Instuitional Investor - Rf&l Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Rf&l Wealth Management, Llc |
| Portfolio Value | $133,556,910 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 289,809 | $18,098,572 | 13.55% | |
| 2. | Dimensional Etf Trust | 283,137 | $11,002,704 | 8.24% | |
| 3. | Dimensional Etf Trust | 145,850 | $10,342,224 | 7.74% | |
| 4. | Dimensional Etf Trust | 200,932 | $9,737,175 | 7.29% | |
| 5. | BND | 115,903 | $9,087,947 | 6.8% |