Instuitional Investor - Momentous Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Momentous Wealth Management, Inc. |
| Portfolio Value | $120,613,594 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 734,630 | $25,410,856 | 21.06% | |
| 2. | Vanguard Malvern Fds | 247,551 | $18,766,822 | 15.55% | |
| 3. | Dimensional Etf Trust | 612,299 | $15,221,762 | 12.62% | |
| 4. | Dimensional Etf Trust | 305,758 | $12,618,651 | 10.46% | |
| 5. | FNDF | 631,176 | $11,676,758 | 9.68% |
