The Analysis of FMB WEALTH MANAGEMENT's Holdings

Currently, FMB WEALTH MANAGEMENT holds 91 types of securities in its portfolio with a total value $253.4M. In the most recent quarter, they have increased their positions in DFAC (+50.7K shares, valued at $2.0M), MAR (+5.7K shares, valued at $1.8M), DFSD (+35.3K shares, valued at $1.7M); decreased their positions in DXUV (-10.0K shares, valued at $599.2K), DXIV (-4.3K shares, valued at $281.1K), AVUV (-2.7K shares, valued at $270.8K); initiated new positions in MAR (+5.7K shares, valued at $1.8M), BSV (+12.0K shares, valued at $944.0K), SCHW (+6.6K shares, valued at $660.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.1M shares4.69%2025-12-312026-01-22

DXUV DIMENSIONAL ETF TRUST328.8K shares-2.96%2025-12-312026-01-22

AVUS AMERICAN CENTY ETF TR152.1K shares5.46%2025-12-312026-01-22

DFAX DIMENSIONAL ETF TRUST465.6K shares5.61%2025-12-312026-01-22

DXIV DIMENSIONAL ETF TRUST203.7K shares-2.08%2025-12-312026-01-22

DFAU DIMENSIONAL ETF TRUST218.1K shares0.40%2025-12-312026-01-22

DFIC DIMENSIONAL ETF TRUST260.8K shares4.70%2025-12-312026-01-22

DFUS DIMENSIONAL ETF TRUST112.4K shares0.22%2025-12-312026-01-22

Sponsored

DFSD DIMENSIONAL ETF TRUST149.3K shares30.97%2025-12-312026-01-22

DFAT DIMENSIONAL ETF TRUST105.8K shares-0.32%2025-12-312026-01-22

DFAI DIMENSIONAL ETF TRUST154.9K shares0.71%2025-12-312026-01-22

AVDE AMERICAN CENTY ETF TR71.6K shares7.49%2025-12-312026-01-22

AVGE AMERICAN CENTY ETF TR62.8K shares0.33%2025-12-312026-01-22

AAPL APPLE INC19.7K shares-0.53%2025-12-312026-01-22

DFAE DIMENSIONAL ETF TRUST160.2K shares-1.41%2025-12-312026-01-22

DFUV DIMENSIONAL ETF TRUST106.5K shares-0.42%2025-12-312026-01-22

Sponsored

DFAS DIMENSIONAL ETF TRUST64.9K shares-0.67%2025-12-312026-01-22

DFIV DIMENSIONAL ETF TRUST82.6K shares-0.04%2025-12-312026-01-22

NVDA NVIDIA CORPORATION18.8K shares0.12%2025-12-312026-01-22

DCOR DIMENSIONAL ETF TRUST44.5K shares3.88%2025-12-312026-01-22

DUSB DIMENSIONAL ETF TRUST62.6K shares0.61%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR4.2K shares9.68%2025-12-312026-01-22

AVUV AMERICAN CENTY ETF TR23.4K shares-10.20%2025-12-312026-01-22

AMGN AMGEN INC7.0K shares0.34%2025-12-312026-01-22

Sponsored

DFAR DIMENSIONAL ETF TRUST88.0K shares2.29%2025-12-312026-01-22

AVEM AMERICAN CENTY ETF TR24.7K shares10.44%2025-12-312026-01-22

IWR ISHARES TR18.7K shares2.35%2025-12-312026-01-22

MAR MARRIOTT INTL INC NEW5.7K sharesnew addition2025-12-312026-01-22

MSFT MICROSOFT CORP3.4K shares0.03%2025-12-312026-01-22

DFEM DIMENSIONAL ETF TRUST45.4K shares4.02%2025-12-312026-01-22

IVV ISHARES TR2.1K shares0.00%2025-12-312026-01-22

GNR SPDR INDEX SHS FDS21.8K shares0.00%2025-12-312026-01-22

Sponsored

DFIP DIMENSIONAL ETF TRUST31.6K shares-0.06%2025-12-312026-01-22

CVX CHEVRON CORP NEW8.4K shares-0.48%2025-12-312026-01-22

ALPHABET INC ALPHABET INC4.0K shares1.51%2025-12-312026-01-22

AVDV AMERICAN CENTY ETF TR12.9K shares-2.52%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR1.9K shares0.00%2025-12-312026-01-22

ALPHABET INC ALPHABET INC3.5K shares0.00%2025-12-312026-01-22

AMZN AMAZON COM INC4.3K shares2.57%2025-12-312026-01-22

VTIP VANGUARD MALVERN FDS20.1K shares225.02%2025-12-312026-01-22

Sponsored

BSV VANGUARD BD INDEX FDS12.0K sharesnew addition2025-12-312026-01-22

DFSV DIMENSIONAL ETF TRUST27.8K shares0.43%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares-0.23%2025-12-312026-01-22

AVSU AMERICAN CENTY ETF TR11.3K shares0.00%2025-12-312026-01-22

DFAW DIMENSIONAL ETF TRUST11.3K shares7.63%2025-12-312026-01-22

TSLA TESLA INC1.8K shares-17.14%2025-12-312026-01-22

TSM TAIWAN SEMICONDUCTOR MFG LTD2.6K shares0.00%2025-12-312026-01-22

BROADCOM INC BROADCOM INC2.2K shares1.36%2025-12-312026-01-22

Sponsored

META META PLATFORMS INC1.2K shares1.38%2025-12-312026-01-22

SCHW SCHWAB CHARLES CORP6.6K sharesnew addition2025-12-312026-01-22

SCHF SCHWAB STRATEGIC TR26.8K shares0.00%2025-12-312026-01-22

IJR ISHARES TR4.8K shares0.00%2025-12-312026-01-22

NFLX NETFLIX INC5.7K shares926.98%2025-12-312026-01-22

BAC BANK AMERICA CORP8.7K shares0.00%2025-12-312026-01-22

BA BOEING CO2.1K shares0.00%2025-12-312026-01-22

AVNM AMERICAN CENTY ETF TR6.0K shares48.78%2025-12-312026-01-22

Sponsored

JPM JPMORGAN CHASE & CO.1.3K shares0.00%2025-12-312026-01-22

AVSD AMERICAN CENTY ETF TR5.5K shares0.00%2025-12-312026-01-22

MU MICRON TECHNOLOGY INC1.4K shares-18.73%2025-12-312026-01-22

ROK ROCKWELL AUTOMATION INC1.0K shares0.00%2025-12-312026-01-22

LAM RESEARCH CORP LAM RESEARCH CORP2.1K shares0.00%2025-12-312026-01-22

XOM EXXON MOBIL CORP2.9K shares2.32%2025-12-312026-01-22

ASML ASML HOLDING N V319 shares0.00%2025-12-312026-01-22

AVES AMERICAN CENTY ETF TR5.5K shares0.00%2025-12-312026-01-22

Sponsored

AVRE AMERICAN CENTY ETF TR7.2K shares24.17%2025-12-312026-01-22

CITIGROUP INC CITIGROUP INC2.6K shares0.00%2025-12-312026-01-22

ILCB ISHARES TR3.2K shares0.00%2025-12-312026-01-22

VTI VANGUARD INDEX FDS882 shares-5.36%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON1.4K shares5.31%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS995 shares-5.06%2025-12-312026-01-22

CAT CATERPILLAR INC493 shares0.00%2025-12-312026-01-22

LLY ELI LILLY & CO258 sharesnew addition2025-12-312026-01-22

Sponsored

ANAB ANAPTYSBIO INC5.6K sharesnew addition2025-12-312026-01-22

DIS DISNEY WALT CO2.2K shares-0.45%2025-12-312026-01-22

HD HOME DEPOT INC705 shares-0.42%2025-12-312026-01-22

DUHP DIMENSIONAL ETF TRUST6.4K shares0.82%2025-12-312026-01-22

RTX RTX CORPORATION1.3K shares0.00%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC1.3K shares-9.35%2025-12-312026-01-22

CRWD CROWDSTRIKE HLDGS INC510 shares-20.19%2025-12-312026-01-22

HSBC HSBC HLDGS PLC3.0K shares0.00%2025-12-312026-01-22

Sponsored

VWO VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR1.6K shares99.88%2025-12-312026-01-22

SHEL SHELL PLC3.1K shares-0.10%2025-12-312026-01-22

AZN ASTRAZENECA PLC2.5K sharesnew addition2025-12-312026-01-22

DFSU DIMENSIONAL ETF TRUST5.2K sharesnew addition2025-12-312026-01-22

NEE NEXTERA ENERGY INC2.8K shares0.22%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO589 shares-8.82%2025-12-312026-01-22

AVLV AMERICAN CENTY ETF TR2.7K shares-13.12%2025-12-312026-01-22

Sponsored

PG PROCTER AND GAMBLE CO1.4K shares-0.56%2025-12-312026-01-22

USA LIBERTY ALL STAR EQUITY FD11.7K shares0.00%2025-12-312026-01-22

LYG LLOYDS BANKING GROUP PLC11.8K shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available