Instuitional Investor - Aegis Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Aegis Wealth Management Llc |
| Portfolio Value | $170,063,444 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 24,651 | $13,851,398 | 8.14% | |
| 2. | Dimensional Etf Trust | 279,019 | $8,713,764 | 5.12% | |
| 3. | Dimensional Etf Trust | 120,245 | $7,184,639 | 4.22% | |
| 4. | Dimensional Etf Trust | 173,864 | $7,164,936 | 4.21% | |
| 5. | Dimensional Etf Trust | 161,245 | $6,198,258 | 3.64% |
