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Home > Institutional Investor > M Wealth Management, Llc > 13F Holdings

Instuitional Investor - M Wealth Management, Llc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)