Instuitional Investor - Private Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Private Wealth Management Group, Llc |
| Portfolio Value | $261,238,574 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 919,065 | $31,790,459 | 12.16% | |
| 2. | Vanguard Scottsdale Funds | 315,554 | $18,302,154 | 7% | |
| 3. | Dimensional Etf Trust | 599,660 | $15,498,214 | 5.93% | |
| 4. | Dimensional Etf Trust | 411,520 | $12,666,587 | 4.84% | |
| 5. | Dimensional Etf Trust | 197,471 | $12,588,777 | 4.81% |
