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  Name: Facet Wealth Inc.
  City: Baltimore
  State: MD
  Zip: 21202
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $2,607,782,000
  Total Value Change : $574,242,000
  Securities Held Change : 17
   
All Securities Held : 112
  New Positions : 17
  Closed Positions : 3
  Increased Positions : 57
  Unchanged Positions : 2
  Decreased Positions : 36

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 66 - $612,100.00 $592,000 1 0.02% 74,000 0 0    Property & Casualty I...
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 94 - $53.13 $272,000 5,420 0.01% 38,000 0 0.001    N/A

      2 Records Found
  1    
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