Instuitional Investor - Liberty Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Liberty Wealth Management Llc |
| Portfolio Value | $637,910,313 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 828,196 | $35,082,371 | 5.5% | |
| 2. | Dimensional Etf Trust | 848,007 | $30,399,038 | 4.77% | |
| 3. | IEF | 250,770 | $27,609,887 | 4.33% | |
| 4. | Ishares Tr - ETF | 149,913 | $27,407,269 | 4.3% | |
| 5. | Dimensional Etf Trust | 729,659 | $25,951,612 | 4.07% |
