Instuitional Investor - Private Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Private Wealth Management Group, Llc |
| Portfolio Value | $374,405,586 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 934,536 | $36,998,281 | 9.88% | |
| 2. | Dimensional Etf Trust | 584,494 | $30,764,843 | 8.22% | |
| 3. | Dimensional Etf Trust | 573,877 | $26,857,444 | 7.17% | |
| 4. | Vanguard Scottsdale Funds | 380,741 | $22,817,831 | 6.09% | |
| 5. | Dimensional Etf Trust | 596,277 | $20,547,706 | 5.49% |