Instuitional Investor - Austin Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Austin Wealth Management, Llc |
| Portfolio Value | $323,203,690 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,360,230 | $37,365,521 | 11.56% | |
| 2. | Pimco Equity Ser | 539,716 | $21,354,476 | 6.6% | |
| 3. | Dimensional Etf Trust | 434,088 | $20,577,855 | 6.36% | |
| 4. | Dimensional Etf Trust | 820,488 | $19,946,051 | 6.17% | |
| 5. | Simplify Exchange Traded Fun | 557,318 | $16,415,515 | 5.07% |
