Instuitional Investor - Bwm Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Bwm Planning, Llc |
| Portfolio Value | $236,307,375 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 80,527 | $22,131,989 | 9.37% | |
| 2. | Dimensional Etf Trust | 587,065 | $18,334,026 | 7.76% | |
| 3. | American Centy Etf Tr | 193,078 | $11,258,723 | 4.76% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 165,551 | $10,971,074 | 4.64% | |
| 5. | AAPL | 46,090 | $10,237,883 | 4.33% |
