Instuitional Investor - Kaufman Rossin Wealth, Llc
Fund Profile
Filing Period:
Fund Name: | Kaufman Rossin Wealth, Llc |
Portfolio Value | $157,970,904 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ea Series Trust | 1,168,433 | $23,812,663 | 15.07% | |
2. | IEF | 107,354 | $14,497,123 | 9.18% | |
3. | American Centy Etf Tr | 158,410 | $12,558,723 | 7.95% | |
4. | Dimensional Etf Trust | 321,614 | $9,545,492 | 6.04% | |
5. | Dimensional Etf Trust | 200,363 | $7,124,912 | 4.51% |