MWM

Momentous Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$2.95M
3
+$2.25M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.78M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.12M

Top Sells

1
+$5.87M
2
+$278K
3
+$183K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$52.1K
5
TEF
Telefonica
TEF
+$50.9K

Sector Composition

1 Technology 4.88%
2 Financials 2.6%
3 Communication Services 1.94%
4 Consumer Discretionary 1.05%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$41.2B
$41.4M 23.45%
1,044,688
+203,803
VCRB icon
2
Vanguard Core Bond ETF
VCRB
$6.23B
$28.7M 16.26%
368,254
+37,658
DFAX icon
3
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.9B
$25.4M 14.43%
777,518
+35,123
DFCF icon
4
Dimensional Core Fixed Income ETF
DFCF
$9.65B
$18.9M 10.73%
444,774
+41,466
SCHF icon
5
Schwab International Equity ETF
SCHF
$58.8B
$15.9M 9.03%
662,494
+35,621
DFSB icon
6
Dimensional Global Sustainability Fixed Income ETF
DFSB
$639M
$8.97M 5.09%
173,216
+13,383
DFSU icon
7
Dimensional US Sustainability Core 1 ETF
DFSU
$1.89B
$8M 4.54%
184,296
+15,084
AAPL icon
8
Apple
AAPL
$3.83T
$3.34M 1.9%
12,295
+695
DFSI icon
9
Dimensional International Sustainability Core 1 ETF
DFSI
$984M
$3.25M 1.84%
75,759
-506
MSFT icon
10
Microsoft
MSFT
$3T
$2.22M 1.26%
4,581
+282
CVBF icon
11
CVB Financial
CVBF
$2.55B
$2.18M 1.24%
+117,451
NVDA icon
12
NVIDIA
NVDA
$4.51T
$2.12M 1.2%
11,357
+2,349
GOOG icon
13
Alphabet (Google) Class C
GOOG
$3.74T
$1.14M 0.65%
3,627
+193
META icon
14
Meta Platforms (Facebook)
META
$1.65T
$1.03M 0.58%
1,559
-274
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$3.74T
$938K 0.53%
2,996
+647
AMZN icon
16
Amazon
AMZN
$2.29T
$891K 0.51%
3,862
+519
PH icon
17
Parker-Hannifin
PH
$119B
$881K 0.5%
1,002
-7
DFSE icon
18
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$547M
$873K 0.5%
21,057
-198
DFLV icon
19
Dimensional US Large Cap Value ETF
DFLV
$5.24B
$859K 0.49%
25,119
-176,269
BRK.A icon
20
Berkshire Hathaway Class A
BRK.A
$1.06T
$755K 0.43%
1
XOM icon
21
Exxon Mobil
XOM
$631B
$684K 0.39%
5,680
+2,771
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.06T
$664K 0.38%
1,321
+584
COST icon
23
Costco
COST
$442B
$583K 0.33%
676
+19
JPM icon
24
JPMorgan Chase
JPM
$774B
$569K 0.32%
1,767
+459
GD icon
25
General Dynamics
GD
$95.9B
$457K 0.26%
1,356
-5
1
2