Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > M Wealth Management, Llc > Profile

Instuitional Investor - M Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	M Wealth Management, Llc
Portfolio Value	$127,334,436

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust	DFAC	596,038	$30,809,204	24.2%
2.	Pgim Etf Tr - PGIM ULTRA SH BD		284,707	$14,107,245	11.08%
3.	Ssga Active Etf Tr - ST STR TOTAL ETF		284,278	$11,220,435	8.81%
4.	Vanguard Star Fds		123,490	$10,557,140	8.29%
5.	Schwab Strategic Trust	SCHD	203,863	$5,402,368	4.24%