The Analysis of FMB WEALTH MANAGEMENT's Holdings
Currently, FMB WEALTH MANAGEMENT holds 89 types of securities in its portfolio with a total value $236.1M. In the most recent quarter, they have increased their positions in DFAC (+109.8K shares, valued at $4.2M), DFIC (+46.4K shares, valued at $1.5M), DFAX (+32.3K shares, valued at $1.0M); decreased their positions in IJR (-1.1K shares, valued at $129.5K), BRK.B (-134 shares, valued at $67.4K), NFLX (-44 shares, valued at $52.8K); initiated new positions in CAT (+493 shares, valued at $235.3K), ORCL (+799 shares, valued at $224.8K), ONEQ (+2.5K shares, valued at $224.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.1M shares11.30%2025-09-302025-10-15
DXUV DIMENSIONAL ETF TRUST338.9K shares-0.01%2025-09-302025-10-15 AVUS AMERICAN CENTY ETF TR144.2K shares3.06%2025-09-302025-10-15 DFAX DIMENSIONAL ETF TRUST440.9K shares7.91%2025-09-302025-10-15 DXIV DIMENSIONAL ETF TRUST208.0K shares-0.04%2025-09-302025-10-15 DFAU DIMENSIONAL ETF TRUST217.2K shares-0.49%2025-09-302025-10-15 DFIC DIMENSIONAL ETF TRUST249.1K shares22.88%2025-09-302025-10-15 DFUS DIMENSIONAL ETF TRUST112.2K shares0.76%2025-09-302025-10-15 DFAT DIMENSIONAL ETF TRUST106.2K shares0.46%2025-09-302025-10-15 DFAI DIMENSIONAL ETF TRUST153.8K shares0.61%2025-09-302025-10-15 DFSD DIMENSIONAL ETF TRUST114.0K shares10.65%2025-09-302025-10-15 AVDE AMERICAN CENTY ETF TR66.6K shares1.30%2025-09-302025-10-15 AVGE AMERICAN CENTY ETF TR62.6K shares-0.01%2025-09-302025-10-15 DFAE DIMENSIONAL ETF TRUST162.5K shares5.65%2025-09-302025-10-15 AAPL APPLE INC19.8K shares1.14%2025-09-302025-10-15 DFUV DIMENSIONAL ETF TRUST107.0K shares0.00%2025-09-302025-10-15 DFAS DIMENSIONAL ETF TRUST65.4K shares-0.94%2025-09-302025-10-15 DFIV DIMENSIONAL ETF TRUST82.6K shares-0.11%2025-09-302025-10-15 NVDA NVIDIA CORPORATION18.8K shares0.32%2025-09-302025-10-15 DUSB DIMENSIONAL ETF TRUST62.2K shares16.61%2025-09-302025-10-15 DCOR DIMENSIONAL ETF TRUST42.8K shares-0.67%2025-09-302025-10-15 AVUV AMERICAN CENTY ETF TR26.0K shares0.00%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR3.8K shares0.00%2025-09-302025-10-15 DFAR DIMENSIONAL ETF TRUST86.0K shares21.76%2025-09-302025-10-15 AMGN AMGEN INC7.0K shares-0.38%2025-09-302025-10-15 MSFT MICROSOFT CORP3.4K shares-0.41%2025-09-302025-10-15 IWR ISHARES TR18.2K shares0.00%2025-09-302025-10-15 AVEM AMERICAN CENTY ETF TR22.3K shares1.78%2025-09-302025-10-15 IVV ISHARES TR2.1K shares0.00%2025-09-302025-10-15 DFEM DIMENSIONAL ETF TRUST43.6K shares52.40%2025-09-302025-10-15 DFIP DIMENSIONAL ETF TRUST31.6K shares8.09%2025-09-302025-10-15 CVX CHEVRON CORP NEW8.4K shares-0.27%2025-09-302025-10-15 GNR SPDR INDEX SHS FDS21.8K shares0.00%2025-09-302025-10-15 AVDV AMERICAN CENTY ETF TR13.2K shares0.00%2025-09-302025-10-15 QQQ INVESCO QQQ TR1.9K shares0.00%2025-09-302025-10-15 TSLA TESLA INC2.2K shares-1.27%2025-09-302025-10-15 GOOGL ALPHABET INC4.0K shares0.30%2025-09-302025-10-15 AMZN AMAZON COM INC4.2K shares-3.51%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares-7.06%2025-09-302025-10-15 DFSV DIMENSIONAL ETF TRUST27.7K shares1.08%2025-09-302025-10-15 META META PLATFORMS INC1.2K shares-0.34%2025-09-302025-10-15 GOOG ALPHABET INC3.5K shares0.00%2025-09-302025-10-15 AVSU AMERICAN CENTY ETF TR11.3K shares1.30%2025-09-302025-10-15 DFAW DIMENSIONAL ETF TRUST10.5K shares60.60%2025-09-302025-10-15 TSM TAIWAN SEMICONDUCTOR MFG LTD2.6K shares0.00%2025-09-302025-10-15 AVGO BROADCOM INC2.2K shares-0.18%2025-09-302025-10-15 NFLX NETFLIX INC556 shares-7.33%2025-09-302025-10-15 SCHF SCHWAB STRATEGIC TR26.8K shares0.00%2025-09-302025-10-15 IJR ISHARES TR4.8K shares-18.36%2025-09-302025-10-15 BAC BANK AMERICA CORP8.7K shares0.00%2025-09-302025-10-15 BA BOEING CO2.1K shares0.00%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.1.3K shares0.55%2025-09-302025-10-15 AVSD AMERICAN CENTY ETF TR5.5K shares0.00%2025-09-302025-10-15 ROK ROCKWELL AUTOMATION INC1.0K shares0.00%2025-09-302025-10-15 XOM EXXON MOBIL CORP2.8K shares0.04%2025-09-302025-10-15 AVES AMERICAN CENTY ETF TR5.5K shares0.00%2025-09-302025-10-15 CRWD CROWDSTRIKE HLDGS INC639 shares-3.91%2025-09-302025-10-15 VTIP VANGUARD MALVERN FDS6.2K shares0.00%2025-09-302025-10-15 ASML ASML HOLDING N V319 shares0.00%2025-09-302025-10-15 VTI VANGUARD INDEX FDS932 shares0.00%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS1.0K shares-3.59%2025-09-302025-10-15 MU MICRON TECHNOLOGY INC1.8K shares0.11%2025-09-302025-10-15 ILCB ISHARES TR3.2K shares0.00%2025-09-302025-10-15 AVNM AMERICAN CENTY ETF TR4.1K shares3.46%2025-09-302025-10-15 HD HOME DEPOT INC708 shares0.14%2025-09-302025-10-15 LRCX LAM RESEARCH CORP2.1K shares0.00%2025-09-302025-10-15 PLTR PALANTIR TECHNOLOGIES INC1.5K shares-9.17%2025-09-302025-10-15 C CITIGROUP INC2.6K shares4.10%2025-09-302025-10-15 AVRE AMERICAN CENTY ETF TR5.8K shares0.00%2025-09-302025-10-15 DIS DISNEY WALT CO2.2K shares0.86%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON1.4K shares-0.73%2025-09-302025-10-15 DUHP DIMENSIONAL ETF TRUST6.3K shares0.00%2025-09-302025-10-15 VWO VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2025-09-302025-10-15 CAT CATERPILLAR INC493 sharesnew addition2025-09-302025-10-15 XLK SELECT SECTOR SPDR TR809 shares0.00%2025-09-302025-10-15 AVLV AMERICAN CENTY ETF TR3.1K shares0.00%2025-09-302025-10-15 SHEL SHELL PLC3.1K shares0.00%2025-09-302025-10-15 ORCL ORACLE CORP799 sharesnew addition2025-09-302025-10-15 ONEQ FIDELITY COMWLTH TR2.5K sharesnew addition2025-09-302025-10-15 PG PROCTER AND GAMBLE CO1.4K shares-0.14%2025-09-302025-10-15 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-10-15 T AT&T INC7.6K shares-0.17%2025-09-302025-10-15 AXP AMERICAN EXPRESS CO646 shares0.00%2025-09-302025-10-15 HSBC HSBC HLDGS PLC3.0K sharesnew addition2025-09-302025-10-15 COST COSTCO WHSL CORP NEW229 shares-6.91%2025-09-302025-10-15 NEE NEXTERA ENERGY INC2.8K sharesnew addition2025-09-302025-10-15 UBER UBER TECHNOLOGIES INC2.1K sharesnew addition2025-09-302025-10-15 USA LIBERTY ALL STAR EQUITY FD11.7K shares0.00%2025-09-302025-10-15 LYG LLOYDS BANKING GROUP PLC11.8K shares0.00%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available