Instuitional Investor - Aprio Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aprio Wealth Management, Llc |
| Portfolio Value | $1,830,937,023 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,456,423 | $90,298,105 | 4.93% | |
| 2. | Dimensional Etf Trust | 2,396,727 | $77,222,529 | 4.22% | |
| 3. | Capital Group Core Balanced | 1,907,753 | $65,645,775 | 3.59% | |
| 4. | Capital Group Growth Etf | 1,453,353 | $58,410,246 | 3.19% | |
| 5. | Ishares Inc - MSCI EMRG CHN | 644,725 | $50,714,068 | 2.77% |