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Home > Institutional Investor > Bannerman Wealth Management Group, Llc > 13F Holdings

Instuitional Investor - Bannerman Wealth Management Group, Llc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)