Instuitional Investor - Vance Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Vance Wealth, Inc.
Portfolio Value $336,674,164
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
1,905,792 $75,450,313 22.41%
2.
Dimensional Etf Trust
1,130,975 $37,016,801 10.99%
3.
Vanguard Scottsdale Funds
116,042 $14,128,170 4.2%
4. PG 83,173 $11,919,590 3.54%
5. AAPL 41,927 $11,398,334 3.39%