Instuitional Investor - Stolz & Associates, Ps
Fund Profile
Filing Period:
| Fund Name: | Stolz & Associates, Ps |
| Portfolio Value | $129,637,425 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 688,212 | $26,172,715 | 20.19% | |
| 2. | American Centy Etf Tr | 161,143 | $16,433,397 | 12.68% | |
| 3. | Dimensional Etf Trust | 422,779 | $13,387,311 | 10.33% | |
| 4. | Ishares Tr | 92,798 | $10,221,700 | 7.88% | |
| 5. | Vanguard Scottsdale Funds | 117,534 | $9,843,473 | 7.59% |