Partners in Financial Planning — Q2 2025 13F Holdings

Name: Partners in Financial Planning — 13F Holdings, Q2 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	12.22%	+0.44%	+3.99%
2	VUG	Vanguard Growth ETF	ETF-Other	11.49%	-1.19%	-1.75%
3	VTV	Vanguard Value ETF	ETF-Other	9.80%	+0.14%	-1.22%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	9.32%	+0.33%	+4.97%
5	VEA	Vanguard Ftse Developed ETF	ETF-Other	8.19%	+0.17%	-4.88%
6	BSV	Vanguard Short-term Bond ETF	ETF-Other	6.51%	—	+3.87%
7	VBR	Vanguard Small-cap Value ETF	ETF-Other	3.62%	+0.03%	+2.22%
8	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	3.40%	-0.03%	+2.13%
9	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.79%	—	-2.09%
10	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	2.65%	-0.03%	+0.67%
11	VNQ	Vanguard Real Estate ETF	ETF-Other	2.52%	-0.01%	+1.50%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.15%	—	+9.72%
13	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	2.14%	+0.02%	+34.06%
14	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	2.03%	-0.15%	+0.09%
15	SUB	Ishares Short-term National	ETF-Other	1.79%	—	+8.52%
16	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.23%	+0.01%	+0.07%
17	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.11%	-0.04%	-0.13%
18	MUB	Ishares National Muni Bond E	ETF-Other	0.86%	+0.12%	-1.52%
19	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.76%	-0.08%	+36.18%
20	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.75%	—	+64.78%
21	VO	Vanguard Mid-cap ETF	ETF-Other	0.74%	—	—
22	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.68%	—	+5.64%
23	VXF	Vanguard Extended Market ETF	ETF-Other	0.57%	—	+0.13%
24	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.55%	+0.01%	+8.18%
25	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.54%	+0.01%	-3.02%
26	VFMF	Vanguard US Multifactor ETF	ETF-Other	0.50%	—	-2.91%
27	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	0.47%	—	+22.11%
28	VV	Vanguard Large-cap ETF	ETF-Other	0.47%	-0.03%	—
29	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	0.46%	+0.02%	+19.42%
30	NSC	Norfolk Southern CORP	Stock-Industrials	0.42%	—	+5.13%
31	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	0.36%	—	+0.76%
32	VB	Vanguard Small-cap ETF	ETF-Other	0.30%	—	-0.52%
33	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-Other	0.30%	—	+71.06%
34	IWF	Ishares Russell 1000 Growth	ETF-Other	0.30%	-0.04%	—
35	SPTS	Ss Spdr P St Term Tsy ETF	ETF-Other	0.26%	—	-4.14%
36	BIV	Vanguard Intermediate-term B	ETF-Other	0.26%	—	+0.75%
37	VNQI	Vanguard Glbl Ex-us Real Est	ETF-Other	0.25%	—	-2.84%
38	XOM	Exxon Mobil CORP	Stock-Energy	0.25%	+0.10%	—
39	AMZN	Amazon.com INC	Stock-Consumer Disc	0.25%	-0.03%	—
40	AAPL	Apple INC	Stock-Tech	0.25%	-0.04%	+0.02%
41	VXUS	Vanguard Total Intl Stock	ETF-Other	0.24%	—	+1.73%
42	MSFT	Microsoft CORP	Stock-Tech	0.24%	-0.05%	—
43	LRGF	Ishares US Equity Factor ETF	ETF-Other	0.23%	—	-2.82%
44	FERG	Ferguson Enterprises INC	Stock-Industrials	0.20%	—	-33.82%
45	DFAT	Dimensional US Target Value	ETF-Other	0.19%	—	+0.12%
46	EFA	Ishares Msci Eafe ETF	ETF-Other	0.18%	—	+0.31%
47	TSLA	Tesla INC	Stock-Consumer Disc	0.18%	-0.04%	—
48	STLD	Steel Dynamics INC	Stock-Materials	0.17%	—	-4.81%
49	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.17%	—	—
50	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.16%	—	—

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