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Home > Institutional Investor > Consilium Wealth Advisory, Llc > Profile

Instuitional Investor - Consilium Wealth Advisory, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Consilium Wealth Advisory, Llc
Portfolio Value	$259,217,957

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust		571,119	$20,760,163	8.01%
2.	Ishares Tr		311,258	$20,038,803	7.73%
3.	Trane Technologies Plc	TT	45,598	$19,240,582	7.42%
4.	Apple Inc.	AAPL	69,249	$17,632,749	6.8%
5.	Wells Fargo & Company	WFC	167,082	$14,004,823	5.4%