MWM

Momentous Wealth Management Portfolio holdings

AUM $158M
1-Year Est. Return 10.91%
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$213K
3
+$121K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$118K
5
TEF icon
Telefonica
TEF
+$50.9K

Top Sells

1
+$2.32M
2
+$379K
3
+$377K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$364K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$313K

Sector Composition

1 Technology 4.75%
2 Communication Services 2.03%
3 Financials 1.23%
4 Consumer Discretionary 0.96%
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
$39.8B
$32.4M 20.57%
840,885
+673
VCRB icon
2
Vanguard Core Bond ETF
VCRB
$4.77B
$25.9M 16.44%
330,596
+2,717
DFAX icon
3
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.85B
$23.3M 14.77%
742,395
-6,295
DFCF icon
4
Dimensional Core Fixed Income ETF
DFCF
$8.57B
$17.2M 10.94%
403,308
+2,753
SCHF icon
5
Schwab International Equity ETF
SCHF
$53.9B
$14.6M 9.25%
626,873
-13,450
DFSB icon
6
Dimensional Global Sustainability Fixed Income ETF
DFSB
$596M
$8.51M 5.4%
159,833
+2,267
DFSU icon
7
Dimensional US Sustainability Core 1 ETF
DFSU
$1.86B
$7.19M 4.56%
169,212
+1,113
DFLV icon
8
Dimensional US Large Cap Value ETF
DFLV
$4.47B
$6.63M 4.2%
201,388
-2,283
DFSI icon
9
Dimensional International Sustainability Core 1 ETF
DFSI
$891M
$3.12M 1.98%
76,265
-1,094
AAPL icon
10
Apple
AAPL
$4.1T
$2.95M 1.87%
11,600
-929
MSFT icon
11
Microsoft
MSFT
$3.66T
$2.23M 1.41%
4,299
-474
NVDA icon
12
NVIDIA
NVDA
$4.5T
$1.68M 1.07%
9,008
-2,022
META icon
13
Meta Platforms (Facebook)
META
$1.66T
$1.35M 0.85%
1,833
+834
DFSE icon
14
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$482M
$873K 0.55%
21,255
-381
GOOG icon
15
Alphabet (Google) Class C
GOOG
$3.83T
$836K 0.53%
3,434
-138
PH icon
16
Parker-Hannifin
PH
$109B
$765K 0.49%
1,009
-7
BRK.A icon
17
Berkshire Hathaway Class A
BRK.A
$1.06T
$754K 0.48%
1
AMZN icon
18
Amazon
AMZN
$2.44T
$734K 0.47%
3,343
-297
COST icon
19
Costco
COST
$394B
$608K 0.39%
657
-42
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$3.83T
$571K 0.36%
2,349
-642
GD icon
21
General Dynamics
GD
$90.3B
$464K 0.29%
1,361
-3
JPM icon
22
JPMorgan Chase
JPM
$818B
$413K 0.26%
1,308
-448
V icon
23
Visa
V
$630B
$400K 0.25%
1,171
-27
AVGO icon
24
Broadcom
AVGO
$1.92T
$397K 0.25%
1,202
-31
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.06T
$371K 0.23%
737
-725
1
2