Instuitional Investor - Pbmares Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Pbmares Wealth Management Llc |
| Portfolio Value | $489,306,734 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 747,513 | $47,653,954 | 9.73% | |
| 2. | Dimensional Etf Trust | 1,071,199 | $37,052,782 | 7.57% | |
| 3. | Dimensional Etf Trust | 888,185 | $35,962,624 | 7.34% | |
| 4. | Dimensional Etf Trust | 613,377 | $25,314,055 | 5.17% | |
| 5. | Dimensional Etf Trust | 421,383 | $23,454,204 | 4.79% |
