Instuitional Investor - Total Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Total Wealth Planning, Llc |
| Portfolio Value | $642,082,720 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 3,569,169 | $81,020,140 | 12.61% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 138,155 | $56,704,508 | 8.83% | |
| 3. | Vanguard Index Fds - VALUE ETF | 298,653 | $50,561,999 | 7.87% | |
| 4. | Vanguard Scottsdale Funds | 620,505 | $48,405,633 | 7.53% | |
| 5. | Dimensional Etf Trust | 1,643,155 | $43,034,239 | 6.7% |
