Instuitional Investor - Aprio Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Aprio Wealth Management, Llc
Portfolio Value $2,024,282,149
Filing Period:
No. Security Ticker Shares Value % Port
1. DFAC 2,354,573 $98,256,340 4.85%
2. DFAC 2,262,600 $77,211,222 3.81%
3.
Capital Group Core Balanced
1,688,355 $64,089,966 3.17%
4.
Capital Group Growth Etf
1,340,131 $63,254,174 3.12%
5.
Ishares Inc - MSCI EMRG CHN
605,741 $61,967,341 3.06%