Instuitional Investor - Core Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Management, Inc. |
| Portfolio Value | $326,347,188 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,054,577 | $118,700,875 | 36.37% | |
| 2. | Dimensional Etf Trust | 2,394,043 | $81,325,647 | 24.92% | |
| 3. | Dimensional Etf Trust | 1,771,320 | $74,785,117 | 22.92% | |
| 4. | Dimensional Etf Trust | 485,351 | $11,478,545 | 3.52% | |
| 5. | Dimensional Etf Trust | 253,735 | $10,585,819 | 3.24% |