Instuitional Investor - Gk Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Gk Wealth Management Llc |
| Portfolio Value | $114,953,523 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 24,491 | $15,549,942 | 13.53% | |
| 2. | Dimensional Etf Trust | 331,117 | $12,529,470 | 10.9% | |
| 3. | Dimensional Etf Trust | 309,770 | $11,099,053 | 9.66% | |
| 4. | Vanguard Tax-Managed Fds | 141,015 | $8,747,163 | 7.61% | |
| 5. | Dimensional Etf Trust | 208,033 | $6,804,760 | 5.92% |