Instuitional Investor - Pbmares Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Pbmares Wealth Management Llc |
| Portfolio Value | $616,925,238 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 924,690 | $66,984,520 | 10.86% | |
| 2. | Dimensional Etf Trust | 1,126,525 | $48,170,226 | 7.81% | |
| 3. | Dimensional Etf Trust | 1,000,245 | $45,771,218 | 7.42% | |
| 4. | Dimensional Etf Trust | 1,175,254 | $45,329,548 | 7.35% | |
| 5. | Dimensional Etf Trust | 773,507 | $28,116,972 | 4.56% |