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CIK: 0002011000
Total reported value
$331.3M
$331.3M
89 檔
18.8%
As reported in its official Q4 2024 Form 13F filing, Foundation Wealth Management, LLC\PA's tracked investment portfolio stood at $331.3M with 89 total positions.
During Q4 2024, Foundation Wealth Management, LLC\PA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.32% | -0.11% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.76% | +0.62% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.13% | +0.77% | — | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.33% | -1.05% | — | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.72% | -0.23% | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.95% | -0.44% | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.32% | -0.39% | — | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.28% | -0.05% | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.10% | +0.12% | — | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.02% | +0.34% | — | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.87% | +0.32% | — | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.76% | -0.43% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.62% | -0.10% | — | |
| 14 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.53% | +0.15% | — | |
| 15 | DFIC | Dimensional International Co | ETF-Other | 2.09% | -0.14% | — | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.88% | -0.01% | — | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.80% | -0.08% | — | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.73% | -0.05% | — | |
| 19 | DFSD | Dimensional Short Duration | ETF-Other | 1.56% | -0.11% | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.53% | +0.23% | — | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.53% | -0.05% | — | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.46% | -0.11% | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | +0.01% | — | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.37% | -0.08% | — | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.30% | -0.12% | — | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.28% | -0.03% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.25% | -0.10% | — | |
| 28 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.22% | — | — | |
| 29 | DIHP | Dimensional International Hi | ETF-Other | 1.19% | -0.03% | — | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.14% | -0.03% | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.13% | +0.03% | — | |
| 32 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.09% | -0.03% | — | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.08% | -0.02% | — | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.04% | -0.08% | — | |
| 35 | DISV | Dimensional International Sm | ETF-Other | 0.97% | -0.11% | — | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.90% | -0.02% | — | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.65% | -0.07% | — | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.64% | -0.03% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.59% | +0.19% | — | |
| 40 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.58% | -0.06% | — | |
| 41 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.53% | -0.01% | — | |
| 42 | DFIV | Dimensional International Va | ETF-Other | 0.47% | -0.05% | — | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.44% | — | — | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.42% | -0.03% | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.05% | — | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | -0.02% | — | |
| 47 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.35% | -0.02% | — | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.34% | -0.01% | — | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.32% | +0.02% | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.29% | -0.02% | — |
According to official SEC Form 13F filings, Foundation Wealth Management, LLC\PA reported a total U.S. public equity portfolio value of $331.3M across 89 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, IVV) accounted for 18.8% of total reported equity market value during Q4 2024.
During Q4 2024, Foundation Wealth Management, LLC\PA's top holdings by market value included DFAC (7.3%)、VTI (6.8%)、IVV (6.1%). The largest single position, DFAC, represented 7.3% of total portfolio value.
In Q4 2024, Foundation Wealth Management, LLC\PA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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