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Fonville Wealth Management LLC

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
ISHARES TR$205.0K2,1290.0%
PROCTER & GAMBLE Co$206.5K1,4410.0%
Mastercard Inc$209.5K3670.0%
DIMENSIONAL ETF TRUST$210.2K6,1450.0%
ELI LILLY & Co$216.3K2010.0%
VANGUARD INDEX FDS$219.7K6980.0%
CATERPILLAR INC$220.6K3850.0%
ISHARES TR$221.0K2,4700.0%
J P MORGAN EXCHANGE TRADED F$221.7K4,7760.0%
ISHARES TR$222.1K4690.0%
ISHARES TR$250.1K2,6040.1%
ISHARES TR$252.5K2,3580.1%
Walt Disney Co$252.8K2,2220.1%
AMERICAN CENTY ETF TR$253.0K2,9450.1%
Accenture plc$253.5K9450.1%
Netflix Inc$260.7K2,7810.1%
ISHARES TR$270.6K2,3750.1%
iShares MSCI UAE ETF$273.0K3,1320.1%
SCHWAB STRATEGIC TR$278.4K8,5340.1%
MCDONALD'S CORP$279.4K9140.1%
GENERAL ELECTRIC CO$287.4K9330.1%
DIMENSIONAL ETF TRUST$299.0K4,0410.1%
VANGUARD SCOTTSDALE FDS$300.3K3,7660.1%
JPMORGAN CHASE & CO$319.3K9910.1%
AbbVie Inc.$320.8K1,4040.1%
FIRST TR EXCHANGE TRADED FD$327.4K2,5170.1%
Blackstone Inc$328.2K2,1290.1%
VANGUARD INDEX FDS$333.8K1,1050.1%
TRUIST FINANCIAL CORP$337.6K6,8600.1%
VANGUARD INTL EQUITY INDEX F$369.9K5,0290.1%
SOUTHERN CO$388.4K4,4540.1%
SCHWAB STRATEGIC TR$397.0K19,0020.1%
CISCO SYSTEMS, INC.$439.0K5,6990.1%
COSTCO WHOLESALE CORP /NEW$446.8K5180.1%
DIMENSIONAL ETF TRUST$447.6K19,5450.1%
SELECT SECTOR SPDR TR$449.4K3,1210.1%
ORACLE CORP$461.9K2,3700.1%
Walmart Inc.$473.1K4,2460.1%
ISHARES TR$501.3K6,0530.1%
Willis Towers Watson PLC$510.6K1,5540.1%
GOLDMAN SACHS ETF TR$519.3K3,9230.1%
Tesla Inc$559.5K1,2440.1%
SCHWAB STRATEGIC TR$565.0K19,0810.1%
Visa Inc$573.9K1,6360.1%
Broadcom Inc.$609.6K1,7610.1%
ISHARES TR$632.5K4,4820.1%
iShares MSCI UAE ETF$646.2K5,8640.1%
Meta Platforms Inc$685.5K1,0380.1%
ISHARES TR$690.7K12,6250.1%
Palantir Technologies Inc$693.2K3,9000.1%
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