Instuitional Investor - Bco Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Bco Wealth Management Llc |
| Portfolio Value | $166,469,538 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 864,018 | $33,575,736 | 20.17% | |
| 2. | Dimensional Etf Trust | 398,200 | $28,702,253 | 17.24% | |
| 3. | Dimensional Etf Trust | 516,253 | $21,796,193 | 13.09% | |
| 4. | Dimensional Etf Trust | 518,097 | $18,407,990 | 11.06% | |
| 5. | Dimensional Etf Trust | 358,326 | $17,156,667 | 10.31% |