Instuitional Investor - Vested Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Vested Financial Planning, Llc |
| Portfolio Value | $105,561,093 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,099,986 | $38,048,499 | 36.04% | |
| 2. | Dimensional Etf Trust | 636,212 | $15,816,229 | 14.98% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 21,849 | $11,772,345 | 11.15% | |
| 4. | Dimensional Etf Trust | 186,803 | $8,923,587 | 8.45% | |
| 5. | Dimensional Etf Trust | 161,514 | $6,665,683 | 6.31% |
