Instuitional Investor - Geowealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Geowealth Management, Llc |
| Portfolio Value | $2,488,544,480 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 4,447,028 | $204,919,194 | 8.23% | |
| 2. | Dimensional Etf Trust | 5,272,530 | $173,940,757 | 6.99% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 308,613 | $158,596,896 | 6.37% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 422,358 | $108,558,677 | 4.36% | |
| 5. | Vanguard Index Fds | 311,877 | $85,715,912 | 3.44% |
