Instuitional Investor - Foundation Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Foundation Wealth Management, Llc |
| Portfolio Value | $231,182,390 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 63,693 | $19,358,096 | 8.37% | |
| 2. | Vanguard Scottsdale Funds | 175,346 | $14,539,724 | 6.29% | |
| 3. | IEF | 20,657 | $12,825,931 | 5.55% | |
| 4. | Dimensional Etf Trust | 348,025 | $12,473,215 | 5.4% | |
| 5. | Vanguard Scottsdale Funds | 119,867 | $9,529,427 | 4.12% |
