Filer Name: PARTNERS IN FINANCIAL PLANNING
CIK: 2054264
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 107
Portfolio Value: $0.49B

Partners In Financial Planning Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BND US VANGUARD TOTAL BOND MARKET 853,864 $61M 12.52% - -
VUG US VANGUARD GROWTH ETF 143,602 $59M 12.02% - -
VTV US VANGUARD VALUE ETF 294,554 $50M 10.17% - -
BNDX US VANGUARD TOTAL INTL BOND ETF 940,126 $46M 9.41% - -
VEA US VANGUARD FTSE DEVELOPED ETF 764,163 $37M 7.45% - -
BSV US VANGUARD SHORT-TERM BOND ETF 420,233 $32M 6.62% - -
VBR US VANGUARD SMALL-CAP VALUE ETF 93,677 $19M 3.79% - -
VBK US VANGUARD SMALL-CAP GRWTH ETF 63,212 $18M 3.61% - -
VNQ US VANGUARD REAL ESTATE ETF 147,789 $13M 2.69% - -
VWO US VANGUARD FTSE EMERGING MARKE 298,956 $13M 2.69% - -
VSS US VANGUARD FTSE ALL WO X-US SC 102,045 $12M 2.38% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 208,982 $10M 2.14% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 35,977 $10M 2.13% - -
SUB US ISHARES SHORT-TERM NATIONAL 84,962 $9M 1.83% - -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 215,265 $7M 1.50% - -
VOO US VANGUARD S&P 500 ETF 10,617 $6M 1.17% - -
VCIT US VANGUARD INT-TERM CORPORATE 68,050 $5M 1.11% - -
VO US VANGUARD MID-CAP ETF 14,260 $4M 0.77% - -
MUB US ISHARES NATIONAL MUNI BOND E 35,518 $4M 0.77% - -
VXF US VANGUARD EXTENDED MARKET ETF 16,832 $3M 0.65% - -
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