Fonville Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 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
Q3 2024 116 289,388 DFAU, BND, VUSB, AVUV 13F-HR 10/28/2024 000108514624005189
Q2 2024 97 252,356 DFAU, BND, VUSB, AVUV 13F-HR 7/30/2024 000108514624003358
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