Instuitional Investor - Next Level Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Next Level Wealth Planning, Llc |
| Portfolio Value | $187,910,402 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 93,333 | $58,532,179 | 31.15% | |
| 2. | Dimensional Etf Trust | 516,610 | $19,687,985 | 10.48% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 61,739 | $17,918,035 | 9.54% | |
| 4. | Vanguard Index Fds | 46,284 | $15,517,479 | 8.26% | |
| 5. | FNDF | 451,540 | $14,729,254 | 7.84% |
Hedge Fund Resource Center 
