BWM Planning, LLC
88 holdingsFiling period: 2026-03-31Current AUM: $418.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 121.5K | $39.0M | $44.7M | 10.70% | +10.6K | 2026-03-31 |
| 2 | AVUV | AMERICAN CENTY ETF TR | 350.3K | $38.7M | $43.9M | 10.50% | +8.3K | 2026-03-31 |
| 3 | AVNM | AMERICAN CENTY ETF TR | 379.0K | $28.9M | $31.1M | 7.44% | +43.7K | 2026-03-31 |
| 4 | AVDE | AMERICAN CENTY ETF TR | 284.6K | $24.1M | $26.0M | 6.21% | -16,758 | 2026-03-31 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 557.1K | $21.7M | $23.5M | 5.61% | -58,770 | 2026-03-31 |
| 6 | SCHO | SCHWAB STRATEGIC TR | 703.7K | $17.1M | $17.0M | 4.06% | +73.7K | 2026-03-31 |
| 7 | QVAL | EA SERIES TRUST | 290.3K | $15.1M | $17.0M | 4.06% | -11,536 | 2026-03-31 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 340.6K | $14.4M | $14.1M | 3.38% | +28.9K | 2026-03-31 |
| 9 | QMOM | EA SERIES TRUST | 201.0K | $13.7M | $14.8M | 3.54% | +4.0K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 49.0K | $12.4M | $15.1M | 3.62% | -565 | 2026-03-31 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | 365.6K | $12.4M | $13.7M | 3.28% | -34,701 | 2026-03-31 |
| 12 | HIDE | EA SERIES TRUST | 418.4K | $10.0M | $10.2M | 2.44% | +17.2K | 2026-03-31 |
| 13 | SPXE | PROSHARES TR | 139.2K | $9.7M | $11.2M | 2.68% | -- | 2026-03-31 |
| 14 | IVV | ISHARES TR | 13.4K | $8.7M | $10.0M | 2.40% | -2,527 | 2026-03-31 |
| 15 | RSST | TIDAL TRUST II | 225.5K | $6.4M | $7.3M | 1.76% | +24.6K | 2026-03-31 |
| 16 | DFAT | DIMENSIONAL ETF TRUST | 101.0K | $6.3M | $7.1M | 1.71% | -23,122 | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.8K | $5.6M | $5.6M | 1.35% | +1.4K | 2026-03-31 |
| 18 | DISV | DIMENSIONAL ETF TRUST | 140.4K | $5.5M | $5.9M | 1.42% | -10,125 | 2026-03-31 |
| 19 | WFC | WELLS FARGO & CO | 61.3K | $4.9M | $5.3M | 1.27% | -91 | 2026-03-31 |
| 20 | AVEM | AMERICAN CENTY ETF TR | 53.7K | $4.3M | $4.8M | 1.15% | -1,027 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 24.7K | $4.2M | $3.8M | 0.92% | -25,789 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 24.7K | $4.2M | $3.8M | 0.92% | -25,789 | 2026-03-31 |
| 23 | DFAS | DIMENSIONAL ETF TRUST | 58.1K | $4.1M | $4.7M | 1.13% | -15,204 | 2026-03-31 |
| 24 | SUB | ISHARES TR | 36.4K | $3.9M | $3.9M | 0.92% | +10.6K | 2026-03-31 |
| 25 | IEFA | ISHARES TR | 40.2K | $3.6M | $3.9M | 0.94% | -- | 2026-03-31 |
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