Instuitional Investor - Bannerman Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Bannerman Wealth Management Group, Llc |
| Portfolio Value | $130,324,427 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,160,868 | $41,605,500 | 31.92% | |
| 2. | Dimensional Etf Trust | 349,925 | $14,787,837 | 11.35% | |
| 3. | Dimensional Etf Trust | 171,936 | $10,954,043 | 8.41% | |
| 4. | Dimensional Etf Trust | 311,427 | $10,766,016 | 8.26% | |
| 5. | American Centy Etf Tr | 139,950 | $9,546,018 | 7.32% |
