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CIK: 0002054264
Total reported value
$659.5M
$659.5M
103 檔
33.9%
As reported in its official Q1 2024 Form 13F filing, Partners in Financial Planning's tracked investment portfolio stood at $659.5M with 103 total positions.
During Q1 2024, Partners in Financial Planning's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.30% | +0.89% | -0.96% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.92% | -0.95% | +2.63% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.34% | -0.10% | +0.68% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.99% | -0.39% | +1.70% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.17% | -0.05% | +1.66% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.28% | -0.43% | +7.17% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.90% | — | +0.36% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.73% | +0.32% | +0.15% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.92% | +0.04% | +0.66% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.61% | — | -1.82% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.56% | -0.10% | -2.79% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.48% | +0.05% | +2.91% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.92% | -0.03% | +2.86% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.87% | +0.13% | -2.86% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.85% | +0.02% | -1.16% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.06% | +1.32% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.93% | -0.08% | +46.37% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.02% | +0.05% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.79% | -0.09% | -0.31% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.68% | +0.03% | -1.25% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.01% | -0.05% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.67% | -0.01% | -3.26% | |
| 23 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.66% | — | +38.58% | |
| 24 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.59% | +0.02% | -8.55% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.05% | -0.55% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | +0.01% | +6.77% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.44% | -0.04% | -0.26% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.43% | +0.02% | -1.65% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.41% | -0.01% | — | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.39% | +0.02% | +0.22% | |
| 31 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.37% | +0.01% | +0.25% | |
| 32 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.37% | -0.06% | +0.04% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | +0.02% | +2.81% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.10% | — | |
| 35 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.32% | -0.01% | — | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.31% | -0.02% | -3.54% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.31% | -0.04% | -37.90% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | -0.01% | +0.14% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.29% | — | -1.34% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.29% | +0.02% | — | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.26% | — | +8.50% | |
| 42 | STLD | Steel Dynamics Inc | Stock-Materials | 0.25% | +0.02% | -4.90% | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.25% | +0.03% | -5.38% | |
| 44 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.25% | +0.01% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | -3.23% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.24% | -0.02% | +1.21% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.23% | -0.01% | +0.11% | |
| 48 | GE | General Electric | Stock-Industrials | 0.21% | +0.02% | +0.04% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | -0.02% | — | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.20% | -0.02% | -7.44% |
According to official SEC Form 13F filings, Partners in Financial Planning reported a total U.S. public equity portfolio value of $659.5M across 103 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, BND, VTV) accounted for 33.9% of total reported equity market value during Q1 2024.
During Q1 2024, Partners in Financial Planning's top holdings by market value included VUG (11.3%)、BND (10.9%)、VTV (10.3%). The largest single position, VUG, represented 11.3% of total portfolio value.
In Q1 2024, Partners in Financial Planning made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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