Instuitional Investor - Total Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Total Wealth Planning, Llc |
| Portfolio Value | $864,244,839 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 4,138,120 | $97,121,668 | 11.24% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 147,930 | $70,948,881 | 8.21% | |
| 3. | Vanguard Index Fds - VALUE ETF | 323,605 | $60,349,073 | 6.98% | |
| 4. | Dimensional Etf Trust | 1,844,234 | $59,144,580 | 6.84% | |
| 5. | Vanguard Scottsdale Funds | 646,376 | $51,664,799 | 5.98% |
Hedge Fund Resource Center 
