Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Concentric Wealth Management, Llc > Profile

Instuitional Investor - Concentric Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Concentric Wealth Management, Llc
Portfolio Value	$410,041,777

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Avantis Us Small Cap Value Etf		166,279	$15,954,518	3.89%
2.	Apple Inc.	AAPL	59,556	$13,876,552	3.38%
3.	Microsoft Corp	MSFT	31,845	$13,702,741	3.34%
4.	Ishares Core Msci Eafe		169,214	$13,207,149	3.22%
5.	Ishares Core Msci Emerging Markets		210,457	$12,082,322	2.95%