Instuitional Investor - Kaufman Rossin Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Kaufman Rossin Wealth, Llc |
| Portfolio Value | $182,655,697 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 1,249,702 | $28,307,370 | 15.5% | |
| 2. | IEF | 118,486 | $17,257,535 | 9.45% | |
| 3. | American Centy Etf Tr | 166,041 | $14,782,606 | 8.09% | |
| 4. | Dimensional Etf Trust | 333,617 | $10,699,083 | 5.86% | |
| 5. | Dimensional Etf Trust | 215,995 | $8,158,144 | 4.47% |