Filer Name: FOUNDATION WEALTH MANAGEMENT, LLC\PA
CIK: 2011000
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 89
Portfolio Value: $0.21B

Foundation Wealth Management, Llc\Pa Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 436,370 $15M 7.32% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 48,094 $14M 6.76% - -
IVV US ISHARES CORE S&P 500 ETF 21,481 $13M 6.13% - -
VCIT US VANGUARD INT-TERM CORPORATE 136,959 $11M 5.33% - -
VNQ US VANGUARD REAL ESTATE ETF 109,404 $10M 4.72% - -
BSV US VANGUARD SHORT-TERM BOND ETF 105,517 $8M 3.95% - -
VCSH US VANGUARD S/T CORP BOND ETF 87,880 $7M 3.32% - -
VTIP US VANGUARD SHORT-TERM TIPS 139,957 $7M 3.28% - -
EFA US ISHARES MSCI EAFE ETF 84,653 $6M 3.10% - -
DUHP US DIMENSIONAL US HIGH PROFI ET 184,344 $6M 3.02% - -
DFEM US DIMENSIONAL EMERGING MARKETS 225,804 $6M 2.87% - -
SCHR US SCHWAB INTERMEDIATE-TERM US 234,578 $6M 2.76% - -
IWF US ISHARES RUSSELL 1000 GROWTH 13,445 $5M 2.62% - -
DFSV US DIMENSIONAL US SMALL CAP VAL 169,451 $5M 2.53% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 166,669 $4M 2.09% - -
IWN US ISHARES RUSSELL 2000 VALUE E 23,688 $4M 1.88% - -
VEU US VANGUARD FTSE ALL-WORLD EX-U 64,595 $4M 1.80% - -
IWD US ISHARES RUSSELL 1000 VALUE E 19,308 $4M 1.73% - -
DFSD US DIMENSIONAL SHORT DURATION 68,631 $3M 1.56% - -
IWV US ISHARES RUSSELL 3000 ETF 9,444 $3M 1.53% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us