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  Name: Core Wealth Management Inc.
  City: Jupiter
  State: FL
  Zip: 33458
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $230,554,000
  Total Value Change : $21,119,000
  Securities Held Change : 2
   
All Securities Held : 23
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 13
  Unchanged Positions : 4
  Decreased Positions : 3

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $32.10 $94,710,000 2,964,313 41.08% 10,615,000 87,293 0.329    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 2 - $25.52 $55,082,000 2,165,160 23.89% 4,937,000 111,709 0.241    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 3 - $0.00 $51,443,000 1,226,303 22.31% 11,635,000 287,440 1.363    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 4 - $0.00 $8,998,000 402,228 3.9% 630,000 34,226 0.444    N/A
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 5 - $0.00 $7,193,000 174,366 3.12% 392,000 9,625 0.194    N/A
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 6 - $0.00 $4,462,000 92,793 1.94% 769,000 16,657 0.576    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 7 - $0.00 $1,170,000 45,902 0.51% 38,000 548 0.044    N/A
   (NEE)1 Year Chart         NEE NextEra Energy 9 - $73.06 $964,000 15,079 0.42% 60,000 188 0.001    Electric Utilities
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 12 - $176.79 $639,000 4,231 0.28% 70,000 160 0    Search Engines & Info...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 13 - $442.57 $568,000 1,351 0.25% 199,000 369 0    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 15 - $212.49 $500,000 2,918 0.22% 178,000 1,248 0    Personal Computers
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 16 - $306.68 $425,000 1,416 0.18% 40,000 8 0.003    Closed - End Fund - E...
   (CHPT)1 Year Chart         CHPT ChargePoint Holdings, Inc 23 - $0.00 $42,000 21,931 0.02% -5,000 1,916 0.007    N/A
      13 Records Found
  1    
Page 1 of 1
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