Instuitional Investor - Vance Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Vance Wealth, Inc.
Portfolio Value $325,224,770
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
1,820,822 $70,229,105 21.59%
2.
Dimensional Etf Trust
1,107,791 $34,762,483 10.69%
3.
Vanguard Scottsdale Funds
112,647 $13,573,950 4.17%
4. PG 86,920 $13,355,280 4.11%
5. AAPL 42,658 $10,862,116 3.34%