MWM

Momentous Wealth Management Portfolio holdings

AUM $155M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.92M
3
+$2.67M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.38M
5
CVBF icon
CVB Financial
CVBF
+$2.17M

Top Sells

1
+$283K
2
+$80K
3
+$55.7K
4
LOT icon
Lotus Technology
LOT
+$55.2K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$26.7K

Sector Composition

1 Technology 4.72%
2 Financials 3.5%
3 Industrials 2.01%
4 Communication Services 1.49%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$38.4B
$26.6M 18.84%
806,724
+72,094
VCRB icon
2
Vanguard Core Bond ETF
VCRB
$3.84B
$23.4M 16.55%
301,858
+54,307
DFAX icon
3
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.66B
$19M 13.42%
723,859
+111,560
DFCF icon
4
Dimensional Core Fixed Income ETF
DFCF
$8.14B
$15.5M 10.99%
369,273
+63,515
SCHF icon
5
Schwab International Equity ETF
SCHF
$52.6B
$12.8M 9.04%
645,396
+14,220
DFSB icon
6
Dimensional Global Sustainability Fixed Income ETF
DFSB
$532M
$7.52M 5.32%
146,053
+8,898
DFLV icon
7
Dimensional US Large Cap Value ETF
DFLV
$4.24B
$5.86M 4.15%
191,579
+16,674
DFSU icon
8
Dimensional US Sustainability Core 1 ETF
DFSU
$1.71B
$5.35M 3.79%
149,380
+4,035
AAPL icon
9
Apple
AAPL
$3.85T
$2.86M 2.03%
12,895
+1,200
DFSI icon
10
Dimensional International Sustainability Core 1 ETF
DFSI
$836M
$2.46M 1.74%
70,628
+6,873
PH icon
11
Parker-Hannifin
PH
$97B
$2.45M 1.73%
4,030
+12
CVBF icon
12
CVB Financial
CVBF
$2.57B
$2.17M 1.54%
+117,495
MSFT icon
13
Microsoft
MSFT
$3.87T
$1.75M 1.24%
4,660
+462
NVDA icon
14
NVIDIA
NVDA
$4.44T
$1.28M 0.9%
11,776
+3,274
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.06T
$818K 0.58%
1,535
+964
BRK.A icon
16
Berkshire Hathaway Class A
BRK.A
$1.06T
$798K 0.57%
+1
COST icon
17
Costco
COST
$417B
$773K 0.55%
818
+117
XOM icon
18
Exxon Mobil
XOM
$494B
$767K 0.54%
6,453
+3,227
AMZN icon
19
Amazon
AMZN
$2.36T
$717K 0.51%
3,768
+356
DFSE icon
20
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$472M
$675K 0.48%
20,055
+2,885
META icon
21
Meta Platforms (Facebook)
META
$1.84T
$647K 0.46%
1,123
+70
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.07T
$573K 0.41%
3,669
-49
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$3.06T
$463K 0.33%
2,993
+1,178
JPM icon
24
JPMorgan Chase
JPM
$802B
$438K 0.31%
1,784
+591
V icon
25
Visa
V
$671B
$410K 0.29%
1,171
+36
1
2 3