Instuitional Investor - Momentous Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Momentous Wealth Management, Inc. |
| Portfolio Value | $175,003,338 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,087,692 | $42,267,703 | 24.15% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 380,075 | $29,410,206 | 16.81% | |
| 3. | Dimensional Etf Trust | 728,287 | $24,739,905 | 14.14% | |
| 4. | Dimensional Etf Trust | 454,368 | $19,183,404 | 10.96% | |
| 5. | SCHD | 624,346 | $15,452,553 | 8.83% |
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