Instuitional Investor - Rf&l Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Rf&l Wealth Management, Llc |
| Portfolio Value | $120,307,297 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 301,323 | $15,768,233 | 13.1% | |
| 2. | Dimensional Etf Trust | 235,259 | $8,756,340 | 7.27% | |
| 3. | Dimensional Etf Trust | 295,215 | $8,629,134 | 7.17% | |
| 4. | Dimensional Etf Trust | 147,783 | $7,659,593 | 6.36% | |
| 5. | AAPL | 35,309 | $6,798,042 | 5.65% |
