Instuitional Investor - Bwm Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Bwm Planning, Llc |
| Portfolio Value | $290,254,623 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 90,259 | $27,432,473 | 9.45% | |
| 2. | American Centy Etf Tr | 297,432 | $27,096,098 | 9.34% | |
| 3. | Dimensional Etf Trust | 594,295 | $20,544,775 | 7.08% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 262,780 | $19,448,340 | 6.7% | |
| 5. | American Centy Etf Tr | 238,643 | $15,585,796 | 5.37% |
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