Instuitional Investor - Stolz & Associates, Ps
Fund Profile
Filing Period:
| Fund Name: | Stolz & Associates, Ps |
| Portfolio Value | $143,300,724 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 735,902 | $28,589,783 | 19.95% | |
| 2. | American Centy Etf Tr | 159,658 | $18,473,976 | 12.89% | |
| 3. | Dimensional Etf Trust | 278,826 | $15,174,994 | 10.59% | |
| 4. | Dimensional Etf Trust | 427,301 | $14,504,733 | 10.12% | |
| 5. | Ishares Tr | 106,369 | $11,725,055 | 8.18% |