Instuitional Investor - Vested Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Vested Financial Planning, Llc |
| Portfolio Value | $123,288,003 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 975,948 | $37,642,297 | 30.53% | |
| 2. | Dimensional Etf Trust | 553,615 | $17,372,446 | 14.09% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 24,634 | $15,085,238 | 12.24% | |
| 4. | Dimensional Etf Trust | 193,524 | $9,285,289 | 7.53% | |
| 5. | Dimensional Etf Trust | 163,469 | $6,989,934 | 5.67% |
Hedge Fund Resource Center 
