13F-HR filed by Momentous Wealth Management, Inc.
Momentous Wealth Management, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-12, with 39 holding rows worth $120,613,594.
- Accession
- 0002055574-25-000001
- Filer
- CIK 2055574
- Filed
- 2025-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 39 entries on the cover page, a total value of $120,613,594 stated on the cover page (in dollars after the unit check, H1), rows summing to $120,613,594 with VALUE read as dollars as filed, 13F file number 028-24932. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 734,630 | $25,410,856 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 247,551 | $18,766,822 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 612,299 | $15,221,762 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 305,758 | $12,618,651 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 631,176 | $11,676,758 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V674 | GLOBAL SUSTAINA | 137,155 | $6,986,676 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 145,345 | $5,508,590 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 174,905 | $5,252,391 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,695 | $2,928,710 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 4,018 | $2,555,569 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 63,755 | $2,094,348 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,198 | $1,769,290 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 8,502 | $1,141,734 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,412 | $748,559 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,718 | $708,056 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 701 | $642,100 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,053 | $616,542 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V682 | EMER MARK SU ETF | 17,170 | $568,872 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,135 | $358,705 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,341 | $353,340 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,226 | $347,021 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,815 | $343,580 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C599 | VNG RUS3000IDX | 1,267 | $329,091 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 2,988 | $313,456 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 937 | $313,267 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 4,060 | $291,990 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,193 | $285,974 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 13,461 | $283,494 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,197 | $277,512 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 571 | $258,823 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 639 | $258,054 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 6,136 | $248,441 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 275 | $245,113 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,429 | $219,460 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,781 | $215,191 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 390 | $205,362 | dollars as filed | |
| RUM GROUP INC COM CL A | 78137L105 | Stock | 13,867 | $180,410 | dollars as filed | |
| LOTUS TECHNOLOGY INC | 54572F101 | SPONSORED ADR | 15,281 | $55,164 | dollars as filed | |
| OUTDOOR HOLDING CO | 00175J107 | COMMON STOCK | 12,600 | $13,860 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002055574-25-000001 | this filing | 2025-02-12 | acceptance time not in the bulk data set |