Instuitional Investor - Aprio Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aprio Wealth Management, Llc |
| Portfolio Value | $447,930,105 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,931,353 | $55,256,000 | 12.33% | |
| 2. | Dimensional Etf Trust | 1,324,899 | $33,996,903 | 7.58% | |
| 3. | J P Morgan Exchange Traded F | 668,284 | $33,567,924 | 7.49% | |
| 4. | Ishares Inc | 573,370 | $31,770,434 | 7.09% | |
| 5. | Pacer Fds Tr | 347,203 | $18,051,096 | 4.02% |
