Instuitional Investor - Total Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Total Wealth Planning, Llc |
| Portfolio Value | $791,296,211 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 3,807,960 | $88,496,999 | 11.18% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 153,771 | $67,413,044 | 8.52% | |
| 3. | Vanguard Index Fds - VALUE ETF | 317,036 | $56,033,023 | 7.08% | |
| 4. | Dimensional Etf Trust | 1,818,416 | $53,970,596 | 6.82% | |
| 5. | Vanguard Scottsdale Funds | 613,194 | $48,748,909 | 6.16% |
