Instuitional Investor - Foundation Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Foundation Wealth Management, Llc |
| Portfolio Value | $283,523,740 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 106,859 | $34,281,311 | 12.09% | |
| 2. | Vanguard Scottsdale Funds | 358,431 | $29,660,178 | 10.46% | |
| 3. | Vanguard Scottsdale Funds | 225,318 | $17,860,941 | 6.3% | |
| 4. | Dimensional Etf Trust | 463,438 | $16,238,854 | 5.73% | |
| 5. | Dimensional Etf Trust | 379,100 | $13,935,724 | 4.92% |