$193 Million is the total value of Core Wealth Management, Inc.'s 20 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTglobal real est | $220,402 | – | 9,835 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 39.9% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 24.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 24.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.2% |
| NEXTERA ENERGY INC | 4 | Q3 2023 | 0.8% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 0.5% |
| MCDONALDS CORP | 4 | Q3 2023 | 0.7% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 0.2% |
View Core Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-17 |
| 13F-HR/A | 2023-02-15 |
| 13F-HR | 2023-02-13 |
View Core Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.