Instuitional Investor - Core Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Management, Inc. |
| Portfolio Value | $260,579,275 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,948,489 | $97,270,660 | 37.33% | |
| 2. | Dimensional Etf Trust | 2,330,280 | $61,053,332 | 23.43% | |
| 3. | Dimensional Etf Trust | 1,421,585 | $59,791,866 | 22.95% | |
| 4. | Dimensional Etf Trust | 447,978 | $10,648,435 | 4.09% | |
| 5. | Dimensional Etf Trust | 209,407 | $8,818,351 | 3.38% |
