CPA Asset Management Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $13.57M | 4.8% |
| DIMENSIONAL ETF TRUST | $14.95M | 5.2% |
| DIMENSIONAL ETF TRUST | $16.45M | 5.8% |
| ISHARES GOLD TR | $20.22M | 7.1% |
| DIMENSIONAL ETF TRUST | $21.85M | 7.7% |
| FIDELITY MERRIMACK STR TR | $31.32M | 11.0% |