Filer Name: MOMENTOUS WEALTH MANAGEMENT, INC.
CIK: 2055574
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 39
Portfolio Value: $0.12B

Momentous Wealth Management, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 734,630 $25M 21.07% - -
VCRB US VANGUARD CORE BOND ETF 247,551 $19M 15.56% - -
DFAX US DIMENSIONAL WORLD EX US CORE 612,299 $15M 12.62% - -
DFCF US DIMENSIONAL CORE FIXED INC 305,758 $13M 10.46% - -
SCHF US SCHWAB INTL EQUITY ETF 631,176 $12M 9.68% - -
DFSB US DIM GLB SUSTAIN FIX INC ETF 137,155 $7M 5.79% - -
DFSU US DIMENSIONAL US SUS CORE1 ETF 145,345 $6M 4.57% - -
DFLV US DIM US LARGE CAP VALUE ETF 174,905 $5M 4.35% - -
AAPL US APPLE INC 11,695 $3M 2.43% - -
PH US PARKER HANNIFIN CORP 4,018 $3M 2.12% - -
DFSI US DIMENSIONAL INT SUS COR1 ETF 63,755 $2M 1.74% - -
MSFT US MICROSOFT CORP 4,198 $2M 1.47% - -
NVDA US NVIDIA CORP 8,502 $1M 0.95% - -
AMZN US AMAZON.COM INC 3,412 $1M 0.62% - -
GOOG US ALPHABET INC-CL C 3,718 $1M 0.59% - -
COST US COSTCO WHOLESALE CORP 701 $1M 0.53% - -
META US META PLATFORMS INC-CLASS A 1,053 $1M 0.51% - -
DFSE US DIMENSIONAL EM SUS CORE1 ETF 17,170 $1M 0.47% - -
V US VISA INC-CLASS A SHARES 1,135 $0M 0.30% - -
XOM US EXXON MOBIL CORP 3,226 $0M 0.29% - -
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