Instuitional Investor - Total Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Total Wealth Planning, Llc |
| Portfolio Value | $551,484,809 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 791,706 | $61,254,266 | 11.1% | |
| 2. | Vanguard Index Fds | 150,115 | $46,667,860 | 8.46% | |
| 3. | FNDF | 978,356 | $45,610,950 | 8.27% | |
| 4. | Vanguard Index Fds | 298,599 | $44,640,566 | 8.09% | |
| 5. | Dimensional Etf Trust | 1,260,858 | $31,471,018 | 5.7% |
