Instuitional Investor - Delarme Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Delarme Wealth Management, Inc. |
| Portfolio Value | $140,814,684 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 100,969 | $19,284,041 | 13.69% | |
| 2. | Dimensional Etf Trust | 388,846 | $14,818,921 | 10.52% | |
| 3. | Dimensional Etf Trust | 204,848 | $8,718,321 | 6.19% | |
| 4. | IEF | 12,217 | $8,367,830 | 5.94% | |
| 5. | Dimensional Etf Trust | 205,468 | $6,692,093 | 4.75% |