Instuitional Investor - Bwm Planning, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 128,127 | $47,412,069 | 10.99% | |
| 2. | American Centy Etf Tr | 362,254 | $45,194,814 | 10.48% | |
| 3. | American Centy Etf Tr | 406,514 | $33,488,649 | 7.77% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 287,431 | $25,638,874 | 5.95% | |
| 5. | DFAC | 568,312 | $23,442,875 | 5.44% |
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