CORE WEALTH MANAGEMENT, INC.

CIK: 0001965150

Securities

Total Securities Securities Added Securities Removed Average Holding Period
21.00 1 1 4

Securities

Market Value Previous Market Value Change In Market Value Change In Market Value (%)
209.43M 193.38M 16.05M 8.30 %

Securities

Performance Performance 1 Year Performance 3 Years Performance 5 Years Performance Since Inception
17.33M 22.00M 22.00M 22.00M 22.00M

DFAC

Inst. Shares Owned: 2.88M

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AGG

Inst. Shares Owned: 95.69K

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CHPT

Inst. Shares Owned: 20.02K

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NEE

Inst. Shares Owned: 14.89K

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GOOGL

Inst. Shares Owned: 4.07K

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DFAT

Inst. Shares Owned: 4.03K

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MCD

Inst. Shares Owned: 3.42K

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IVW

Inst. Shares Owned: 3.10K

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SDY

Inst. Shares Owned: 2.65K

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VTI

Inst. Shares Owned: 2.55K

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CPK

Inst. Shares Owned: 2.07K

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AAPL

Inst. Shares Owned: 1.67K

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IWV

Inst. Shares Owned: 1.41K

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MSFT

Inst. Shares Owned: 982.00

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