Instuitional Investor - Core Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Management, Inc. |
| Portfolio Value | $310,554,523 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,040,835 | $117,284,998 | 37.77% | |
| 2. | Dimensional Etf Trust | 2,418,949 | $75,906,631 | 24.44% | |
| 3. | Dimensional Etf Trust | 1,632,082 | $69,787,835 | 22.47% | |
| 4. | Dimensional Etf Trust | 468,720 | $11,178,966 | 3.6% | |
| 5. | Dimensional Etf Trust | 231,096 | $9,759,173 | 3.14% |