Instuitional Investor - M Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | M Wealth Management, Llc |
| Portfolio Value | $113,860,486 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 589,523 | $26,976,574 | 23.69% | |
| 2. | Pgim Etf Tr - PGIM ULTRA SH BD | 329,202 | $16,404,136 | 14.41% | |
| 3. | Ssga Active Etf Tr | 273,342 | $11,089,484 | 9.74% | |
| 4. | Vanguard Star Fds | 118,202 | $8,683,139 | 7.63% | |
| 5. | FNDF | 191,606 | $5,163,783 | 4.54% |
Hedge Fund Resource Center 
