Instuitional Investor - Next Level Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Next Level Wealth Planning, Llc |
| Portfolio Value | $194,696,567 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 95,210 | $56,892,568 | 29.22% | |
| 2. | Dimensional Etf Trust | 533,171 | $20,772,348 | 10.67% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 63,394 | $18,205,708 | 9.35% | |
| 4. | Vanguard Index Fds | 45,370 | $14,555,329 | 7.48% | |
| 5. | FNDF | 462,475 | $13,471,879 | 6.92% |
Hedge Fund Resource Center 
