Momentous Wealth Management, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $41.36M | 23.4% |
| VANGUARD MALVERN FDS | $28.69M | 16.3% |
| DIMENSIONAL ETF TRUST | $25.45M | 14.4% |
| DIMENSIONAL ETF TRUST | $18.93M | 10.7% |
| SCHWAB STRATEGIC TR | $15.93M | 9.0% |
| DIMENSIONAL ETF TRUST | $8.97M | 5.1% |
| DIMENSIONAL ETF TRUST | $8.00M | 4.5% |
| Apple Inc. | $3.34M | 1.9% |
| DIMENSIONAL ETF TRUST | $3.25M | 1.8% |
| MICROSOFT CORP | $2.22M | 1.3% |
| CVB FINANCIAL CORP | $2.18M | 1.2% |
| NVIDIA Corp | $2.12M | 1.2% |
| Alphabet Inc. | $1.14M | 0.6% |
| Meta Platforms Inc | $1.03M | 0.6% |
| Alphabet Inc. | $937.7K | 0.5% |
| Amazon.com Inc | $891.5K | 0.5% |
| Parker-Hannifin Corp | $880.7K | 0.5% |
| DIMENSIONAL ETF TRUST | $873.4K | 0.5% |
| DIMENSIONAL ETF TRUST | $859.3K | 0.5% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.4% |
| EXXON MOBIL CORP | $683.5K | 0.4% |
| Warren E. Buffett | $664.0K | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $582.7K | 0.3% |
| JPMORGAN CHASE & CO | $569.4K | 0.3% |
| GENERAL DYNAMICS CORP | $456.5K | 0.3% |
| PROSHARES TR | $445.5K | 0.3% |
| Broadcom Inc. | $423.6K | 0.2% |
| Visa Inc | $409.6K | 0.2% |
| Tesla Inc | $362.9K | 0.2% |
| HOME DEPOT, INC. | $320.0K | 0.2% |
| SPDR GOLD TR | $313.5K | 0.2% |
| AbbVie Inc. | $304.2K | 0.2% |
| Salesforce Inc | $289.1K | 0.2% |
| TJX Cos Inc/The | $276.5K | 0.2% |
| Walmart Inc. | $274.1K | 0.2% |
| JOHNSON & JOHNSON | $272.3K | 0.2% |
| ELI LILLY & Co | $268.7K | 0.2% |
| Netflix Inc | $232.5K | 0.1% |
| ALASKA AIR GROUP, INC. | $231.7K | 0.1% |
| AUTOMATIC DATA PROCESSING INC | $225.3K | 0.1% |
| VANGUARD WORLD FD | $222.5K | 0.1% |
| DIMENSIONAL ETF TRUST | $219.9K | 0.1% |
| PROSHARES TR | $214.3K | 0.1% |
| Howmet Aerospace Inc. | $203.6K | 0.1% |
| Rumble Inc.RUM | $88.5K | 0.1% |
| Outdoor Holding CoPOWW | $21.5K | 0.0% |