Instuitional Investor - Private Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Private Wealth Management Group, Llc |
| Portfolio Value | $203,511,080 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 781,156 | $22,833,190 | 11.21% | |
| 2. | Dimensional Etf Trust | 530,179 | $15,438,814 | 7.58% | |
| 3. | Vanguard Scottsdale Funds | 231,784 | $13,749,428 | 6.75% | |
| 4. | Dimensional Etf Trust | 479,647 | $12,245,389 | 6.01% | |
| 5. | Spdr Series Trust | 140,355 | $10,299,251 | 5.06% |
