Instuitional Investor - Curio Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Curio Wealth, Llc |
| Portfolio Value | $228,255,284 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 760,536 | $36,513,331 | 16% | |
| 2. | Dimensional Etf Trust | 823,273 | $34,873,832 | 15.28% | |
| 3. | Dimensional Etf Trust | 575,094 | $31,336,899 | 13.73% | |
| 4. | Avantis Intl Core Equity Etf - ETF | 176,636 | $13,072,821 | 5.73% | |
| 5. | Dimensional Etf Trust | 313,212 | $10,827,726 | 4.74% |
