Instuitional Investor - Trb Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Trb Wealth Management, Llc |
| Portfolio Value | $703,601,375 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - LARGE CAP ETF | 187,507 | $56,036,350 | 7.96% | |
| 2. | Vanguard Star Fds | 518,362 | $39,970,920 | 5.68% | |
| 3. | Dimensional Etf Trust | 854,642 | $33,211,398 | 4.72% | |
| 4. | Ishares Tr | 439,261 | $30,827,339 | 4.38% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 106,033 | $30,450,597 | 4.33% |
Hedge Fund Resource Center 
