Instuitional Investor - Next Level Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Next Level Wealth Planning, Llc |
| Portfolio Value | $177,117,347 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 90,914 | $55,673,981 | 31.43% | |
| 2. | Dimensional Etf Trust | 502,128 | $18,252,339 | 10.31% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 59,983 | $17,619,218 | 9.95% | |
| 4. | Vanguard Index Fds | 46,281 | $15,187,873 | 8.58% | |
| 5. | FNDF | 443,757 | $14,160,268 | 7.99% |
Hedge Fund Resource Center 
