Back to Fonville Wealth Management LLC

Fonville Wealth Management LLC

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST$39.93M853,2828.2%
VANGUARD BD INDEX FDS$25.53M344,6325.2%
AMERICAN CENTY ETF TR$24.82M243,3545.1%
VANGUARD BD INDEX FDS$24.07M482,8824.9%
DIMENSIONAL ETF TRUST$21.78M571,6114.5%
AMERICAN CENTY ETF TR$18.39M242,7543.8%
AMERICAN CENTY ETF TR$17.44M226,3853.6%
AMERICAN CENTY ETF TR$14.46M129,3693.0%
VANGUARD BD INDEX FDS$13.79M177,0082.8%
DIMENSIONAL ETF TRUST$13.73M275,1472.8%
VANGUARD TAX-MANAGED FDS$13.59M217,4832.8%
AMERICAN CENTY ETF TR$11.78M125,4112.4%
VANGUARD INDEX FDS$11.49M23,5522.3%
VANGUARD INDEX FDS$11.14M43,1792.3%
VANGUARD INDEX FDS$10.09M16,0872.1%
ISHARES TR$10.00M205,1632.0%
ISHARES TR$9.53M198,1171.9%
SPDR SERIES TRUST$9.37M320,1521.9%
ISHARES TR$8.82M113,7351.8%
Apple Inc.$8.48M31,2011.7%
VANGUARD INDEX FDS$8.37M24,9761.7%
VANGUARD INDEX FDS$8.25M28,4411.7%
AMERICAN CENTY ETF TR$7.80M109,4561.6%
VANGUARD INDEX FDS$7.49M84,6921.5%
SPDR INDEX SHS FDS$7.17M153,0721.5%
iShares MSCI UAE ETF$5.08M34,1671.0%
VANGUARD BD INDEX FDS$4.85M61,5451.0%
SPDR SERIES TRUST$4.77M59,4451.0%
VANGUARD INDEX FDS$4.65M24,3701.0%
ISHARES TR$4.54M54,9640.9%
MICROSOFT CORP$4.51M9,3260.9%
INVESCO EXCHANGE TRADED FD T$4.43M23,1420.9%
ISHARES TR$3.84M5,6100.8%
VANGUARD SPECIALIZED FUNDS$3.79M17,2670.8%
RBB FD INC$3.48M69,4530.7%
DIMENSIONAL ETF TRUST$3.40M70,8410.7%
GENERAL DYNAMICS CORP$3.24M9,6350.7%
iShares MSCI UAE ETF$3.19M29,8780.7%
ISHARES TR$3.09M25,0580.6%
ISHARES TR$2.96M58,3030.6%
ISHARES TR$2.70M6,9860.6%
ISHARES TR$2.70M35,8420.6%
DIMENSIONAL ETF TRUST$2.60M55,7160.5%
Amazon.com Inc$2.29M9,9230.5%
VANGUARD WHITEHALL FDS$2.28M15,8650.5%
Alphabet Inc.$1.96M6,2420.4%
J P MORGAN EXCHANGE TRADED F$1.94M38,4340.4%
AMERICAN CENTY ETF TR$1.94M23,5340.4%
Alphabet Inc.$1.91M6,1040.4%
ISHARES TR$1.70M16,9880.3%
← PrevPage 1 of 3Next →