FMB WEALTH MANAGEMENT

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Westlake Village, CA
CIK
0002040224
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 75 176,942 DIMENSIONAL ETF TRUST, DFAC, AVUS, DFAU 13F-HR 11/4/2024 000204022424000010
Q2 2024 69 131,510 DFAC, AVUS, DFAU, DFUS 13F-HR 11/4/2024 000204022424000009
Q1 2024 67 125,353 DFAC, AVUS, DFAU, DFUS 13F-HR 11/4/2024 000204022424000008
Q4 2023 63 109,441 DFAC, AVUS, DFAU, DFUS 13F-HR 10/15/2024 000204022424000006
Q3 2023 52 93,158 DFAC, AVUS, DFAU, DFUS 13F-HR 10/15/2024 000204022424000005
Q2 2023 53 94,188 DFAC, AVUS, DFAU, DFAT 13F-HR 10/15/2024 000204022424000004
Q1 2023 52 83,806 DFAC, AVUS, DFAT, DFUS 13F-HR 10/15/2024 000204022424000003
Q4 2022 54 77,681 DFAC, AVUS, DFAT, DFUS 13F-HR 10/15/2024 000204022424000002