Instuitional Investor - Next Level Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Next Level Wealth Planning, Llc |
| Portfolio Value | $132,022,728 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 81,276 | $41,768,617 | 31.64% | |
| 2. | Vanguard Index Fds - MID CAP ETF | 50,953 | $13,177,568 | 9.98% | |
| 3. | Dimensional Etf Trust | 397,289 | $12,407,334 | 9.4% | |
| 4. | Vanguard Index Fds | 43,284 | $11,896,372 | 9.01% | |
| 5. | FNDF | 348,439 | $9,742,372 | 7.38% |
