Filer Name: UNITED WEALTH MANAGEMENT, LLC
CIK: 2055362
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 21
Portfolio Value: $0.30B

United Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 3,141,750 $109M 36.62% - -
DFGX US DIM GBL EX US C FIXED INC 576,800 $30M 10.17% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 863,493 $22M 7.52% - -
DUHP US DIMENSIONAL US HIGH PROFI ET 652,508 $22M 7.43% - -
DFSV US DIMENSIONAL US SMALL CAP VAL 707,797 $22M 7.34% - -
VGIT US VANGUARD INTERMEDIATE-TERM T 347,561 $20M 6.79% - -
DFGP US DIM GLOBAL CP FIXED INCOME 278,068 $15M 4.95% - -
DFAR US DIMENSIONAL US REAL EST ETF 441,195 $10M 3.46% - -
DFCF US DIMENSIONAL CORE FIXED INC 211,113 $9M 2.94% - -
DISV US DIMENSIONAL INTERNATIONAL SM 276,151 $7M 2.47% - -
DIHP US DIMENSIONAL INTERNATIONAL HI 288,457 $7M 2.45% - -
DFEM US DIMENSIONAL EMERGING MARKETS 235,401 $6M 2.08% - -
DFNM US DIMENSIONAL NATIONAL MUNI BD 96,271 $5M 1.55% - -
DFEV US DIMENSIONAL EMERGING MARKETS 124,195 $3M 1.10% - -
DEHP US DIMENSIONAL EMERGING MARKETS 129,678 $3M 1.08% - -
DFAX US DIMENSIONAL WORLD EX US CORE 107,435 $3M 0.90% - -
DFSU US DIMENSIONAL US SUS CORE1 ETF 50,497 $2M 0.64% - -
DFSI US DIMENSIONAL INT SUS COR1 ETF 14,657 $0M 0.16% - -
UAL US UNITED AIRLINES HOLDINGS INC 3,913 $0M 0.13% - -
WFC US WELLS FARGO & CO 4,798 $0M 0.11% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us