Bwm Planning, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $230 Billion distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $20.3B, Dimensional ETF Tr with a value of $17.7B, Apple Inc. with a value of $11.7B, Dimensional ETF Tr U S Target with a value of $10.7B, and Ishares Core S&P 500 ETF with a value of $10.3B.
Examining the 13F form we can see an increase of $4.47B in the current position value, from $225B to 230B.
Bwm Planning, LLC is based out at The Woodlands, TX
Below you can find more details about Bwm Planning, LLC portfolio as well as his latest detailed transactions.
