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.