Instuitional Investor - Momentous Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Momentous Wealth Management, Inc. |
| Portfolio Value | $157,706,967 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 840,885 | $32,432,946 | 20.57% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 330,596 | $25,921,995 | 16.44% | |
| 3. | Dimensional Etf Trust | 742,395 | $23,296,352 | 14.77% | |
| 4. | Dimensional Etf Trust | 403,308 | $17,245,441 | 10.94% | |
| 5. | FNDF | 626,873 | $14,593,601 | 9.25% |
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