Instuitional Investor - M Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | M Wealth Management, Llc |
| Portfolio Value | $109,536,387 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 656,989 | $26,601,485 | 24.28% | |
| 2. | Pgim Etf Tr - PGIM ULTRA SH BD | 297,762 | $14,754,108 | 13.46% | |
| 3. | Ssga Active Etf Tr | 280,850 | $11,062,671 | 10.09% | |
| 4. | Wisdomtree Tr | 157,172 | $7,908,896 | 7.22% | |
| 5. | Vanguard Star Fds | 118,324 | $6,972,834 | 6.36% |
