| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 8.7% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 5.2% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 5.2% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.9% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 3.9% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.7% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.3% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.2% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 2.9% |
View Fonville Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-31 |
View Fonville Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.