Instuitional Investor - Rf&l Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Rf&l Wealth Management, Llc |
| Portfolio Value | $139,843,246 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 292,848 | $15,078,744 | 10.78% | |
| 2. | Dimensional Etf Trust | 285,793 | $9,428,311 | 6.74% | |
| 3. | Dimensional Etf Trust | 145,696 | $8,811,694 | 6.3% | |
| 4. | Dimensional Etf Trust | 205,316 | $8,461,081 | 6.05% | |
| 5. | BND | 99,961 | $7,824,956 | 5.6% |
