Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FONVILLE WEALTH MANAGEMENT LLC | 04-26-2024 | 03-31-2024 | 94 | 225,727,629 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 1 | $18,683,817 | 511,325 | 0.01 | 0.01 | 91,016 | 21.65 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $10,304,918 | 141,882 | 0.00 | 0.00 | 19,635 | 16.06 | 03-31-2024 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 3 | $9,989,740 | 201,609 | 0.00 | 0.00 | 30,694 | 17.96 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 4 | $8,652,606 | 286,320 | 0.00 | 0.00 | 69,691 | 32.17 | 03-31-2024 |
