Instuitional Investor - Pbmares Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Pbmares Wealth Management Llc |
| Portfolio Value | $499,537,094 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 816,700 | $49,394,014 | 9.89% | |
| 2. | Dimensional Etf Trust | 868,580 | $36,532,455 | 7.31% | |
| 3. | Dimensional Etf Trust | 935,408 | $35,957,089 | 7.2% | |
| 4. | Dimensional Etf Trust | 998,023 | $32,924,794 | 6.59% | |
| 5. | Dimensional Etf Trust | 764,660 | $23,880,339 | 4.78% |
