Instuitional Investor - Vested Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Vested Financial Planning, Llc |
| Portfolio Value | $131,251,788 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 980,912 | $38,118,223 | 29.04% | |
| 2. | Dimensional Etf Trust | 550,554 | $18,702,327 | 14.25% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 27,724 | $16,566,349 | 12.62% | |
| 4. | Dimensional Etf Trust | 202,623 | $9,711,728 | 7.4% | |
| 5. | Dimensional Etf Trust | 174,360 | $7,361,479 | 5.61% |