Instuitional Investor - Vance Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Vance Wealth, Inc.
Portfolio Value $346,220,056
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
1,958,955 $76,124,975 21.99%
2.
Dimensional Etf Trust
1,111,628 $37,762,017 10.91%
3.
Vanguard Scottsdale Funds
126,290 $13,852,761 4%
4. PG 83,404 $12,046,858 3.48%
5. AAPL 44,155 $11,206,153 3.24%