The Analysis of M Wealth Management, LLC's Holdings
Currently, M Wealth Management, LLC holds 48 types of securities in its portfolio with a total value $114.9M. In the most recent quarter, they have increased their positions in MMSD (+11.1K shares, valued at $281.7K), SHYM (+10.0K shares, valued at $222.2K), VXUS (+2.3K shares, valued at $172.2K); decreased their positions in PULS (-10.0K shares, valued at $494.7K), DFAC (-9.7K shares, valued at $383.2K), USFR (-6.6K shares, valued at $333.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST590.0K shares0.08%2025-12-312026-01-29
PULS PGIM ETF TR319.2K shares-3.03%2025-12-312026-01-29 TOTL SSGA ACTIVE ETF TR274.4K shares0.38%2025-12-312026-01-29 VXUS VANGUARD STAR FDS120.5K shares1.93%2025-12-312026-01-29 SCHP SCHWAB STRATEGIC TR195.6K shares2.08%2025-12-312026-01-29 DFAC DIMENSIONAL ETF TRUST116.6K shares-7.66%2025-12-312026-01-29 USFR WISDOMTREE TR80.9K shares-7.58%2025-12-312026-01-29 PDBC INVESCO ACTVELY MNGD ETC FD257.8K shares1.81%2025-12-312026-01-29 IAUM ISHARES GOLD TR76.5K shares0.00%2025-12-312026-01-29 DFAS DIMENSIONAL ETF TRUST36.7K shares-1.32%2025-12-312026-01-29 UYLD ANGEL OAK FUNDS TRUST48.1K shares-1.13%2025-12-312026-01-29 AVGV AMERICAN CENTY ETF TR30.1K shares4.79%2025-12-312026-01-29 DFAE DIMENSIONAL ETF TRUST54.5K shares-2.16%2025-12-312026-01-29 AAPL APPLE INC6.3K shares-0.08%2025-12-312026-01-29 JAAA JANUS DETROIT STR TR31.2K shares-5.53%2025-12-312026-01-29 AVUS AMERICAN CENTY ETF TR12.6K shares-11.35%2025-12-312026-01-29 DFUV DIMENSIONAL ETF TRUST26.5K shares-0.68%2025-12-312026-01-29 REZ ISHARES TR14.3K shares2.89%2025-12-312026-01-29 MMSD NEW YORK LIFE INVTS ACTIVE E44.1K shares33.64%2025-12-312026-01-29 DFAX DIMENSIONAL ETF TRUST32.8K shares-8.06%2025-12-312026-01-29 GLD SPDR GOLD TR2.4K shares-2.55%2025-12-312026-01-29 GDE WISDOMTREE TR14.4K shares-3.36%2025-12-312026-01-29 VUG VANGUARD INDEX FDS1.5K shares0.21%2025-12-312026-01-29 HEFA ISHARES TR16.4K shares1.81%2025-12-312026-01-29 VDC VANGUARD WORLD FD3.1K shares0.39%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR6.0K shares-0.10%2025-12-312026-01-29 SCHH SCHWAB STRATEGIC TR25.0K shares-16.55%2025-12-312026-01-29 SHYM BLACKROCK ETF TRUST II21.2K shares89.29%2025-12-312026-01-29 AVDV AMERICAN CENTY ETF TR4.7K shares0.00%2025-12-312026-01-29 VTI VANGUARD INDEX FDS1.3K shares0.56%2025-12-312026-01-29 CGMU CAPITAL GRP FIXED INCM ETF T14.6K shares60.15%2025-12-312026-01-29 JMST J P MORGAN EXCHANGE TRADED F7.8K shares0.69%2025-12-312026-01-29 EFA ISHARES TR4.1K shares0.00%2025-12-312026-01-29 TSLA TESLA INC871 shares0.11%2025-12-312026-01-29 VT VANGUARD INTL EQUITY INDEX F2.6K shares0.04%2025-12-312026-01-29 GLOF ISHARES TR6.6K shares0.43%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR493 shares0.00%2025-12-312026-01-29 MSFT MICROSOFT CORP688 shares0.00%2025-12-312026-01-29 OUNZ VANECK MERK GOLD ETF7.4K shares0.00%2025-12-312026-01-29 VYMI VANGUARD WHITEHALL FDS3.3K shares0.00%2025-12-312026-01-29 VO VANGUARD INDEX FDS1.0K shares0.81%2025-12-312026-01-29 NVDA NVIDIA CORPORATION1.5K shares0.00%2025-12-312026-01-29 EWJV ISHARES TR6.8K shares0.00%2025-12-312026-01-29 DISV DIMENSIONAL ETF TRUST6.9K shares0.00%2025-12-312026-01-29 INDA ISHARES TR4.3K shares0.00%2025-12-312026-01-29 VWO VANGUARD INTL EQUITY INDEX F4.0K shares1.93%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available