Filer Name: WRENNE FINANCIAL PLANNING LLC
CIK: 2023054
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 41
Portfolio Value: $0.18B

Wrenne Financial Planning Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 143,103 $41M 23.59% 6.3% -
VEU US VANGUARD FTSE ALL-WORLD EX-U 454,642 $26M 14.85% 18.4% -
SLYV US SPDR S&P 600 SMALL CAP VALUE 176,756 $15M 8.77% 7.2% -
VNQ US VANGUARD REAL ESTATE ETF 130,712 $12M 6.62% 7.3% -
BND US VANGUARD TOTAL BOND MARKET 158,698 $11M 6.49% 7.0% -
VXUS US VANGUARD TOTAL INTL STOCK 132,620 $8M 4.45% 14.4% -
VWO US VANGUARD FTSE EMERGING MARKE 175,710 $8M 4.40% 5.9% -
MUB US ISHARES NATIONAL MUNI BOND E 65,678 $7M 3.98% 21.7% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 184,766 $6M 3.59% 14.6% -
SCHB US SCHWAB US BROAD MARKET ETF 245,939 $6M 3.18% 223.3% -
VBR US VANGUARD SMALL-CAP VALUE ETF 26,101 $5M 2.94% -0.2% -
AAPL US APPLE INC 16,367 $4M 2.33% 26.9% -
SPEM US SPDR PORTFOLIO EMERGING MARK 101,843 $4M 2.22% 1.5% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 27,259 $2M 1.36% -11.5% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 47,295 $2M 1.35% 5.3% -
SPYV US SPDR PORT S&P 500 VALUE 45,216 $2M 1.32% -8.5% -
VBK US VANGUARD SMALL-CAP GRWTH ETF 7,044 $2M 1.12% -13.0% -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 25,324 $2M 1.03% -1.7% -
SCHF US SCHWAB INTL EQUITY ETF 95,205 $2M 1.00% 120.9% -
SCHH US SCHWAB US REIT ETF 49,063 $1M 0.59% 18.0% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us