Instuitional Investor - Momentous Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Momentous Wealth Management, Inc. |
| Portfolio Value | $176,372,260 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,044,688 | $41,359,182 | 23.45% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 368,254 | $28,685,159 | 16.26% | |
| 3. | Dimensional Etf Trust | 777,518 | $25,448,169 | 14.43% | |
| 4. | Dimensional Etf Trust | 444,774 | $18,929,593 | 10.73% | |
| 5. | FNDF | 662,494 | $15,926,344 | 9.03% |