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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Decreased 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
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 11 - $0.00 $672,000 26,324 0.29% -12,000 -18 0.029    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 14 - $266.69 $539,000 2,072 0.23% -67,000 -481 0    Closed - End Fund - E...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 17 - $127.73 $317,000 2,414 0.14% -14,000 -235 0.002    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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