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Home > Institutional Investor > Fonville Wealth Management Llc > Profile

Instuitional Investor - Fonville Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Fonville Wealth Management Llc
Portfolio Value $663,104,818
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 819,858 $42,927,760 6.47%
2.
American Centy Etf Tr
 289,514 $34,095,969 5.14%
3.
Dimensional Etf Trust
 DFAC 798,090 $33,064,876 4.99%
4.
Vanguard Index Fds
 82,941 $31,039,798 4.68%
5.
American Centy Etf Tr
 312,654 $28,276,503 4.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.