Instuitional Investor - Straight Path Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Straight Path Wealth Management |
| Portfolio Value | $252,814,013 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | TSLA | 116,923 | $47,218,184 | 18.67% | |
| 2. | Dimensional Etf Trust | 1,244,368 | $43,042,683 | 17.02% | |
| 3. | Dimensional Etf Trust | 366,902 | $19,383,433 | 7.66% | |
| 4. | Dimensional Etf Trust | 748,771 | $19,351,979 | 7.65% | |
| 5. | Ishares Tr - MSCI USA MMENTM | 62,324 | $12,896,135 | 5.1% |
