Kaufman Rossin Wealth, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $97.2 Billion distributed in 37 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust with a value of $21.7B, Ishares Core S&P Total U.S. St with a value of $12.7B, American Centy ETF Tr Avantis with a value of $8.87B, Dimensional ETF Tr Emerging Mk with a value of $7.45B, and Dimensional ETF Tr U S Core Eq with a value of $6.51B.
Examining the 13F form we can see an increase of $97.2B in the current position value.
Kaufman Rossin Wealth, LLC is based out at Miami, FL
Below you can find more details about Kaufman Rossin Wealth, LLC portfolio as well as his latest detailed transactions.
