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CIK: 0002040224
Total reported value
$271.8M
$271.8M
75 檔
28.5%
According to the latest 13F quarterly dataset, Fmb Wealth Management managed an equity portfolio of $271.8M at the end of Q1 2025, spanning 75 distinct U.S. exchange-listed positions.
During Q1 2025, Fmb Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.60% | +0.53% | +6.36% | |
| 2 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 9.47% | -0.03% | -5.33% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.39% | +0.21% | +10.29% | |
| 4 | DXIV | Dimensional Intr Vtor E ETF | ETF-Other | 6.03% | -0.47% | -7.31% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.39% | -0.40% | +19.26% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.87% | +0.06% | +11.73% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.62% | +0.01% | -11.37% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 3.03% | -0.07% | -0.38% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.64% | -0.12% | -1.26% | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 2.58% | -0.03% | +35.10% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.41% | -0.02% | — | |
| 12 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 2.39% | — | +0.20% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 2.36% | -0.15% | -2.98% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.22% | +0.01% | -2.48% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.14% | +0.01% | -6.12% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 2.06% | +0.04% | +6.47% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.02% | +0.06% | +1.20% | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 1.80% | -0.17% | -0.79% | |
| 19 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.44% | +0.31% | +3.76% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.29% | — | +3.47% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.23% | -0.06% | +1.00% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | — | +0.74% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.05% | -11.55% | |
| 24 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.00% | -0.18% | -2.11% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.86% | — | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.20% | +90.03% | |
| 27 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.70% | +0.01% | +10.73% | |
| 28 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.70% | -0.01% | +23.14% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.03% | +0.33% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.01% | +3.71% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.07% | +31.68% | |
| 32 | GNR | State Street Spdr S&p Global | ETF-Other | 0.64% | — | — | |
| 33 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.52% | +0.10% | -0.79% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.01% | +2.75% | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.51% | — | +20.69% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.51% | -0.05% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | — | +9.06% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.46% | +0.06% | +0.08% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.02% | -8.56% | |
| 40 | ANAB | Anaptysbio Inc | Stock-Other | 0.37% | +0.01% | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.34% | — | -0.24% | |
| 42 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.34% | +0.15% | NEW | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.04% | +3.54% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | — | +3.77% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.02% | +0.14% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.29% | — | — | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | -0.07% | +1.80% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.24% | — | — | |
| 49 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.21% | +0.03% | +2.60% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.01% | -0.85% |
According to official SEC Form 13F filings, Fmb Wealth Management reported a total U.S. public equity portfolio value of $271.8M across 75 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DXUV, AVUS) accounted for 28.5% of total reported equity market value during Q1 2025.
During Q1 2025, Fmb Wealth Management's top holdings by market value included DFAC (15.6%)、DXUV (9.5%)、AVUS (6.4%). The largest single position, DFAC, represented 15.6% of total portfolio value.
In Q1 2025, Fmb Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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