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Home > Institutional Investor > Forteris Wealth Management Inc. > Profile

Instuitional Investor - Forteris Wealth Management Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Forteris Wealth Management Inc.
Portfolio Value	$122,234,903

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust	DFAC	172,682	$8,925,933	7.3%
2.	Applied Materials Inc	AMAT	10,328	$7,467,144	6.11%
3.	Dimensional Etf Trust	DFAC	158,894	$6,554,378	5.36%
4.	Dimensional Etf Trust	DFAC	117,272	$6,451,133	5.28%
5.	Ishares Trust	HYG	27,953	$6,133,676	5.02%