MW

Momentous Wealth Management, Inc.

13F
Momentous Wealth Management, Inc.
Last update 2025-05-08 49 Stocks (12 new)
Value $141.00 Mil Turnover 15 %
Countries:
Top Holdings: DFAC(18.84%)VCRB(16.55%)DFAX(13.42%)DFCF(10.99%)SCHF(9.04%)
Summary Stock Picks Current Portfolio
Momentous Wealth Management, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
806,724
26,613.8
+9.81%
18.840
+1.68%
0.080
+16.21%
+5.86%
35,318.5
 
VCRB
Vanguard Core Bond ETF
301,858
23,372.9
+21.94%
16.550
+2.98%
0.920
+1.83%
+3.46%
2,945.9
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
723,859
18,965.1
+18.22%
13.420
+2.07%
0.250
+16.74%
+20.52%
8,800.4
 
DFCF
Dimensional Core Fixed Income ETF
369,273
15,531.6
+20.77%
10.990
+1.89%
0.230
+2.56%
+3.61%
7,039.0
 
SCHF
Schwab International Equity ETF
645,396
12,765.9
+2.25%
9.040
+0.20%
0.030
+14.32%
+20.00%
48,851.8
 
DFSB
Dimensional Global Sustainability Fixed Income ETF
Dimensional Global Sustainability Fixed Income ETF
146,053
7,521.8
+6.49%
5.320
+0.32%
1.630
+2.02%
+2.27%
478.5
 
DFLV
Dimensional US Large Cap Value ETF
191,579
5,856.6
+9.53%
4.150
+0.36%
0.170
+10.63%
+5.73%
3,683.6
 
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
149,380
5,349.3
+2.78%
3.790
+0.10%
0.410
+15.90%
+5.52%
1,508.4
 
AAPL
Apple Inc
12,895
2,864.5
+10.26%
2.030
+0.19%
0.000
+3.30%
-16.37%
3,120,392.8
Hardware
DFSI
Dimensional International Sustainability Core 1 ETF
Dimensional International Sustainability Core 1 ETF
70,628
2,464.2
+10.78%
1.740
+0.17%
0.380
+14.58%
+21.23%
741.1
 

Momentous Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Momentous Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCRB
Vanguard Core Bond ETF
2025-03-31
Add
Add
+2.98%
●
74.92 ($76.52) 77.71
$76.72
0.27%
Add 21.94%
301,858
54,307
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+2.07%
●
24.45 ($25.96) 27.21
$29.50
13.65%
Add 18.22%
723,859
111,560
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+1.89%
●
40.79 ($41.67) 42.32
$41.95
0.66%
Add 20.77%
369,273
63,515
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+1.68%
●
32.42 ($34.71) 36.1
$36.41
4.91%
Add 9.81%
806,724
72,094
CVBF
CVB Financial Corp
2025-03-31
New Buy
New Buy
+1.54%
●
18.42 ($19.93) 21.2
$21.10
5.87%
New holding
117,495
117,495
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.57%
●
663000 ($729331) 801950
$715,117.47
-1.95%
New holding
1
1
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.36%
●
442.66 ($486.15) 534.52
$476.37
-2.01%
Add 168.83%
1,535
964
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.36%
●
29.56 ($30.89) 31.77
$31.47
1.88%
Add 9.53%
191,579
16,674
DFSB
Dimensional Global Sustainability Fixed Income ETF
Dimensional Global Sustainability Fixed Income ETF
2025-03-31
Add
Add
+0.32%
●
50.2 ($51.21) 51.96
$52.01
1.56%
Add 6.49%
146,053
8,898
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.27%
●
105.44 ($110.59) 118.93
$113.42
2.55%
Add 100.03%
6,453
3,227

Momentous Wealth Management, Inc. Total Holding History ($B)

To

Momentous Wealth Management, Inc.'s Asset Allocation

To

Momentous Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Momentous Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Momentous Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Momentous Wealth Management, Inc.'s Holdings Heat Map

Size field:

Momentous Wealth Management, Inc.'s Holdings Bubble Chart

Momentous Wealth Management, Inc. News

  • 1

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