Instuitional Investor - M Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | M Wealth Management, Llc |
| Portfolio Value | $107,333,796 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 581,830 | $22,365,546 | 20.84% | |
| 2. | Pgim Etf Tr - PGIM ULTRA SH BD | 326,250 | $16,224,413 | 15.12% | |
| 3. | Ssga Active Etf Tr | 271,248 | $10,928,570 | 10.18% | |
| 4. | Vanguard Star Fds | 117,390 | $7,289,919 | 6.79% | |
| 5. | Wisdomtree Tr | 131,596 | $6,623,227 | 6.17% |
