Instuitional Investor - Private Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Private Wealth Management Group, Llc |
| Portfolio Value | $270,975,034 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 923,973 | $30,481,870 | 11.25% | |
| 2. | Vanguard Scottsdale Funds | 331,807 | $19,709,358 | 7.27% | |
| 3. | Dimensional Etf Trust | 606,414 | $16,840,118 | 6.21% | |
| 4. | Dimensional Etf Trust | 497,680 | $13,069,078 | 4.82% | |
| 5. | Dimensional Etf Trust | 491,989 | $13,018,030 | 4.8% |
