Instuitional Investor - Vance Wealth, Inc.
Fund Profile
Filing Period:
| Fund Name: | Vance Wealth, Inc. |
| Portfolio Value | $230,486,244 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,697,027 | $49,604,099 | 21.52% | |
| 2. | Dimensional Etf Trust | 1,075,604 | $26,266,250 | 11.39% | |
| 3. | PG | 87,323 | $12,796,312 | 5.55% | |
| 4. | Dimensional Etf Trust | 437,875 | $12,750,905 | 5.53% | |
| 5. | Vanguard Scottsdale Funds | 115,381 | $9,002,026 | 3.9% |
