Instuitional Investor - Momentous Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Momentous Wealth Management, Inc. |
| Portfolio Value | $141,267,828 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 806,724 | $26,613,813 | 18.84% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 301,858 | $23,372,869 | 16.55% | |
| 3. | Dimensional Etf Trust | 723,859 | $18,965,104 | 13.42% | |
| 4. | Dimensional Etf Trust | 369,273 | $15,531,637 | 10.99% | |
| 5. | FNDF | 645,396 | $12,765,933 | 9.04% |
