Foundation Wealth Management, Llc\Pa ETFs

Foundation Wealth Management, Llc\Pa

$206 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAC Dimensional ETF Tr U S Core Eq	$0	$15.1 Billion 7.32% of portfolio	436,370	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$12.6 Billion 6.13% of portfolio	21,481	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$11 Billion 5.33% of portfolio	136,959	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$9.75 Billion 4.72% of portfolio	109,404	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$8.15 Billion 3.95% of portfolio	105,517	Q4 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$6.86 Billion 3.32% of portfolio	87,880	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$6.78 Billion 3.28% of portfolio	139,957	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$6.4 Billion 3.1% of portfolio	84,653	Q4 2024 New
DUHP Dimensional ETF Tr Dimensional	$0	$6.23 Billion 3.02% of portfolio	184,344	Q4 2024 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$5.91 Billion 2.87% of portfolio	225,804	Q4 2024 New
SCHR Schwab Intermediate Term Us Tr	$0	$5.7 Billion 2.76% of portfolio	234,578	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$5.4 Billion 2.62% of portfolio	13,445	Q4 2024 New
DFSV Dimensional ETF Tr Dimensional	$0	$5.22 Billion 2.53% of portfolio	169,451	Q4 2024 New
DFIC Dimensional ETF Tr Dimensional	$0	$4.31 Billion 2.09% of portfolio	166,669	Q4 2024 New
IWN Ishares Russell2000 Val ETF	$0	$3.89 Billion 1.88% of portfolio	23,688	Q4 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$3.71 Billion 1.8% of portfolio	64,595	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$3.57 Billion 1.73% of portfolio	19,308	Q4 2024 New
DFSD Dimensional ETF Tr Short Durat	$0	$3.22 Billion 1.56% of portfolio	68,631	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$3.16 Billion 1.53% of portfolio	66,024	Q4 2024 New
IWV Ishares Russell 3000 ETF	$0	$3.16 Billion 1.53% of portfolio	9,444	Q4 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$3.02 Billion 1.46% of portfolio	49,713	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$2.89 Billion 1.4% of portfolio	25,112	Q4 2024 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$2.83 Billion 1.37% of portfolio	32,429	Q4 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$2.69 Billion 1.3% of portfolio	23,500	Q4 2024 New
IWO Ishares Russell 2000 Gwt ETF	$0	$2.64 Billion 1.28% of portfolio	9,185	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$2.57 Billion 1.25% of portfolio	58,345	Q4 2024 New
DIHP Dimensional ETF Tr Dimensional	$0	$2.46 Billion 1.19% of portfolio	97,340	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$2.35 Billion 1.14% of portfolio	57,314	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$2.33 Billion 1.13% of portfolio	10,533	Q4 2024 New
IWB Ishares Tr Russell 1000 ETF	$0	$2.22 Billion 1.08% of portfolio	6,899	Q4 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$2.15 Billion 1.04% of portfolio	42,082	Q4 2024 New
DISV Dimensional ETF Tr Dimensional	$0	$1.99 Billion 0.97% of portfolio	75,073	Q4 2024 New
TIP Ishares Tr Tips Bd ETF	$0	$1.86 Billion 0.9% of portfolio	17,471	Q4 2024 New
EFV Msci Eafe Value ETF	$0	$1.33 Billion 0.65% of portfolio	25,429	Q4 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$1.32 Billion 0.64% of portfolio	23,726	Q4 2024 New
DFEV Dimensional ETF Tr Emerging Mk	$0	$1.19 Billion 0.58% of portfolio	45,403	Q4 2024 New
DFIV Dimensional ETF Tr	$0	$962 Million 0.47% of portfolio	27,109	Q4 2024 New
BNDX Vanguard Total International B	$0	$908 Million 0.44% of portfolio	18,507	Q4 2024 New
VTV Vanguard Value ETF	$0	$811 Million 0.39% of portfolio	4,789	Q4 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$693 Million 0.34% of portfolio	5,465	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$656 Million 0.32% of portfolio	28,299	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$594 Million 0.29% of portfolio	3,114	Q4 2024 New
DFAI Dimensional ETF Tr	$0	$517 Million 0.25% of portfolio	17,703	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$510 Million 0.25% of portfolio	13,301	Q4 2024 New
DFAR Dimensional ETF Tr Dimensional	$0	$397 Million 0.19% of portfolio	17,040	Q4 2024 New
VGT Vanguard Information Technolog	$0	$394 Million 0.19% of portfolio	633	Q4 2024 New
VUG Vanguard Growth ETF	$0	$353 Million 0.17% of portfolio	860	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$328 Million 0.16% of portfolio	560	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$322 Million 0.16% of portfolio	3,323	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$321 Million 0.16% of portfolio	4,461	Q4 2024 New

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