Instuitional Investor - Bco Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Bco Wealth Management Llc |
| Portfolio Value | $140,198,376 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 794,892 | $28,487,335 | 20.32% | |
| 2. | Dimensional Etf Trust | 358,149 | $23,942,268 | 17.08% | |
| 3. | Dimensional Etf Trust | 455,667 | $19,256,497 | 13.74% | |
| 4. | Dimensional Etf Trust | 475,895 | $14,795,583 | 10.55% | |
| 5. | Dimensional Etf Trust | 293,785 | $14,104,612 | 10.06% |
