Instuitional Investor - Next Level Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Next Level Wealth Planning, Llc |
| Portfolio Value | $127,113,566 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 76,639 | $41,293,407 | 32.48% | |
| 2. | Vanguard Index Fds | 47,676 | $12,592,781 | 9.9% | |
| 3. | Vanguard Index Fds | 41,422 | $12,004,831 | 9.44% | |
| 4. | FNDF | 370,113 | $10,315,080 | 8.11% | |
| 5. | Dimensional Etf Trust | 325,038 | $9,491,122 | 7.46% |
