Instuitional Investor - M Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | M Wealth Management, Llc |
| Portfolio Value | $108,430,872 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 581,137 | $24,616,964 | 22.7% | |
| 2. | Pgim Etf Tr - PGIM ULTRA SH BD | 320,908 | $15,968,383 | 14.73% | |
| 3. | Ssga Active Etf Tr | 269,259 | $10,799,991 | 9.96% | |
| 4. | Vanguard Star Fds | 117,714 | $8,132,861 | 7.5% | |
| 5. | Wisdomtree Tr | 103,796 | $5,221,977 | 4.82% |
Hedge Fund Resource Center 
