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Home > Institutional Investor > Aegis Wealth Management Llc > Profile

Instuitional Investor - Aegis Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Aegis Wealth Management Llc
Portfolio Value	$212,632,570

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	15,894	$11,902,858	5.6%
2.	Ishares Tr		93,023	$10,265,118	4.83%
3.	Dimensional Etf Trust	DFAC	105,196	$8,661,839	4.07%
4.	Dimensional Etf Trust	DFAC	204,026	$8,416,073	3.96%
5.	Ishares Trust	IEF	47,167	$7,748,123	3.64%