Instuitional Investor - Rf&l Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Rf&l Wealth Management, Llc |
| Portfolio Value | $141,415,717 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 294,438 | $16,388,419 | 11.58% | |
| 2. | Dimensional Etf Trust | 287,508 | $9,944,902 | 7.03% | |
| 3. | Dimensional Etf Trust | 146,431 | $9,334,976 | 6.6% | |
| 4. | Dimensional Etf Trust | 209,256 | $8,562,764 | 6.05% | |
| 5. | BND | 99,401 | $7,680,724 | 5.43% |
