Instuitional Investor - United Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | United Wealth Management, Llc |
| Portfolio Value | $386,585,978 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,609,921 | $142,916,768 | 36.97% | |
| 2. | Dimensional Etf Trust | 964,157 | $33,224,844 | 8.59% | |
| 3. | Dimensional Etf Trust | 630,878 | $33,206,244 | 8.59% | |
| 4. | Dimensional Etf Trust | 883,949 | $29,073,067 | 7.52% | |
| 5. | Dimensional Etf Trust | 749,316 | $28,496,494 | 7.37% |