Instuitional Investor - Straight Path Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Straight Path Wealth Management |
| Portfolio Value | $247,187,883 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,326,055 | $43,746,557 | 17.7% | |
| 2. | TSLA | 116,954 | $30,309,799 | 12.26% | |
| 3. | Dimensional Etf Trust | 817,320 | $22,696,966 | 9.18% | |
| 4. | Dimensional Etf Trust | 379,341 | $20,268,190 | 8.2% | |
| 5. | Ishares Tr - MSCI USA MMENTM | 63,971 | $12,930,485 | 5.23% |
