Instuitional Investor - Fonville Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Fonville Wealth Management Llc |
| Portfolio Value | $525,312,259 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 847,418 | $38,235,520 | 7.28% | |
| 2. | American Centy Etf Tr | 260,300 | $28,755,329 | 5.47% | |
| 3. | BND | 345,744 | $25,460,587 | 4.85% | |
| 4. | Dimensional Etf Trust | 634,026 | $24,701,644 | 4.7% | |
| 5. | Vanguard Bd Index Fds - VANGUARD ULTRA | 494,490 | $24,618,182 | 4.69% |