Instuitional Investor - Total Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Total Wealth Planning, Llc |
| Portfolio Value | $46,734,048 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 216,518 | $5,060,020 | 10.83% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 8,837 | $4,311,354 | 9.23% | |
| 3. | Vanguard Index Fds - VALUE ETF | 20,187 | $3,855,474 | 8.25% | |
| 4. | Dimensional Etf Trust | 100,344 | $3,319,369 | 7.1% | |
| 5. | Vanguard Scottsdale Funds | 41,054 | $3,273,230 | 7% |
Hedge Fund Resource Center 
