Instuitional Investor - Pbmares Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Pbmares Wealth Management Llc |
| Portfolio Value | $333,237,104 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,257,975 | $36,770,611 | 11.03% | |
| 2. | Dimensional Etf Trust | 393,246 | $20,578,581 | 6.17% | |
| 3. | Dimensional Etf Trust | 541,705 | $18,011,701 | 5.4% | |
| 4. | Dimensional Etf Trust | 432,898 | $14,874,381 | 4.46% | |
| 5. | Dimensional Etf Trust | 380,878 | $14,176,263 | 4.25% |
