Instuitional Investor - Private Wealth Management Group, Llc
Fund Profile
Filing Period:
Fund Name: | Private Wealth Management Group, Llc |
Portfolio Value | $301,007,031 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 925,272 | $33,161,750 | 11.02% | |
2. | Vanguard Scottsdale Funds | 340,837 | $20,385,483 | 6.77% | |
3. | Dimensional Etf Trust | 598,627 | $18,611,314 | 6.18% | |
4. | Dimensional Etf Trust | 420,275 | $17,802,850 | 5.91% | |
5. | Dimensional Etf Trust | 514,321 | $15,265,048 | 5.07% |