Forteris Wealth Management Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| PIMCO ETF TR | $2.42M | 2.4% |
| JPMORGAN CHASE & CO | $2.49M | 2.5% |
| ELI LILLY & Co | $2.65M | 2.6% |
| APPLIED MATERIALS INC /DE | $2.67M | 2.6% |
| Meta Platforms Inc | $3.09M | 3.0% |
| ISHARES TR | $3.09M | 3.0% |
| DIMENSIONAL ETF TRUST | $3.14M | 3.1% |
| DIMENSIONAL ETF TRUST | $3.38M | 3.3% |
| INVESCO EXCHANGE TRADED FD T | $3.43M | 3.4% |
| DIMENSIONAL ETF TRUST | $3.71M | 3.6% |
| ISHARES TR | $3.77M | 3.7% |
| DIMENSIONAL ETF TRUST | $3.93M | 3.9% |
| iShares MSCI UAE ETF | $4.91M | 4.8% |
| Apple Inc. | $5.04M | 5.0% |
| DIMENSIONAL ETF TRUST | $5.33M | 5.2% |
| DIMENSIONAL ETF TRUST | $5.77M | 5.7% |
| DIMENSIONAL ETF TRUST | $7.52M | 7.4% |