Instuitional Investor - Vested Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Vested Financial Planning, Llc |
| Portfolio Value | $129,860,093 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 982,386 | $38,892,644 | 29.95% | |
| 2. | Dimensional Etf Trust | 554,379 | $18,144,832 | 13.97% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 26,051 | $16,337,230 | 12.58% | |
| 4. | Dimensional Etf Trust | 204,324 | $9,842,295 | 7.58% | |
| 5. | Dimensional Etf Trust | 170,638 | $7,262,353 | 5.59% |