Instuitional Investor - Foundation Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Foundation Wealth Management, Llc |
| Portfolio Value | $275,582,919 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 97,597 | $32,721,271 | 11.87% | |
| 2. | Vanguard Scottsdale Funds | 336,870 | $28,212,839 | 10.24% | |
| 3. | Vanguard Scottsdale Funds | 204,785 | $16,327,503 | 5.92% | |
| 4. | IEF | 20,129 | $13,786,853 | 5% | |
| 5. | Dimensional Etf Trust | 400,037 | $13,157,208 | 4.77% |