Instuitional Investor - Diversify Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Diversify Wealth Management, Llc |
| Portfolio Value | $1,346,316,111 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,216,176 | $46,166,028 | 3.43% | |
| 2. | Spdr Series Trust | 538,146 | $44,122,558 | 3.28% | |
| 3. | SPY | 73,902 | $40,965,515 | 3.04% | |
| 4. | Spdr Series Trust | 811,325 | $39,909,068 | 2.96% | |
| 5. | Spdr Index Shs Fds | 686,764 | $26,028,340 | 1.93% |
