Instuitional Investor - Next Level Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Next Level Wealth Planning, Llc |
| Portfolio Value | $156,142,193 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 86,626 | $49,205,692 | 31.51% | |
| 2. | Dimensional Etf Trust | 469,295 | $16,223,555 | 10.39% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 56,603 | $15,839,175 | 10.14% | |
| 4. | Vanguard Index Fds | 45,624 | $13,866,854 | 8.88% | |
| 5. | FNDF | 424,116 | $12,388,424 | 7.93% |
