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Home > Institutional Investor > Momentous Wealth Management, Inc. > Profile

Instuitional Investor - Momentous Wealth Management, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Momentous Wealth Management, Inc.
Portfolio Value	$195,130,223

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust	DFAC	1,136,713	$50,424,597	25.84%
2.	Vanguard Malvern Fds - CORE BD ETF		402,952	$31,121,108	15.95%
3.	Dimensional Etf Trust	DFAC	748,420	$27,571,800	14.13%
4.	Dimensional Etf Trust	DFAC	488,859	$20,634,750	10.57%
5.	Schwab Strategic Trust	SCHD	641,177	$17,760,604	9.1%