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Partners in Financial Planning 13F holdings

Filed 2026-08-10 · Partners in Financial Planning · 131 positions · $659.5M

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TickerCompanySharesValue% of portfolio
BNDVANGUARD TOTAL BOND MARKET ETF1.1M$78.0M11.8%
VUGVANGUARD GROWTH ETF824.9K$71.1M10.8%
VTVVANGUARD VALUE ETF299.6K$65.3M9.9%
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF1.3M$62.4M9.5%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF771.8K$55.0M8.3%
BSVVANGUARD SHORT-TERM BOND ETF489.0K$38.1M5.8%
VBKVANGUARD SMALL-CAP GROWTH ETF66.3K$24.2M3.7%
VBRVANGUARD SMALL CAP VALUE ETF99.6K$24.2M3.7%
VWOVANGUARD FTSE EMERGING MARKETS ETF302.9K$18.1M2.7%
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF105.2K$16.2M2.5%
VNQVANGUARD REAL ESTATE ETF161.2K$15.6M2.4%
SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF291.1K$14.7M2.2%
VTEBVANGUARD TAX-EXEMPT BOND ETF262.4K$13.3M2.0%
VTIVANGUARD TOTAL STOCK MARKET ETF35.6K$13.2M2.0%
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF110.2K$11.7M1.8%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF100.9K$8.3M1.3%
VOOVANGUARD S&P 500 ETF10.9K$7.5M1.1%
MUBISHARES NATIONAL MUNI BOND ETF63.9K$6.9M1.0%
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF41.4K$4.9M0.7%
VOVANGUARD MID-CAP ETF56.4K$4.5M0.7%
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF70.6K$4.3M0.7%
SCZISHARES MSCI EAFE SMALL-CAP ETF51.5K$4.2M0.6%
VXFVANGUARD EXTENDED MARKET ETF15.6K$3.8M0.6%
SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF71.6K$3.7M0.6%
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF31.7K$3.5M0.5%
VFMFVANGUARD U.S. MULTIFACTOR ETF19.3K$3.4M0.5%
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF65.6K$3.3M0.5%
VVVANGUARD LARGE-CAP ETF8.7K$3.0M0.5%
NSCNORFOLK SOUTHN CORP COM9.4K$2.9M0.4%
SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF106.3K$2.7M0.4%
SPYSTATE STREET SPDR S&P 500 ETF3.0K$2.3M0.3%
SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF18.2K$2.2M0.3%
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND25.2K$2.1M0.3%
VBVANGUARD SMALL-CAP ETF6.7K$2.0M0.3%
EXMOCEXXONMOBIL HOLDINGS CORP COM SHS12.6K$1.7M0.3%
AAPLAPPLE INC COM5.9K$1.7M0.3%
IWFISHARES RUSSELL 1000 GROWTH ETF13.3K$1.6M0.2%
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.6K$1.5M0.2%
STLDSTEEL DYNAMICS INC COM6.4K$1.5M0.2%
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF17.2K$1.5M0.2%
LRGFISHARES U.S. EQUITY FACTOR ETF18.9K$1.4M0.2%
AMZNAMAZON COM INC COM5.7K$1.4M0.2%
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF29.3K$1.3M0.2%
TSLATESLA INC COM3.1K$1.3M0.2%
DFATDIMENSIONAL U.S. TARGETED VALUE ETF18.1K$1.3M0.2%
CVXCHEVRON CORPORATION COM7.6K$1.3M0.2%
BIVVANGUARD INTERMEDIATE-TERM BOND ETF16.2K$1.2M0.2%
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW5.0K$1.2M0.2%
SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF40.2K$1.2M0.2%
GEVGE VERNOVA INC COM985$1.2M0.2%
IVVISHARES CORE S&P 500 ETF1.4K$1.1M0.2%
EWEDWARDS LIFESCIENCES CORP COM11.6K$1.0M0.2%
EFAISHARES MSCI EAFE ETF9.8K$1.0M0.2%
GEGE AEROSPACE COM NEW2.7K$1.0M0.2%
IWDISHARES RUSSELL 1000 VALUE ETF4.2K$1.0M0.2%
MSFTMICROSOFT CORP COM2.6K$978,2970.1%
GOOGALPHABET INC CAP STK CL C2.7K$966,6980.1%
TPLTEXAS PACIFIC LAND CORPORATION COM2.1K$937,4250.1%
DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25.1K$925,1560.1%
DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF19.1K$923,7660.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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