Instuitional Investor - Curio Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Curio Wealth, Llc |
| Portfolio Value | $243,737,454 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 864,771 | $39,571,904 | 16.24% | |
| 2. | Dimensional Etf Trust | 811,727 | $39,117,112 | 16.05% | |
| 3. | Dimensional Etf Trust | 626,726 | $34,827,192 | 14.29% | |
| 4. | Avantis Intl Core Equity Etf - ETF | 170,926 | $13,486,052 | 5.53% | |
| 5. | Dimensional Etf Trust | 334,352 | $12,153,701 | 4.99% |