BWM Planning, LLC: 13F holdings
CIK 20396982026Q2
| Positions | 99 |
|---|---|
| Reported value | $431.2m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 128,127 | $47.4m | 11.0% |
| AVUV AMERICAN CENTY ETF TR | 362,254 | $45.2m | 10.5% |
| GRBK AMERICAN CENTY ETF TR | 406,514 | $33.5m | 7.8% |
| AVDE AMERICAN CENTY ETF TR | 287,431 | $25.6m | 5.9% |
| DFAI DIMENSIONAL ETF TRUST | 568,312 | $23.4m | 5.4% |
| SCHO SCHWAB STRATEGIC TR | 743,052 | $17.9m | 4.2% |
| EA SERIES TRUST | 300,787 | $16.7m | 3.9% |
| EA SERIES TRUST | 205,011 | $16.1m | 3.7% |
| DFCF DIMENSIONAL ETF TRUST | 370,444 | $15.6m | 3.6% |
| AAPL APPLE INC | 50,515 | $14.6m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2039698")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.