25 is the total number of securities Core Wealth Management, Inc. has owned. The longest Core Wealth Management, Inc. has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DFAC | DIMENSIONAL ETF TRUST | 4 | 4 | 39.33% | 39.62% | 39.94% | Q4 2022 | Q3 2023 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 23.90% | 24.21% | 24.67% | Q4 2022 | Q3 2023 | 4 | |
| DIMENSIONAL ETF TRUST | 4 | 4 | 23.39% | 23.81% | 24.05% | Q4 2022 | Q3 2023 | 4 | |
| DIMENSIONAL ETF TRUST | 4 | 4 | 3.38% | 3.51% | 3.64% | Q4 2022 | Q3 2023 | 4 | |
| DIMENSIONAL ETF TRUST | 4 | 4 | 3.28% | 3.43% | 3.56% | Q4 2022 | Q3 2023 | 4 | |
| DIMENSIONAL ETF TRUST | 4 | 4 | 1.64% | 1.91% | 2.17% | Q4 2022 | Q3 2023 | 4 | |
| NEE | NEXTERA ENERGY INC | 4 | 4 | 0.46% | 0.65% | 0.79% | Q4 2022 | Q3 2023 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 0.48% | 0.49% | 0.53% | Q4 2022 | Q3 2023 | 4 | |
| MCD | MCDONALDS CORP | 4 | 4 | 0.15% | 0.36% | 0.66% | Q4 2022 | Q3 2023 | 4 |
| VTI | VANGUARD INDEX FDS | 4 | 4 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q3 2023 | 4 |
| IWV | ISHARES TR | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
| MSFT | MICROSOFT CORP | 4 | 4 | 0.16% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
| SDY | SPDR SER TR | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
| CPK | CHESAPEAKE UTILS CORP | 4 | 4 | 0.10% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
| AGG | ISHARES TR | 3 | 3 | 0.14% | 0.47% | 0.72% | Q4 2022 | Q2 2023 | 3 |
| PG | PROCTER AND GAMBLE CO | 3 | 3 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q2 2023 | 3 |
| AAPL | APPLE INC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
| PAYX | PAYCHEX INC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
| CHPT | CHARGEPOINT HOLDINGS INC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
| CANO | CANO HEALTH INC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
| GOOGL | ALPHABET INC | 2 | 2 | 0.28% | 0.35% | 0.42% | Q2 2023 | Q3 2023 | 2 |
| IVW | ISHARES TR | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
| GOOG | ALPHABET INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
| DIMENSIONAL ETF TRUST | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 | |
| ESRT | EMPIRE ST RLTY TR INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of Core Wealth Management, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Core Wealth Management, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Core Wealth Management, Inc. owns currently or has owned in the past.