FMB WEALTH MANAGEMENT

Est. AUM

$241.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$44.2M	1136845	18.28%	SOLE
2	DIMENSIONAL ETF TRUST	DIMENSIONAL US	$19.4M	327637	8.04%	SOLE
3	AMERICAN CENTY ETF TR	US EQT ETF	$18.8M	169159	7.78%	SOLE
4	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$16.2M	476589	6.70%	SOLE
5	DIMENSIONAL ETF TRUST	DIMENSIONAL INTL	$13.7M	203002	5.67%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$9.9M	279591	4.11%	SOLE
7	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$9.8M	217434	4.06%	SOLE
8	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$8.0M	113450	3.33%	SOLE
9	DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.6M	159372	3.16%	SOLE
10	DIMENSIONAL ETF TRUST	US TARGETED VLU	$6.6M	105287	2.72%	SOLE
11	AMERICAN CENTY ETF TR	INTL EQT ETF	$6.5M	76358	2.68%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$5.5M	61992	2.26%	SOLE
13	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$5.1M	105699	2.12%	SOLE
14	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.9M	126664	2.04%	SOLE
15	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.5M	62710	1.85%	SOLE
16	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.3M	81147	1.77%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$3.4M	46653	1.39%	SOLE
18	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$3.2M	62232	1.31%	SOLE
19	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.9M	85045	1.19%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	8806	1.17%	SOLE
21	AMERICAN CENTY ETF TR	US SML CP VALU	$2.6M	23373	1.07%	SOLE
22	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$2.2M	94317	0.92%	SOLE
23	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.1M	26218	0.87%	SOLE
24	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.5M	44790	0.64%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$1.4M	2128	0.58%	SOLE
26	DIMENSIONAL ETF TRUST	INFLATION PROTE	$1.3M	31589	0.55%	SOLE
27	AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.3M	12858	0.53%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$1.1M	1947	0.47%	SOLE
29	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	22140	0.46%	SOLE
30	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$968K	27615	0.40%	SOLE
31	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$905K	12262	0.37%	SOLE
32	VANGUARD BD INDEX FDS	SHORT TRM BOND	$904K	11533	0.37%	SOLE
33	VANGUARD INDEX FDS	MID CAP ETF	$876K	3050	0.36%	SOLE
34	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$856K	11581	0.35%	SOLE
35	SCHWAB STRATEGIC TR	INTL EQTY ETF	$662K	26752	0.27%	SOLE
36	AMERICAN CENTY ETF TR	AVANTIS ALL INT	$531K	6967	0.22%	SOLE
37	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$407K	5529	0.17%	SOLE
38	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$334K	7581	0.14%	SOLE
39	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$329K	5490	0.14%	SOLE
40	BROADCOM INC	COM	$320K	1033	0.13%	SOLE
41	ANAPTYSBIO INC	COM	$310K	5592	0.13%	SOLE
42	APPLE INC	COM	$293K	1154	0.12%	SOLE
43	NVIDIA CORPORATION	COM	$291K	1671	0.12%	SOLE
44	ISHARES TR	MORNINGSTR US EQ	$286K	3188	0.12%	SOLE
45	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$276K	6710	0.11%	SOLE
46	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$238K	4396	0.10%	SOLE
47	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$234K	6372	0.10%	SOLE
48	STATE STR SPDR S&P 500 ETF T	TR UNIT	$228K	351	0.09%	SOLE
49	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$220K	2728	0.09%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET TEC	$215K	1617	0.09%	SOLE

1–50 of 73

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.