Instuitional Investor - Private Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Private Wealth Management Group, Llc |
| Portfolio Value | $363,301,164 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 928,761 | $35,822,313 | 9.86% | |
| 2. | Dimensional Etf Trust | 543,500 | $29,327,261 | 8.07% | |
| 3. | Dimensional Etf Trust | 521,724 | $23,874,091 | 6.57% | |
| 4. | Vanguard Scottsdale Funds | 358,265 | $21,506,671 | 5.92% | |
| 5. | Dimensional Etf Trust | 598,683 | $19,630,817 | 5.4% |