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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	$293,170,725

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust		858,597	$33,450,926	11.41%
2.	Ishares Tr		421,908	$27,149,768	9.26%
3.	Apple Inc.	AAPL	77,394	$19,641,869	6.7%
4.	Trane Technologies Plc	TT	44,528	$18,556,733	6.33%
5.	Nvidia Corp	NVDA	73,217	$12,769,074	4.36%