Instuitional Investor - Fonville Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Fonville Wealth Management Llc |
| Portfolio Value | $188,491,701 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 420,309 | $13,975,282 | 7.41% | |
| 2. | BND | 122,247 | $8,991,256 | 4.77% | |
| 3. | Vanguard Bd Index Fds | 170,915 | $8,450,010 | 4.48% | |
| 4. | Vanguard Index Fds | 32,588 | $6,951,854 | 3.68% | |
| 5. | American Centy Etf Tr | 76,167 | $6,839,733 | 3.62% |
