Instuitional Investor - Geowealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Geowealth Management, Llc |
| Portfolio Value | $2,561,795,382 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 358,620 | $203,704,617 | 7.95% | |
| 2. | Ishares Tr | 4,156,944 | $192,175,584 | 7.5% | |
| 3. | Dimensional Etf Trust | 4,813,209 | $172,505,443 | 6.73% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 470,837 | $134,329,797 | 5.24% | |
| 5. | Vanguard Index Fds | 343,264 | $104,327,962 | 4.07% |
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