Instuitional Investor - Liberty Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Liberty Wealth Management Llc
Portfolio Value $599,926,472
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 59,813 $35,189,173 5.86%
2.
Dimensional Etf Trust
907,090 $31,365,655 5.22%
3.
Dimensional Etf Trust
753,350 $30,503,118 5.08%
4. AAPL 116,709 $29,226,494 4.87%
5.
Dimensional Etf Trust
782,259 $26,424,297 4.4%