13F HOLDINGS REPORT
Momentous Wealth Management, Inc.
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0002055574-25-000001
Total Value
$120.6M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 734,630 | $25.4M | 21.07% |
| 2 | VANGUARD MALVERN FDS | 922020748 | 247,551 | $18.8M | 15.56% |
| 3 | DIMENSIONAL ETF TRUST | 25434V880 | 612,299 | $15.2M | 12.62% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 305,758 | $12.6M | 10.46% |
| 5 | SCHWAB STRATEGIC TR | 808524805 | 631,176 | $11.7M | 9.68% |
| 6 | DIMENSIONAL ETF TRUST | 25434V674 | 137,155 | $7.0M | 5.79% |
| 7 | DIMENSIONAL ETF TRUST | 25434V716 | 145,345 | $5.5M | 4.57% |
| 8 | DIMENSIONAL ETF TRUST | 25434V666 | 174,905 | $5.3M | 4.35% |
| 9 | APPLE INC | AAPL | 11,695 | $2.9M | 2.43% |
| 10 | PARKER-HANNIFIN CORP | PH | 4,018 | $2.6M | 2.12% |
| 11 | DIMENSIONAL ETF TRUST | 25434V690 | 63,755 | $2.1M | 1.74% |
| 12 | MICROSOFT CORP | MSFT | 4,198 | $1.8M | 1.47% |
| 13 | NVIDIA CORPORATION | NVDA | 8,502 | $1.1M | 0.95% |
| 14 | AMAZON COM INC | AMZN | 3,412 | $748,559 | 0.62% |
| 15 | ALPHABET INC | GOOG | 3,718 | $708,056 | 0.59% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 701 | $642,100 | 0.53% |
| 17 | META PLATFORMS INC | META | 1,053 | $616,542 | 0.51% |
| 18 | DIMENSIONAL ETF TRUST | 25434V682 | 17,170 | $568,872 | 0.47% |
| 19 | VISA INC | V | 1,135 | $358,705 | 0.30% |
| 20 | GENERAL DYNAMICS CORP | GD | 1,341 | $353,340 | 0.29% |
| 21 | EXXON MOBIL CORP | XOM | 3,226 | $347,021 | 0.29% |
| 22 | ALPHABET INC | GOOG | 1,815 | $343,580 | 0.28% |
| 23 | VANGUARD SCOTTSDALE FDS | 92206C599 | 1,267 | $329,091 | 0.27% |
| 24 | VANGUARD WORLD FD | 921910733 | 2,988 | $313,456 | 0.26% |
| 25 | SALESFORCE INC | CRM | 937 | $313,267 | 0.26% |
| 26 | VANGUARD BD INDEX FDS | 921937835 | 4,060 | $291,990 | 0.24% |
| 27 | JPMORGAN CHASE & CO. | VYLD | 1,193 | $285,974 | 0.24% |
| 28 | SCHWAB STRATEGIC TR | 808524847 | 13,461 | $283,494 | 0.24% |
| 29 | BROADCOM INC | AVGO | 1,197 | $277,512 | 0.23% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 571 | $258,823 | 0.21% |
| 31 | TESLA INC | TSLA | 639 | $258,054 | 0.21% |
| 32 | DIMENSIONAL ETF TRUST | 25434V104 | 6,136 | $248,441 | 0.21% |
| 33 | NETFLIX INC | NFLX | 275 | $245,113 | 0.20% |
| 34 | WALMART INC | WMT | 2,429 | $219,460 | 0.18% |
| 35 | TJX COS INC NEW | 872540109 | 1,781 | $215,191 | 0.18% |
| 36 | MASTERCARD INCORPORATED | MA | 390 | $205,362 | 0.17% |
| 37 | RUMBLE INC | RUMBW | 13,867 | $180,410 | 0.15% |
| 38 | LOTUS TECHNOLOGY INC | LOTWW | 15,281 | $55,164 | 0.05% |
| 39 | AMMO INC | POWWP | 12,600 | $13,860 | 0.01% |