Institutional Fund
Ferguson Johnson Wealth Management Inc
Rockville, MDCIK 21093872 filings on record
Portfolio Value
$123.2K
Q1 2026
Holdings
34
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+2.5%
from $120.3K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust24.0%
- Dimensional ETF Trust9.9%
- American Centy ETF Tr9.2%
- American Centy ETF Tr7.9%
- American Centy ETF Tr7.3%
- Ishares Tr6.9%
- Other35.0%
Portfolio Holdings
34 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 699.3K | $29.5K | 24.0% | +37.7K | Added |
| 2 | Dimensional ETF Trust | 312.7K | $12.2K | 9.9% | +12.9K | Added |
| 3 | American Centy ETF Tr | 271.8K | $11.3K | 9.2% | +12.0K | Added |
| 4 | American Centy ETF Tr | 88.1K | $9.7K | 7.9% | −2.1K | Reduced |
| 5 | American Centy ETF Tr | 191.7K | $9.0K | 7.3% | +12.6K | Added |
| 6 | Ishares Tr | 19.8K | $8.5K | 6.9% | −268 | Reduced |
| 7 | American Centy ETF Tr | 73.3K | $6.2K | 5.0% | +690 | Added |
| 8 | Dimensional ETF Trust | 97.2K | $6.1K | 4.9% | −1.0K | Reduced |
| 9 | Vanguard Bd Index Fds | 62.9K | $4.9K | 4.0% | +2.2K | Added |
| 10 | American Centy ETF Tr | 53.6K | $4.3K | 3.5% | −568 | Reduced |
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