Instuitional Investor - Fonville Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Fonville Wealth Management Llc |
| Portfolio Value | $444,458,211 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 837,642 | $38,330,517 | 8.62% | |
| 2. | BND | 321,392 | $23,901,951 | 5.38% | |
| 3. | Vanguard Bd Index Fds - VANGUARD ULTRA | 447,651 | $22,380,307 | 5.04% | |
| 4. | American Centy Etf Tr | 218,614 | $21,758,621 | 4.9% | |
| 5. | Dimensional Etf Trust | 522,371 | $18,988,193 | 4.27% |