M Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW M Wealth Management, LLC | Institutional Filer | ▲ 3.38% | $118.8M | 55 |
Current Portfolio Holdings
Showing all 55 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | — | 618K | $27.9M | 23.46% |
| 2 | PULS | PGIM ETF TR | — | 282K | $14.0M | 11.76% |
| 3 | TOTL | SSGA ACTIVE ETF TR | — | 278K | $11.1M | 9.31% |
| 4 | VXUS | VANGUARD STAR FDS | — | 123K | $9.5M | 7.97% |
| 5 | SCHP | SCHWAB STRATEGIC TR | — | 201K | $5.3M | 4.50% |
| 6 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 270K | $4.7M | 3.93% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | — | 115K | $4.5M | 3.78% |
| 8 | USFR | WISDOMTREE TR | — | 81K | $4.1M | 3.45% |
| 9 | IAUM | ISHARES GOLD TR | — | 77K | $3.6M | 3.01% |
| 10 | DFAS | DIMENSIONAL ETF TRUST | — | 37K | $2.6M | 2.20% |
| 11 | UYLD | ANGEL OAK FUNDS TRUST | — | 47K | $2.4M | 2.00% |
| 12 | AVGV | AMERICAN CENTY ETF TR | — | 27K | $2.1M | 1.76% |
| 13 | DFAE | DIMENSIONAL ETF TRUST | — | 55K | $1.9M | 1.57% |
| 14 | AAPL | Apple Inc. | Technology | 7K | $1.7M | 1.45% |
| 15 | JAAA | JANUS DETROIT STR TR | — | 34K | $1.7M | 1.43% |
Showing 1 to 15 of 55 holdings