Instuitional Investor - Firstpurpose Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Firstpurpose Wealth Llc |
| Portfolio Value | $231,555,313 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 974,200 | $29,177,290 | 12.6% | |
| 2. | Dimensional Etf Trust | 1,069,142 | $28,011,531 | 12.09% | |
| 3. | Dimensional Etf Trust | 435,802 | $11,378,790 | 4.91% | |
| 4. | BND | 109,910 | $7,669,520 | 3.31% | |
| 5. | Dimensional Etf Trust | 183,671 | $7,414,798 | 3.2% |
