Instuitional Investor - M Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | M Wealth Management, Llc |
| Portfolio Value | $114,900,180 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 589,984 | $27,611,244 | 24.03% | |
| 2. | Pgim Etf Tr - PGIM ULTRA SH BD | 319,227 | $15,830,489 | 13.78% | |
| 3. | Ssga Active Etf Tr | 274,389 | $11,044,173 | 9.61% | |
| 4. | Vanguard Star Fds | 120,484 | $9,089,337 | 7.91% | |
| 5. | FNDF | 195,595 | $5,181,318 | 4.51% |
Hedge Fund Resource Center 
