Instuitional Investor - Foundation Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Foundation Wealth Management, Llc |
| Portfolio Value | $206,321,992 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 436,370 | $15,094,044 | 7.31% | |
| 2. | Vanguard Index Fds | 48,094 | $13,938,231 | 6.75% | |
| 3. | IEF | 21,481 | $12,645,435 | 6.12% | |
| 4. | Vanguard Scottsdale Funds | 136,959 | $10,993,663 | 5.32% | |
| 5. | Vanguard Index Fds | 109,404 | $9,745,713 | 4.72% |
