Fmb Wealth Management Portfolio Holdings
Fmb Wealth Management
- $109 Billion
- Q4 2023
Fmb Wealth Management has filed its 13F form on October 15, 2024 for Q4 2023 where it was disclosed a total value porftolio of $109 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $18.4B, American Centy ETF Tr Avantis with a value of $9.31B, Dimensional ETF Tr with a value of $6.52B, Dimensional ETF Tr U S Equity with a value of $6.23B, and Dimensional ETF Tr U S Target with a value of $6.04B.
Examining the 13F form we can see an increase of $16.3B in the current position value, from $93.2B to 109B.
Fmb Wealth Management is based out at Westlake Village, CA
Below you can find more details about Fmb Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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