Instuitional Investor - Bannerman Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Bannerman Wealth Management Group, Llc |
| Portfolio Value | $135,700,072 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,118,940 | $43,157,522 | 31.8% | |
| 2. | Dimensional Etf Trust | 376,747 | $16,109,710 | 11.87% | |
| 3. | Dimensional Etf Trust | 321,157 | $11,674,052 | 8.6% | |
| 4. | Dimensional Etf Trust | 165,243 | $11,312,536 | 8.34% | |
| 5. | American Centy Etf Tr | 146,030 | $10,552,158 | 7.78% |