Momentous Wealth Management as of March 31, 2025
Portfolio Holdings for Momentous Wealth Management
Momentous Wealth Management holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 18.8 | $27M | 807k | 32.99 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 16.5 | $23M | 302k | 77.43 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 13.4 | $19M | 724k | 26.20 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 11.0 | $16M | 369k | 42.06 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.0 | $13M | 645k | 19.78 | |
| Dimensional Etf Trust Global Sustaina (DFSB) | 5.3 | $7.5M | 146k | 51.50 | |
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 4.1 | $5.9M | 192k | 30.57 | |
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 3.8 | $5.3M | 149k | 35.81 | |
| Apple (AAPL) | 2.0 | $2.9M | 13k | 222.14 | |
| Dimensional Etf Trust International (DFSI) | 1.7 | $2.5M | 71k | 34.89 | |
| Parker-Hannifin Corporation (PH) | 1.7 | $2.4M | 4.0k | 607.85 | |
| CVB Financial (CVBF) | 1.5 | $2.2M | 118k | 18.46 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.7M | 4.7k | 375.37 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.3M | 12k | 108.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $818k | 1.5k | 532.58 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $798k | 1.00 | 798442.00 | |
| Costco Wholesale Corporation (COST) | 0.5 | $773k | 818.00 | 945.52 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $768k | 6.5k | 118.93 | |
| Amazon (AMZN) | 0.5 | $717k | 3.8k | 190.27 | |
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $676k | 20k | 33.68 | |
| Meta Platforms Cl A (META) | 0.5 | $647k | 1.1k | 576.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $573k | 3.7k | 156.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $463k | 3.0k | 154.64 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $438k | 1.8k | 245.30 | |
| Visa Com Cl A (V) | 0.3 | $410k | 1.2k | 350.46 | |
| General Dynamics Corporation (GD) | 0.3 | $371k | 1.4k | 272.58 | |
| Home Depot (HD) | 0.2 | $352k | 961.00 | 366.49 | |
| Tesla Motors (TSLA) | 0.2 | $293k | 1.1k | 259.16 | |
| salesforce (CRM) | 0.2 | $286k | 1.1k | 268.36 | |
| Abbvie (ABBV) | 0.2 | $280k | 1.3k | 209.55 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $277k | 2.8k | 97.95 | |
| Netflix (NFLX) | 0.2 | $270k | 289.00 | 932.53 | |
| Automatic Data Processing (ADP) | 0.2 | $270k | 882.00 | 305.53 | |
| Johnson & Johnson (JNJ) | 0.2 | $253k | 1.5k | 165.84 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $243k | 3.3k | 73.45 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $240k | 832.00 | 288.14 | |
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.2 | $233k | 943.00 | 246.76 | |
| Wal-Mart Stores (WMT) | 0.2 | $232k | 2.6k | 87.79 | |
| Eli Lilly & Co. (LLY) | 0.2 | $225k | 272.00 | 825.94 | |
| Broadcom (AVGO) | 0.2 | $222k | 1.3k | 167.43 | |
| TJX Companies (TJX) | 0.2 | $219k | 1.8k | 121.82 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $215k | 393.00 | 548.12 | |
| Procter & Gamble Company (PG) | 0.1 | $212k | 1.2k | 170.46 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $209k | 5.4k | 38.44 | |
| Rumble Com Cl A (RUM) | 0.1 | $99k | 14k | 7.07 | |
| Banco Santander Adr (SAN) | 0.1 | $89k | 13k | 6.70 | |
| Absci Corp (ABSI) | 0.1 | $82k | 33k | 2.51 | |
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $50k | 11k | 4.66 | |
| Ammo (POWW) | 0.0 | $17k | 13k | 1.38 |
