Instuitional Investor - Core Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Management, Inc. |
| Portfolio Value | $209,434,306 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,877,020 | $84,095,294 | 40.15% | |
| 2. | Dimensional Etf Trust | 2,053,451 | $50,145,282 | 23.94% | |
| 3. | Dimensional Etf Trust | 938,863 | $39,807,799 | 19% | |
| 4. | IEF | 95,694 | $9,497,630 | 4.53% | |
| 5. | Dimensional Etf Trust | 368,002 | $8,368,369 | 3.99% |
