Instuitional Investor - Vested Financial Planning, Llc
Fund Profile
Filing Period:
Fund Name: | Vested Financial Planning, Llc |
Portfolio Value | $100,067,914 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,040,633 | $34,330,468 | 34.31% | |
2. | Dimensional Etf Trust | 579,625 | $15,186,181 | 15.18% | |
3. | Vanguard Index Fds - S&P 500 ETF SHS | 22,159 | $11,387,622 | 11.38% | |
4. | Dimensional Etf Trust | 182,823 | $8,696,898 | 8.69% | |
5. | Dimensional Etf Trust | 161,684 | $6,800,429 | 6.8% |