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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	$174,850,492

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	15,640	$10,216,205	5.84%
2.	Ishares Tr		84,398	$9,316,740	5.33%
3.	Dimensional Etf Trust		220,154	$8,577,200	4.91%
4.	Spdr S & P 500 Etf Trust	SPY	11,874	$7,722,138	4.42%
5.	Dimensional Etf Trust		103,932	$7,392,684	4.23%