Instuitional Investor - Rf&l Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Rf&l Wealth Management, Llc |
| Portfolio Value | $170,367,400 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 290,556 | $16,913,265 | 9.93% | |
| 2. | Dimensional Etf Trust | 286,245 | $11,040,470 | 6.48% | |
| 3. | Dimensional Etf Trust | 146,368 | $10,602,898 | 6.22% | |
| 4. | Dimensional Etf Trust | 207,556 | $9,275,687 | 5.44% | |
| 5. | BND | 106,160 | $8,377,078 | 4.92% |