Instuitional Investor - Fonville Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Fonville Wealth Management Llc |
| Portfolio Value | $302,803,282 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 666,973 | $27,005,733 | 8.91% | |
| 2. | BND | 249,833 | $17,965,474 | 5.93% | |
| 3. | Vanguard Bd Index Fds | 342,415 | $16,990,611 | 5.61% | |
| 4. | American Centy Etf Tr | 136,647 | $13,190,522 | 4.35% | |
| 5. | Dimensional Etf Trust | 402,779 | $11,761,151 | 3.88% |
