Instuitional Investor - M Wealth Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 617,665 | $27,869,043 | 23.46% | |
| 2. | Pgim Etf Tr - PGIM ULTRA SH BD | 282,182 | $13,968,000 | 11.76% | |
| 3. | Ssga Active Etf Tr | 278,293 | $11,056,584 | 9.31% | |
| 4. | Vanguard Star Fds | 122,851 | $9,473,050 | 7.97% | |
| 5. | SCHD | 200,672 | $5,339,888 | 4.5% |
Hedge Fund Resource Center 
