Partners in Financial Planning — Q1 2025 13F Holdings

Name: Partners in Financial Planning — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002054264

Total reported value

$602.9M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BND	Vanguard Total Bond Market	ETF-Other	12.77%	+0.44%	+1.36%
2	VUG	Vanguard Growth ETF	ETF-Other	10.78%	-1.19%	+0.73%
3	VTV	Vanguard Value ETF	ETF-Other	10.56%	+0.14%	+3.29%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	9.54%	+0.33%	+3.40%
5	VEA	Vanguard Ftse Developed ETF	ETF-Other	8.36%	+0.17%	+7.12%
6	BSV	Vanguard Short-term Bond ETF	ETF-Other	6.80%	—	+2.84%
7	VBR	Vanguard Small-cap Value ETF	ETF-Other	3.68%	+0.03%	+5.03%
8	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	3.30%	-0.03%	+3.11%
9	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.84%	—	+4.51%
10	VNQ	Vanguard Real Estate ETF	ETF-Other	2.75%	-0.01%	+2.22%
11	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	2.47%	-0.03%	+4.21%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.16%	—	+3.88%
13	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	2.00%	-0.15%	+0.44%
14	SUB	Ishares Short-term National	ETF-Other	1.79%	—	-0.81%
15	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.57%	+0.02%	-0.62%
16	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.32%	+0.01%	+18.01%
17	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.10%	-0.04%	+0.12%
18	MUB	Ishares National Muni Bond E	ETF-Other	0.96%	+0.12%	+27.27%
19	VO	Vanguard Mid-cap ETF	ETF-Other	0.74%	—	+0.34%
20	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.62%	—	+0.02%
21	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.60%	+0.01%	+10.78%
22	VXF	Vanguard Extended Market ETF	ETF-Other	0.56%	—	-4.08%
23	VFMF	Vanguard US Multifactor ETF	ETF-Other	0.52%	—	-1.36%
24	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.51%	-0.08%	-2.47%
25	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.51%	+0.01%	—
26	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.48%	—	+0.27%
27	VV	Vanguard Large-cap ETF	ETF-Other	0.46%	-0.03%	+0.15%
28	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	0.42%	—	-12.20%
29	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.41%	+0.02%	+2.07%
30	NSC	Norfolk Southern CORP	Stock-Industrials	0.40%	—	—
31	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.35%	—	-1.88%
32	VB	Vanguard Small-cap ETF	ETF-Other	0.31%	—	+0.16%
33	XOM	Exxon Mobil CORP	Stock-Energy	0.30%	+0.10%	+0.57%
34	SPTS	Ss Spdr P St Term Tsy ETF	ETF-Other	0.29%	—	-2.00%
35	AAPL	Apple INC	Stock-Tech	0.29%	-0.04%	—
36	IWF	Ishares Russell 1000 Growth	ETF-Other	0.28%	-0.04%	—
37	BIV	Vanguard Intermediate-term B	ETF-Other	0.27%	—	-5.11%
38	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	0.25%	—	-2.86%
39	FERG	Ferguson Enterprises INC	Stock-Industrials	0.24%	—	+14.01%
40	VXUS	Vanguard Total Intl Stock	ETF-Other	0.24%	—	+1.07%
41	AMZN	Amazon.com INC	Stock-Consumer Disc	0.23%	-0.03%	—
42	LRGF	Ishares US Equity Factor ETF	ETF-Other	0.23%	—	-2.26%
43	DFAT	Dimensional US Target Value	ETF-Other	0.20%	—	+0.17%
44	MSFT	Microsoft CORP	Stock-Tech	0.19%	-0.05%	+15.77%
45	TPL	Texas Pacific Land CORP	Stock-Energy	0.19%	+0.07%	—
46	STLD	Steel Dynamics INC	Stock-Materials	0.19%	—	—
47	EFA	Ishares Msci Eafe ETF	ETF-Other	0.18%	—	-1.25%
48	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-Other	0.18%	—	-0.78%
49	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.18%	—	—
50	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.17%	—	—

1–50 of 101

Holding changes this quarter

Position changes disclosed by Partners in Financial Planning for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BND	Vanguard Total Bond Market	+1.5%	+1.36%	Add
2	VCIT	Vanguard Int-term Corporate	+0.7%	+18.01%	Add
3	BSV	Vanguard Short-term Bond ETF	+0.5%	+2.84%	Add
4	VEA	Vanguard Ftse Developed ETF	+0.5%	+7.12%	Add
5	VTV	Vanguard Value ETF	+0.4%	+3.29%	Add
6	VUG	Vanguard Growth ETF	+0.3%	+0.73%	Trim
7	MUB	Ishares National Muni Bond E	+0.2%	+27.27%	Add
8	VTI	Vanguard Total Stock Mkt ETF	+0.2%	+0.44%	Add
9	VWO	Vanguard Ftse Emerging Marke	+0.1%	+4.51%	Add
10	IAGG	Ishares Intl Aggregate Bond	+0.1%	+10.78%	Add
11	VV	Vanguard Large-cap ETF	+0.1%	+0.15%	Add
12	TPL	Texas Pacific Land CORP	+0.1%	—	Add
13	MSFT	Microsoft CORP	+0.1%	+15.77%	Add
14	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	—	Add
15	VEU	Vanguard Ftse All-world Ex-u	0%	-1.88%	Add
16	PG	Procter & Gamble Co/the	0%	+15.20%	Add
17	IVV	Ishares Core S&p 500 ETF	0%	—	Add
18	IWF	Ishares Russell 1000 Growth	0%	—	Unchanged
19	AMZN	Amazon.com INC	0%	—	Trim
20	SLYV	Ss Spdr S&p 600 Sc Val ETF	—	+2.07%	Add
21	VBR	Vanguard Small-cap Value ETF	0%	+5.03%	Add
22	SPEM	State Street Sp Ptf Em ETF	0%	—	Add
23	VB	Vanguard Small-cap ETF	0%	+0.16%	Add
24	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.1%	-2.47%	Trim
25	BNDX	Vanguard Total Intl Bond ETF	-0.1%	+3.40%	Add
26	VO	Vanguard Mid-cap ETF	-0.1%	+0.34%	Trim
27	VNQ	Vanguard Real Estate ETF	-0.1%	+2.22%	Add
28	SLYG	Ss Spdr S&p 600 Sc Gr ETF	-0.1%	-0.78%	Trim
29	VOO	Vanguard S&p 500 ETF	-0.2%	+0.12%	Trim
30	VBK	Vanguard Small-cap Grwth ETF	-0.2%	+3.11%	Add
31	NKE	Nike INC -cl B	-0.2%	-10.09%	Trim
32	VSS	Vanguard Ftse All Wo X-us Sc	-0.2%	+4.21%	Add
33	NSC	Norfolk Southern CORP	-0.2%	—	Trim
34	SPAB	Ss Spdr P Agg Bond ETF	-0.3%	-12.20%	Trim
35	SPDW	Ste Str Spdr Pt Dw EU ETF	-0.3%	-0.62%	Trim
36	BIV	Vanguard Intermediate-term B	-0.3%	-5.11%	Trim
37	VTEB	Vanguard Tax-exempt Bond ETF	-0.8%	+3.88%	Trim
38	EMXC	Ishares Msci Emr Mrk Ex Chna	—	EXIT	Sold out
39	AGG	Ishares Core U.s. Aggregate	—	NEW	New buy
40	ABT	Abbott Laboratories	—	NEW	New buy
41	META	Meta Platforms Inc-class A	—	NEW	New buy
42	VTIP	Vanguard Short-term Tips	—	EXIT	Sold out
43	TSLA	Tesla INC	—	EXIT	Sold out
44	CAH	Cardinal Health INC	—	NEW	New buy
45	SCHZ	Schwab US Aggregate Bond ETF	—	NEW	New buy
46	GEV	GE Vernova INC	—	NEW	New buy
47	ABBV	Abbvie INC	—	NEW	New buy
48	COF	Capital One Financial CORP	—	NEW	New buy
49	MDLZ	Mondelez International Inc-a	—	EXIT	Sold out
50	IWR	Ishares Russell Mid-cap ETF	—	EXIT	Sold out