Instuitional Investor - Fonville Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Fonville Wealth Management Llc |
| Portfolio Value | $394,903,916 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 823,593 | $34,887,396 | 8.83% | |
| 2. | BND | 305,648 | $22,504,857 | 5.7% | |
| 3. | Vanguard Bd Index Fds - VANGUARD ULTRA | 427,592 | $21,321,898 | 5.4% | |
| 4. | American Centy Etf Tr | 206,107 | $18,776,390 | 4.75% | |
| 5. | Dimensional Etf Trust | 486,049 | $16,802,727 | 4.25% |
