Instuitional Investor - Foundation Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Foundation Wealth Management, Llc |
| Portfolio Value | $210,101,319 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 55,378 | $15,219,990 | 7.24% | |
| 2. | Vanguard Scottsdale Funds | 159,210 | $13,017,042 | 6.2% | |
| 3. | Dimensional Etf Trust | 387,234 | $12,774,855 | 6.08% | |
| 4. | IEF | 20,687 | $11,624,025 | 5.53% | |
| 5. | Vanguard Index Fds - REAL ESTATE ETF | 106,398 | $9,633,294 | 4.59% |
