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Fmb Wealth Management

All holdings · as of Dec 31, 2025

91 positions

CompanyClassValueShares% of portfolio
LLOYDS BANKING GROUP PLC$62.6K11,8120.0%
LIBERTY ALL STAR EQUITY FUNDUSAClosed-End Fund$73.6K11,7190.0%
PROCTER & GAMBLE Co$203.3K1,4190.1%
AMERICAN CENTY ETF TR$206.7K2,7280.1%
AMERICAN EXPRESS CO$218.0K5890.1%
NEXTERA ENERGY INC$223.3K2,7810.1%
DIMENSIONAL ETF TRUST$224.9K5,1780.1%
ASTRAZENECA PLC$227.7K2,4770.1%
SHELL PLC$231.1K3,1450.1%
SELECT SECTOR SPDR TR$232.8K1,6170.1%
VANGUARD INTL EQUITY INDEX F$236.3K4,3960.1%
HSBC HOLDINGS PLCHSBCADR$236.8K3,0100.1%
CrowdStrike Holdings, Inc.$239.1K5100.1%
Palantir Technologies Inc$239.4K1,3470.1%
RTX Corp$240.1K1,3090.1%
DIMENSIONAL ETF TRUST$242.3K6,3720.1%
HOME DEPOT, INC.$242.6K7050.1%
Walt Disney Co$252.0K2,2150.1%
AnaptysBio, Inc.$271.1K5,5920.1%
ELI LILLY & Co$277.0K2580.1%
CATERPILLAR INC$282.5K4930.1%
INTERNATIONAL BUSINESS MACHINES CORP$294.8K9950.1%
JOHNSON & JOHNSON$295.2K1,4270.1%
VANGUARD INDEX FDS$295.8K8820.1%
ISHARES TR$300.9K3,1880.1%
CITIGROUP INC$305.5K2,6180.1%
AMERICAN CENTY ETF TR$313.5K7,2020.1%
AMERICAN CENTURY ETF TRUST$320.1K5,4900.1%
ASML HOLDING N V$341.3K3190.1%
EXXON MOBIL CORP$350.3K2,9110.1%
LAM RESEARCH CORP$352.6K2,0600.1%
Rockwell Automation Inc$390.2K1,0030.2%
MICRON TECHNOLOGY INC$408.8K1,4320.2%
AMERICAN CENTY ETF TR$410.6K5,5290.2%
JPMORGAN CHASE & CO$411.1K1,2760.2%
AMERICAN CENTY ETF TR$444.6K6,0480.2%
The Boeing Company$446.4K2,0560.2%
BANK OF AMERICA CORP /DE$478.2K8,6940.2%
Netflix Inc$535.4K5,7100.2%
ISHARES TR$582.4K4,8460.2%
SCHWAB STRATEGIC TR$643.1K26,7520.3%
SCHWAB CHARLES CORP$660.4K6,6090.3%
Meta Platforms Inc$773.6K1,1720.3%
Broadcom Inc.$774.2K2,2370.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$801.7K2,6380.3%
Tesla Inc$810.9K1,8030.3%
DIMENSIONAL ETF TRUST$835.1K11,2890.3%
AMERICAN CENTY ETF TR$859.4K11,2630.3%
Warren E. Buffett$884.2K1,7590.3%
DIMENSIONAL ETF TRUST$915.5K27,8350.4%
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