Bwm Planning, LLC Top Holdings and 13F Report (2024) About Bwm Planning, LLCInvestment ActivityBwm Planning, LLC has $225.37 million in total holdings as of September 30, 2024.Bwm Planning, LLC owns shares of 76 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional International Core Equity Market ETF $19,678,928Vanguard Total Stock Market ETF $17,094,287iShares Core S&P 500 ETF $11,202,876Dimensional U.S. Targeted Value ETF $11,125,252Apple $10,935,629 Sector AllocationMap of 500 Largest Holdings ofBwm Planning, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFAIDimensional International Core Equity Market ETF$19,678,928619,2248.7%ETFVTIVanguard Total Stock Market ETF$17,094,28760,3707.6%ETFIVViShares Core S&P 500 ETF$11,202,87619,4225.0%ETFDFATDimensional U.S. Targeted Value ETF$11,125,252199,9874.9%ETFAAPLApple$10,935,62946,9344.9%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$10,786,344393,5194.8%ETFDFASDimensional U.S. Small Cap ETF$9,326,853143,8004.1%ETFAVNMAvantis All International Markets Equity ETF$9,315,951155,2434.1%ETFSPXEProShares S&P 500 Ex-Energy ETF$8,610,798139,1943.8%ETFAVDEAvantis International Equity ETF$8,129,276121,2783.6%ETFQVALAlpha Architect U.S. Quantitative Value ETF$7,992,156173,2303.5%ETFAVUVAvantis U.S. Small Cap Value ETF$7,060,58873,5863.1%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$6,595,843102,7552.9%ETFDFCFDimensional Core Fixed Income ETF$6,485,908150,1722.9%ETFSCHOSchwab Short-Term U.S. Treasury ETF$6,372,209130,0982.8%ETFBRK.BBerkshire Hathaway$4,679,46310,1672.1%FinanceHIDEAlpha Architect High Inflation and Deflation ETF$4,491,240189,7442.0%ETFDISVDimensional International Small Cap Value ETF$4,424,319152,2482.0%ETFXOMExxon Mobil$3,751,13832,0011.7%Oils/EnergyWFCWells Fargo & Company$3,390,22760,0151.5%FinanceBOXXAlpha Architect 1-3 Month Box ETF$3,290,87730,2111.5%ETFIEFAiShares Core MSCI EAFE ETF$3,076,01639,4111.4%ETFTIDAL TR II$3,027,588123,5751.3%RETURN STCKD USDFUVDimensional US Marketwide Value ETF$2,822,70567,7071.3%ETFAVEMAvantis Emerging Markets Equity ETF$2,432,49437,6551.1%ETFAVDVAvantis International Small Cap Value ETF$1,707,05524,1550.8%ETFHDHome Depot$1,646,6864,0640.7%Retail/WholesaleRSBTReturn Stacked Bonds & Managed Futures ETF$1,590,73387,4750.7%ETFCVXChevron$1,586,11910,7700.7%Oils/EnergyDFIVDimensional International Value ETF$1,560,49940,9790.7%ETFDFGRDimensional Global Real Estate ETF$1,412,84148,9550.6%ETFAVIGAvantis Core Fixed Income ETF$1,390,37532,7070.6%ETFSBRSabine Royalty Trust$1,331,27221,5520.6%Oils/EnergyVVVanguard Large-Cap ETF$1,306,0474,9600.6%ETFHPHelmerich & Payne$1,290,77042,4320.6%Oils/EnergyCTRACoterra Energy$1,257,05852,4870.6%Oils/EnergyPBTPermian Basin Royalty Trust$1,233,295103,7250.5%Oils/EnergyCLBCore Laboratories$1,205,10965,0360.5%Oils/EnergyDFUSDimensional U.S. Equity ETF$1,144,22318,3960.5%ETFWESWestern Midstream Partners$1,083,71528,3250.5%Oils/EnergyPSXPhillips 66$1,083,2108,2400.5%Oils/EnergyJNJJohnson & Johnson$1,075,3606,6360.5%MedicalDIMENSIONAL ETF TRUST$953,85117,6280.4%GLOBAL EX US CORJPMJPMorgan Chase & Co.$924,3764,3840.4%FinanceLLYEli Lilly and Company$911,5871,0290.4%MedicalMSFTMicrosoft$888,2302,0640.4%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$778,6687,6850.3%ETFVTEBVanguard Tax-Exempt Bond ETF$703,76913,7670.3%ETFPEPPepsiCo$653,7183,8440.3%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$646,8055,1350.3%ETFEFViShares MSCI EAFE Value ETF$625,92610,8800.3%ETFAVGOBroadcom$623,2493,6130.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$613,1238,1630.3%ETFSP FUNDS TRUST$608,93226,0150.3%S&P WORLD EX USAVREAvantis Real Estate ETF$598,53712,6970.3%ETFSPUSSP Funds S&P 500 Sharia Industry Exclusions ETF$535,67612,8370.2%ManufacturingSCHESchwab Emerging Markets Equity ETF$520,22117,8280.2%ETFVEAVanguard FTSE Developed Markets ETF$444,0368,4080.2%ETFTSLATesla$431,4281,6490.2%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$417,6107910.2%ETFINTCIntel$406,93517,3460.2%Computer and TechnologyCOPConocoPhillips$395,2083,7540.2%Oils/EnergyVBRVanguard Small-Cap Value ETF$324,2601,6150.1%ETFDFNMDimensional National Municipal Bond ETF$323,9316,6730.1%ETFDFACDimensional U.S. Core Equity 2 ETF$323,6949,4400.1%ETFHALHalliburton$322,28011,0940.1%Oils/EnergyETNEaton$310,6879370.1%Industrial ProductsVGITVanguard Intermediate-Term Treasury Index ETF$294,6084,8760.1%ETFDEDeere & Company$273,2596550.1%Industrial ProductsBSVOEA Bridgeway Omni Small-Cap Value ETF$269,29912,1910.1%ETFXLKTechnology Select Sector SPDR Fund$243,4921,0790.1%ETFVTVVanguard Value ETF$239,2151,3700.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$223,6108,2790.1%ETFUNPUnion Pacific$206,8178390.1%TransportationSPSKSP Funds Dow Jones Global Sukuk ETF$203,31311,0400.1%ETFKOSKosmos Energy$128,54931,8980.1%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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