Fonville Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Richmond, VA
CIK
0002008703
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
94
225,727
DFAU, BND, VUSB, DFAI
13F-HR
4/26/2024
000108514624002077
Q4 2023
86
188,491
DFAU, AMERICAN CENTY ETF TR, BND, VUSB
13F-HR
1/31/2024
000108514624000594