Instuitional Investor - Total Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Total Wealth Planning, Llc |
| Portfolio Value | $653,693,144 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 3,747,793 | $86,798,881 | 13.28% | |
| 2. | Vanguard Index Fds - VALUE ETF | 304,494 | $52,598,222 | 8.05% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 140,293 | $52,023,305 | 7.96% | |
| 4. | Vanguard Scottsdale Funds | 626,767 | $49,476,970 | 7.57% | |
| 5. | Dimensional Etf Trust | 1,748,539 | $46,266,347 | 7.08% |
