Instuitional Investor - Core Wealth Management, Inc.
Fund Profile
Filing Period:
Fund Name: | Core Wealth Management, Inc. |
Portfolio Value | $283,610,323 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 2,992,083 | $107,236,240 | 37.81% | |
2. | Dimensional Etf Trust | 2,399,324 | $70,468,156 | 24.85% | |
3. | Dimensional Etf Trust | 1,516,839 | $64,101,613 | 22.6% | |
4. | Dimensional Etf Trust | 457,903 | $10,742,398 | 3.79% | |
5. | Dimensional Etf Trust | 222,731 | $9,312,371 | 3.28% |