DeLarme Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DW DeLarme Wealth Management, Inc. | Institutional Filer | ▲ 10.26% | $155.3M | 63 |
Current Portfolio Holdings
Showing all 63 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | — | 102K | $20.1M | 12.95% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | — | 401K | $15.6M | 10.06% |
| 3 | DFCF | DIMENSIONAL ETF TRUST | — | 260K | $11.0M | 7.07% |
| 4 | IVV | ISHARES TR | — | 13K | $8.3M | 5.34% |
| 5 | DFAE | DIMENSIONAL ETF TRUST | — | 218K | $7.4M | 4.75% |
| 6 | VUSB | VANGUARD BD INDEX FDS | — | 134K | $6.7M | 4.28% |
| 7 | SGOV | ISHARES TR | — | 65K | $6.6M | 4.24% |
| 8 | AVUV | AMERICAN CENTY ETF TR | — | 58K | $6.4M | 4.10% |
| 9 | MEAR | ISHARES U S ETF TR | — | 125K | $6.3M | 4.05% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | — | 111K | $5.9M | 3.79% |
| 11 | CALI | China Auto Logistics Inc. | Consumer Cyclical | 89K | $4.5M | 2.90% |
| 12 | DFAS | DIMENSIONAL ETF TRUST | — | 52K | $3.7M | 2.38% |
| 13 | IWF | ISHARES TR | — | 9K | $3.7M | 2.38% |
| 14 | AVDV | AMERICAN CENTY ETF TR | — | 36K | $3.6M | 2.31% |
| 15 | VBK | VANGUARD INDEX FDS | — | 11K | $3.4M | 2.20% |
Showing 1 to 15 of 63 holdings