Instuitional Investor - Fonville Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Fonville Wealth Management Llc |
| Portfolio Value | $489,104,284 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 853,282 | $39,933,587 | 8.16% | |
| 2. | BND | 344,632 | $25,526,868 | 5.22% | |
| 3. | American Centy Etf Tr | 243,354 | $24,817,270 | 5.07% | |
| 4. | Vanguard Bd Index Fds - VANGUARD ULTRA | 482,882 | $24,066,859 | 4.92% | |
| 5. | Dimensional Etf Trust | 571,611 | $21,784,102 | 4.45% |