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The Analysis of FMB WEALTH MANAGEMENT's Holdings & P&L

Currently, FMB WEALTH MANAGEMENT holds 73 types of securities in its portfolio with a total value $241.7M. In the most recent quarter, they have increased their positions in VTI (+7.9K shares, valued at $2.5M), AVUS (+17.1K shares, valued at $1.9M), VO (+3.0K shares, valued at $875.9K); decreased their positions in DFAE (-75.2K shares, valued at $2.5M), SPY (-3.8K shares, valued at $2.5M), DFAI (-28.3K shares, valued at $1.1M); initiated new positions in VO (+3.0K shares, valued at $875.9K).

1M P&L

+8.6M+3.38%

3M P&L

+7.1M+2.80%

HY P&L

+29.9M+12.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A219.4M

92.4%

2Consumer Electronics4.1M

1.7%

3Semiconductors2.8M

1.2%

Top Industries by Stock Count

1N/A46 stocks

69.7%

2Drug Manufacturers - General2 stocks

3.0%

3Oil & Gas Integrated2 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.1M shares0.37%2026-03-312026-04-16

DXUV DIMENSIONAL ETF TRUST327.6K shares-0.37%2026-03-312026-04-16

AVUS AMERICAN CENTY ETF TR169.2K shares11.21%2026-03-312026-04-16

DFAX DIMENSIONAL ETF TRUST476.6K shares2.36%2026-03-312026-04-16

DXIV DIMENSIONAL ETF TRUST203.0K shares-0.32%2026-03-312026-04-16

DFIC DIMENSIONAL ETF TRUST279.6K shares7.21%2026-03-312026-04-16

DFAU DIMENSIONAL ETF TRUST217.4K shares-0.29%2026-03-312026-04-16

DFUS DIMENSIONAL ETF TRUST113.5K shares0.91%2026-03-312026-04-16

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DFSD DIMENSIONAL ETF TRUST159.4K shares6.76%2026-03-312026-04-16

DFAT DIMENSIONAL ETF TRUST105.3K shares-0.53%2026-03-312026-04-16

AVDE AMERICAN CENTY ETF TR76.4K shares6.63%2026-03-312026-04-16

AVGE AMERICAN CENTY ETF TR62.0K shares-1.26%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST105.7K shares-0.80%2026-03-312026-04-16

DFAI DIMENSIONAL ETF TRUST126.7K shares-18.25%2026-03-312026-04-16

DFAS DIMENSIONAL ETF TRUST62.7K shares-3.44%2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST81.1K shares-1.73%2026-03-312026-04-16

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AAPL APPLE INC16.3K shares-17.28%2026-03-312026-04-16

DCOR DIMENSIONAL ETF TRUST46.7K shares4.91%2026-03-312026-04-16

DUSB DIMENSIONAL ETF TRUST62.2K shares-0.54%2026-03-312026-04-16

DFAE DIMENSIONAL ETF TRUST85.0K shares-46.92%2026-03-312026-04-16

VTI VANGUARD INDEX FDS8.8K shares898.41%2026-03-312026-04-16

AVUV AMERICAN CENTY ETF TR23.4K shares0.00%2026-03-312026-04-16

NVDA NVIDIA CORPORATION14.0K shares-25.93%2026-03-312026-04-16

AMGN AMGEN INC6.4K shares-8.39%2026-03-312026-04-16

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DFAR DIMENSIONAL ETF TRUST94.3K shares7.22%2026-03-312026-04-16

AVEM AMERICAN CENTY ETF TR26.2K shares6.26%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW5.6K shares-1.36%2026-03-312026-04-16

CVX CHEVRON CORPORATION7.8K shares-6.85%2026-03-312026-04-16

DFEM DIMENSIONAL ETF TRUST44.8K shares-1.25%2026-03-312026-04-16

IVV ISHARES TR2.1K shares1.19%2026-03-312026-04-16

DFIP DIMENSIONAL ETF TRUST31.6K shares0.00%2026-03-312026-04-16

AVDV AMERICAN CENTY ETF TR12.9K shares0.00%2026-03-312026-04-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.9K shares0.00%2026-03-312026-04-16

VTIP VANGUARD MALVERN FDS22.1K shares10.15%2026-03-312026-04-16

DFSV DIMENSIONAL ETF TRUST27.6K shares-0.79%2026-03-312026-04-16

DFAW DIMENSIONAL ETF TRUST12.3K shares8.62%2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS11.5K shares-3.72%2026-03-312026-04-16

VO VANGUARD INDEX FDS3.0K sharesnew addition2026-03-312026-04-16

AVSU AMERICAN CENTY ETF TR11.6K shares2.82%2026-03-312026-04-16

ALPHABET INC ALPHABET INC2.6K shares-34.72%2026-03-312026-04-16

Sponsored

MSFT MICROSOFT CORP1.8K shares-46.10%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR26.8K shares0.00%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares-24.16%2026-03-312026-04-16

ALPHABET INC ALPHABET INC2.2K shares-37.64%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP6.3K shares-5.14%2026-03-312026-04-16

AVNM AMERICAN CENTY ETF TR7.0K shares15.20%2026-03-312026-04-16

AMZN AMAZON COM INC2.3K shares-46.70%2026-03-312026-04-16

TSLA TESLA INC1.3K shares-29.34%2026-03-312026-04-16

Sponsored

NFLX NETFLIX INC.4.7K shares-18.21%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC1.2K shares-14.32%2026-03-312026-04-16

AVSD AMERICAN CENTY ETF TR5.5K shares0.00%2026-03-312026-04-16

META META PLATFORMS INC678 shares-42.15%2026-03-312026-04-16

BA BOEING CO1.9K shares-6.13%2026-03-312026-04-16

BROADCOM INC BROADCOM INC1.2K shares-45.28%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares-14.56%2026-03-312026-04-16

ROK ROCKWELL AUTOMATION INC974 shares-2.89%2026-03-312026-04-16

Sponsored

BAC BANK AMERICA CORP7.0K shares-19.82%2026-03-312026-04-16

AVRE AMERICAN CENTY ETF TR7.6K shares5.26%2026-03-312026-04-16

AVES AMERICAN CENTY ETF TR5.5K shares0.00%2026-03-312026-04-16

XOM EXXON MOBIL CORP1.8K shares-37.17%2026-03-312026-04-16

ANAB ANAPTYSBIO INC5.6K shares0.00%2026-03-312026-04-16

ILCB ISHARES TR3.2K shares0.00%2026-03-312026-04-16

DFSU DIMENSIONAL ETF TRUST6.7K shares29.59%2026-03-312026-04-16

CAT CATERPILLAR INC383 shares-22.31%2026-03-312026-04-16

Sponsored

CITIGROUP INC CITIGROUP INC2.3K shares-12.64%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON975 shares-31.67%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2026-03-312026-04-16

DUHP DIMENSIONAL ETF TRUST6.4K shares0.00%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T351 shares-91.58%2026-03-312026-04-16

AVLV AMERICAN CENTY ETF TR2.7K shares0.00%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-04-16

NEE NEXTERA ENERGY INC2.3K shares-18.19%2026-03-312026-04-16

Sponsored

USA LIBERTY ALL STAR EQUITY FD11.7K shares0.00%2026-03-312026-04-16

DFAC

DIMENSIONAL ETF TRUST

0.37%

Shares1.1M

Event2026-03-31

Filed2026-04-16

DXUV

DIMENSIONAL ETF TRUST

-0.37%

Shares327.6K

Event2026-03-31

Filed2026-04-16

AVUS

AMERICAN CENTY ETF TR

11.21%

Shares169.2K

Event2026-03-31

Filed2026-04-16

DFAX

DIMENSIONAL ETF TRUST

2.36%

Shares476.6K

Event2026-03-31

Filed2026-04-16

DXIV

DIMENSIONAL ETF TRUST

-0.32%

Shares203.0K

Event2026-03-31

Filed2026-04-16

DFIC

DIMENSIONAL ETF TRUST

7.21%

Shares279.6K

Event2026-03-31

Filed2026-04-16

DFAU

DIMENSIONAL ETF TRUST

-0.29%

Shares217.4K

Event2026-03-31

Filed2026-04-16

DFUS

DIMENSIONAL ETF TRUST

0.91%

Shares113.5K

Event2026-03-31

Filed2026-04-16

DFSD

DIMENSIONAL ETF TRUST

6.76%

Shares159.4K

Event2026-03-31

Filed2026-04-16

DFAT

DIMENSIONAL ETF TRUST

-0.53%

Shares105.3K

Event2026-03-31

Filed2026-04-16

AVDE

AMERICAN CENTY ETF TR

6.63%

Shares76.4K

Event2026-03-31

Filed2026-04-16

AVGE

AMERICAN CENTY ETF TR

-1.26%

Shares62.0K

Event2026-03-31

Filed2026-04-16

DFUV

DIMENSIONAL ETF TRUST

-0.80%

Shares105.7K

Event2026-03-31

Filed2026-04-16

DFAI

DIMENSIONAL ETF TRUST

-18.25%

Shares126.7K

Event2026-03-31

Filed2026-04-16

DFAS

DIMENSIONAL ETF TRUST

-3.44%

Shares62.7K

Event2026-03-31

Filed2026-04-16

DFIV

DIMENSIONAL ETF TRUST

-1.73%

Shares81.1K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-17.28%

Shares16.3K

Event2026-03-31

Filed2026-04-16

DCOR

DIMENSIONAL ETF TRUST

4.91%

Shares46.7K

Event2026-03-31

Filed2026-04-16

DUSB

DIMENSIONAL ETF TRUST

-0.54%

Shares62.2K

Event2026-03-31

Filed2026-04-16

DFAE

DIMENSIONAL ETF TRUST

-46.92%

Shares85.0K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

898.41%

Shares8.8K

Event2026-03-31

Filed2026-04-16

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares23.4K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-25.93%

Shares14.0K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

-8.39%

Shares6.4K

Event2026-03-31

Filed2026-04-16

DFAR

DIMENSIONAL ETF TRUST

7.22%

Shares94.3K

Event2026-03-31

Filed2026-04-16

AVEM

AMERICAN CENTY ETF TR

6.26%

Shares26.2K

Event2026-03-31

Filed2026-04-16

MAR

MARRIOTT INTL INC NEW

-1.36%

Shares5.6K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

-6.85%

Shares7.8K

Event2026-03-31

Filed2026-04-16

DFEM

DIMENSIONAL ETF TRUST

-1.25%

Shares44.8K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

1.19%

Shares2.1K

Event2026-03-31

Filed2026-04-16

DFIP

DIMENSIONAL ETF TRUST

0.00%

Shares31.6K

Event2026-03-31

Filed2026-04-16

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-16

VTIP

VANGUARD MALVERN FDS

10.15%

Shares22.1K

Event2026-03-31

Filed2026-04-16

DFSV

DIMENSIONAL ETF TRUST

-0.79%

Shares27.6K

Event2026-03-31

Filed2026-04-16

DFAW

DIMENSIONAL ETF TRUST

8.62%

Shares12.3K

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD BD INDEX FDS

-3.72%

Shares11.5K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

New

Shares3.0K

Event2026-03-31

Filed2026-04-16

AVSU

AMERICAN CENTY ETF TR

2.82%

Shares11.6K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-34.72%

Shares2.6K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-46.10%

Shares1.8K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares26.8K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-24.16%

Shares1.3K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-37.64%

Shares2.2K

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP

-5.14%

Shares6.3K

Event2026-03-31

Filed2026-04-16

AVNM

AMERICAN CENTY ETF TR

15.20%

Shares7.0K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-46.70%

Shares2.3K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

-29.34%

Shares1.3K

Event2026-03-31

Filed2026-04-16

NFLX

NETFLIX INC.

-18.21%

Shares4.7K

Event2026-03-31

Filed2026-04-16

MICRON TECHNOLOGY INC

-14.32%

Shares1.2K

Event2026-03-31

Filed2026-04-16

AVSD

AMERICAN CENTY ETF TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-16