Instuitional Investor - Fonville Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Fonville Wealth Management Llc |
| Portfolio Value | $339,398,689 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 716,169 | $27,526,230 | 8.11% | |
| 2. | BND | 274,413 | $20,155,495 | 5.94% | |
| 3. | Vanguard Bd Index Fds - VANGUARD ULTRA | 382,034 | $19,046,145 | 5.61% | |
| 4. | American Centy Etf Tr | 169,052 | $14,699,106 | 4.33% | |
| 5. | Dimensional Etf Trust | 437,102 | $13,653,243 | 4.02% |
