Instuitional Investor - Bwm Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Bwm Planning, Llc |
| Portfolio Value | $379,116,477 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 121,477 | $38,971,178 | 10.28% | |
| 2. | American Centy Etf Tr | 350,329 | $38,700,794 | 10.21% | |
| 3. | American Centy Etf Tr | 379,007 | $28,868,979 | 7.61% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 284,591 | $24,144,660 | 6.37% | |
| 5. | Dimensional Etf Trust | 557,089 | $21,704,179 | 5.72% |
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