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Home > Institutional Investor > Delarme Wealth Management, Inc. > 13F Holdings

Instuitional Investor - Delarme Wealth Management, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 104,526 $22,779,421 13.21%
2.
Dimensional Etf Trust
 DFAC 410,223 $16,921,705 9.81%
3.
Dimensional Etf Trust
 DFAC 290,189 $12,248,871 7.1%
4.
Ishares Trust
 IEF 12,841 $9,616,208 5.58%
5.
Dimensional Etf Trust
 DFAC 215,492 $8,664,928 5.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.