Instuitional Investor - Action Point Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Action Point Financial Planning, Llc |
| Portfolio Value | $112,097,117 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 148,952 | $12,005,922 | 10.71% | |
| 2. | Dimensional Etf Trust | 273,537 | $10,629,531 | 9.48% | |
| 3. | American Centy Etf Tr - US EQT ETF | 77,728 | $8,641,274 | 7.71% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 81,237 | $6,891,913 | 6.15% | |
| 5. | Dimensional Etf Trust | 112,348 | $6,065,518 | 5.41% |