Bwm Planning, LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAI Dimensional ETF Tr	$0	$19.7 Billion 8.73% of portfolio	619,224	Q3 2024 New
IVV Ishares Core S&P 500 ETF	$0	$11.2 Billion 4.97% of portfolio	19,422	Q3 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$11.1 Billion 4.94% of portfolio	199,987	Q3 2024 New
DFAE Dimensional ETF Tr	$0	$10.8 Billion 4.79% of portfolio	393,519	Q3 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$9.33 Billion 4.14% of portfolio	143,800	Q3 2024 New
SPXE Proshares Tr S&P 500 Ex Energy	$0	$8.61 Billion 3.82% of portfolio	139,194	Q3 2024 New
AVDE American Centy ETF Tr Avantis	$0	$8.13 Billion 3.61% of portfolio	121,278	Q3 2024 New
QVAL Ea Ser Tr Alpha Architect U S	$0	$7.99 Billion 3.55% of portfolio	173,230	Q3 2024 New
AVUV American Centy ETF Tr Avantis	$0	$7.06 Billion 3.13% of portfolio	73,586	Q3 2024 New
QMOM Ea Ser Tr Momentumshares U S Q	$0	$6.6 Billion 2.93% of portfolio	102,755	Q3 2024 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$6.49 Billion 2.88% of portfolio	150,172	Q3 2024 New
SCHO Schwab Short Term Us Treasury	$0	$6.37 Billion 2.83% of portfolio	130,098	Q3 2024 New
DISV Dimensional ETF Tr Dimensional	$0	$4.42 Billion 1.96% of portfolio	152,248	Q3 2024 New
IEFA Ishares Tr	$0	$3.08 Billion 1.36% of portfolio	39,411	Q3 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$2.82 Billion 1.25% of portfolio	67,707	Q3 2024 New
AVEM American Centy ETF Tr Avantis	$0	$2.43 Billion 1.08% of portfolio	37,655	Q3 2024 New
AVDV American Centy ETF Tr Avantis	$0	$1.71 Billion 0.76% of portfolio	24,155	Q3 2024 New
DFIV Dimensional ETF Tr	$0	$1.56 Billion 0.69% of portfolio	40,979	Q3 2024 New
AVIG American Centy ETF Tr Avantis	$0	$1.39 Billion 0.62% of portfolio	32,707	Q3 2024 New
VV Vanguard Large Cap ETF	$0	$1.31 Billion 0.58% of portfolio	4,960	Q3 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$1.14 Billion 0.51% of portfolio	18,396	Q3 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$779 Million 0.35% of portfolio	7,685	Q3 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$704 Million 0.31% of portfolio	13,767	Q3 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$647 Million 0.29% of portfolio	5,135	Q3 2024 New
EFV Msci Eafe Value ETF	$0	$626 Million 0.28% of portfolio	10,880	Q3 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$613 Million 0.27% of portfolio	8,163	Q3 2024 New
SPUS Tidal ETF Tr Sp Fds S&P 500 Sh	$0	$536 Million 0.24% of portfolio	12,837	Q3 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$520 Million 0.23% of portfolio	17,828	Q3 2024 New
VEA Vanguard Ftse Developed Market	$0	$444 Million 0.2% of portfolio	8,408	Q3 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$418 Million 0.19% of portfolio	791	Q3 2024 New
VBR Vanguard Small Cap Value ETF	$0	$324 Million 0.14% of portfolio	1,615	Q3 2024 New
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$324 Million 0.14% of portfolio	6,673	Q3 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$324 Million 0.14% of portfolio	9,440	Q3 2024 New
VGIT Vanguard Intermediate Term Tre	$0	$295 Million 0.13% of portfolio	4,876	Q3 2024 New
XLK Technology Sector Spdr	$0	$243 Million 0.11% of portfolio	1,079	Q3 2024 New
VTV Vanguard Value ETF	$0	$239 Million 0.11% of portfolio	1,370	Q3 2024 New
SPSK Tidal ETF Tr Sp Fds Dow Jones	$0	$203 Million 0.09% of portfolio	11,040	Q3 2024 New

Shares Options

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account

Bwm Planning, LLC ETFs

Bwm Planning, LLC

Stock List

Track Bwm Planning, LLC Portfolio

Portfolio Update

News