Instuitional Investor - Bannerman Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Bannerman Wealth Management Group, Llc |
| Portfolio Value | $148,399,772 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,208,315 | $46,955,138 | 31.64% | |
| 2. | Dimensional Etf Trust | 390,925 | $16,504,869 | 11.12% | |
| 3. | Dimensional Etf Trust | 351,073 | $13,677,806 | 9.22% | |
| 4. | Dimensional Etf Trust | 189,204 | $13,458,096 | 9.07% | |
| 5. | American Centy Etf Tr | 161,559 | $13,023,261 | 8.78% |