Foundation Wealth Management, LLC\PA

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
VANGUARD INDEX FDS	—	$32.72M	97,597	11.9%
VANGUARD SCOTTSDALE FDS	—	$28.21M	336,870	10.2%
VANGUARD SCOTTSDALE FDS	—	$16.33M	204,785	5.9%
ISHARES TR	—	$13.79M	20,129	5.0%
DIMENSIONAL ETF TRUST	—	$13.16M	400,037	4.8%
DIMENSIONAL ETF TRUST	—	$12.65M	332,563	4.6%
DIMENSIONAL ETF TRUST	—	$11.37M	287,195	4.1%
DIMENSIONAL ETF TRUST	—	$10.76M	325,185	3.9%
SCHWAB STRATEGIC TR	—	$10.61M	423,222	3.9%
VANGUARD TAX-MANAGED FDS	—	$9.04M	144,656	3.3%
ISHARES TR	—	$7.75M	80,690	2.8%
VANGUARD BD INDEX FDS	—	$7.74M	98,206	2.8%
ISHARES TR	—	$6.11M	12,910	2.2%
DIMENSIONAL ETF TRUST	—	$5.30M	139,457	1.9%
DIMENSIONAL ETF TRUST	—	$5.18M	163,737	1.9%
VANGUARD INTL EQUITY INDEX F	—	$4.41M	59,952	1.6%
ISHARES TR	—	$3.93M	18,685	1.4%
DIMENSIONAL ETF TRUST	—	$3.91M	113,436	1.4%
ASTRAZENECA PLC	—	$3.53M	38,411	1.3%
ISHARES TR	—	$3.45M	19,021	1.3%
ISHARES TR	—	$3.39M	8,768	1.2%
VANGUARD INDEX FDS	—	$2.98M	33,629	1.1%
VANGUARD INTL EQUITY INDEX F	—	$2.85M	53,056	1.0%
ISHARES TR	—	$2.61M	6,979	0.9%
DIMENSIONAL ETF TRUST	—	$2.59M	59,745	0.9%
ISHARES TR	—	$2.58M	33,246	0.9%
DIMENSIONAL ETF TRUST	—	$2.53M	54,348	0.9%
DIMENSIONAL ETF TRUST	—	$2.53M	52,743	0.9%
SPDR SERIES TRUST	—	$2.41M	42,471	0.9%
ISHARES TR	—	$2.28M	9,250	0.8%
ISHARES TR	—	$2.24M	18,670	0.8%
VANGUARD INTL EQUITY INDEX F	—	$2.19M	15,288	0.8%
SPDR SERIES TRUST	—	$2.14M	23,555	0.8%
ISHARES TR	—	$1.82M	5,632	0.7%
ISHARES TR	—	$1.52M	21,229	0.6%
VANGUARD MALVERN FDS	—	$1.41M	28,508	0.5%
Apple Inc.	—	$1.40M	5,151	0.5%
DIMENSIONAL ETF TRUST	—	$1.39M	27,858	0.5%
DIMENSIONAL ETF TRUST	—	$1.38M	23,095	0.5%
DIMENSIONAL ETF TRUST	—	$1.10M	33,627	0.4%
DIMENSIONAL ETF TRUST	—	$848.6K	25,151	0.3%
VANGUARD INDEX FDS	—	$830.2K	4,347	0.3%
SPDR S&P 500 ETF TR	—	$793.1K	1,163	0.3%
SCHWAB STRATEGIC TR	—	$761.5K	28,299	0.3%
SCHWAB STRATEGIC TR	—	$735.6K	28,046	0.3%
ISHARES TR	—	$687.0K	5,017	0.2%
DIMENSIONAL ETF TRUST	—	$668.7K	17,547	0.2%
ISHARES TR	—	$660.4K	3,114	0.2%
DIMENSIONAL ETF TRUST	—	$631.4K	23,898	0.2%
AMERICAN CENTY ETF TR	—	$629.5K	6,173	0.2%