We are live on ! Find out more
MWM

Momentous Wealth Management Portfolio holdings

AUM $175M
1-Year Est. Return 14.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$923K
3
+$569K
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$422K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$409K

Top Sells

1
+$1.71M
2
+$970K
3
+$446K
4
GLD icon
SPDR Gold Trust
GLD
+$313K
5
CRM icon
Salesforce
CRM
+$289K

Sector Composition

1 Technology 4.22%
2 Financials 2.54%
3 Communication Services 1.8%
4 Consumer Discretionary 1%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$45.6B
$42.3M 24.15%
1,087,692
+43,004
VCRB icon
2
Vanguard Core Bond ETF
VCRB
$6.97B
$29.4M 16.81%
380,075
+11,821
DFAX icon
3
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.5B
$24.7M 14.14%
728,287
-49,231
DFCF icon
4
Dimensional Core Fixed Income ETF
DFCF
$10.5B
$19.2M 10.96%
454,368
+9,594
SCHF icon
5
Schwab International Equity ETF
SCHF
$63.7B
$15.5M 8.83%
624,346
-38,148
DFSB icon
6
Dimensional Global Sustainability Fixed Income ETF
DFSB
$701M
$9.53M 5.44%
184,145
+10,929
DFSU icon
7
Dimensional US Sustainability Core 1 ETF
DFSU
$2.12B
$7.97M 4.56%
194,063
+9,767
DFSI icon
8
Dimensional International Sustainability Core 1 ETF
DFSI
$1.06B
$3.17M 1.81%
74,684
-1,075
AAPL icon
9
Apple
AAPL
$4.28T
$2.99M 1.71%
11,783
-512
CVBF icon
10
CVB Financial
CVBF
$3.68B
$2.28M 1.3%
117,455
+4
NVDA icon
11
NVIDIA
NVDA
$4.85T
$2.11M 1.2%
12,070
+713
MSFT icon
12
Microsoft
MSFT
$2.95T
$1.66M 0.95%
4,498
-83
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.31T
$1.03M 0.59%
3,599
-28
XOM icon
14
Exxon Mobil
XOM
$624B
$975K 0.56%
5,749
+69
PH icon
15
Parker-Hannifin
PH
$110B
$944K 0.54%
1,054
+52
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.35T
$917K 0.52%
3,189
+193
META icon
17
Meta Platforms (Facebook)
META
$1.45T
$875K 0.5%
1,530
-29
DFSE icon
18
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$601M
$856K 0.49%
20,206
-851
AMZN icon
19
Amazon
AMZN
$2.56T
$850K 0.49%
4,081
+219
BRK.A icon
20
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.41%
1
DFLV icon
21
Dimensional US Large Cap Value ETF
DFLV
$6.15B
$707K 0.4%
19,807
-5,312
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.04T
$683K 0.39%
1,425
+104
COST icon
23
Costco
COST
$436B
$668K 0.38%
671
-5
JPM icon
24
JPMorgan Chase
JPM
$828B
$487K 0.28%
1,657
-110
GD icon
25
General Dynamics
GD
$92.2B
$452K 0.26%
1,318
-38
1
2