Instuitional Investor - Bwm Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Bwm Planning, Llc |
| Portfolio Value | $336,056,363 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 99,965 | $32,805,576 | 9.76% | |
| 2. | American Centy Etf Tr | 307,762 | $30,631,554 | 9.12% | |
| 3. | American Centy Etf Tr - INTL EQT ETF | 289,003 | $22,802,328 | 6.79% | |
| 4. | Dimensional Etf Trust | 615,479 | $22,372,678 | 6.66% | |
| 5. | American Centy Etf Tr | 260,098 | $18,362,943 | 5.46% |
Hedge Fund Resource Center 
