Instuitional Investor - Beaird Harris Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Beaird Harris Wealth Management, Llc |
| Portfolio Value | $835,343,828 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,290,899 | $92,483,611 | 11.07% | |
| 2. | Dimensional Etf Trust | 1,743,198 | $80,849,505 | 9.67% | |
| 3. | Dimensional Etf Trust | 1,120,278 | $52,059,331 | 6.23% | |
| 4. | Dimensional Etf Trust | 958,510 | $50,312,172 | 6.02% | |
| 5. | Vanguard Mun Bd Fds | 952,514 | $45,815,937 | 5.48% |
