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CIK: 0002054264
Total reported value
$659.5M
$659.5M
107 檔
41.9%
At the close of Q2 2025, Partners in Financial Planning disclosed equity holdings valued at approximately $659.5M, spread across 107 reported holdings.
During Q2 2025, 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 | BND | Vanguard Total Bond Market | ETF-Other | 12.22% | -0.95% | +3.99% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.49% | +0.89% | -1.75% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.80% | -0.10% | -1.22% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 9.32% | -0.39% | +4.97% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.19% | -0.05% | -4.88% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.51% | -0.43% | +3.87% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.62% | — | +2.22% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.40% | +0.32% | +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% | -0.10% | +0.67% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.52% | +0.04% | +1.50% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.15% | +0.05% | +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% | +0.13% | +0.09% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.79% | -0.03% | +8.52% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.23% | -0.08% | +0.07% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.06% | -0.13% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.86% | -0.09% | -1.52% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.05% | +36.18% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | -0.01% | +64.78% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.74% | +0.02% | — | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.68% | -0.01% | +5.64% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.57% | +0.03% | +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% | +0.02% | -2.91% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.47% | -0.04% | +22.11% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.47% | +0.02% | — | |
| 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% | -0.01% | +0.76% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | +0.02% | -0.52% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.30% | +0.03% | +71.06% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.02% | — | |
| 35 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.26% | -0.06% | -4.14% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.26% | -0.04% | +0.75% | |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.25% | -0.02% | -2.84% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.10% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | — | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.25% | — | +0.02% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.24% | -0.02% | +1.73% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.01% | — | |
| 43 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.23% | +0.01% | -2.82% | |
| 44 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.20% | -0.01% | -33.82% | |
| 45 | DFAT | Dimensional US Target Value | ETF-Other | 0.19% | -0.01% | +0.12% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.18% | -0.02% | +0.31% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | +0.01% | — | |
| 48 | STLD | Steel Dynamics Inc | Stock-Materials | 0.17% | +0.02% | -4.81% | |
| 49 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.17% | +0.01% | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | — |
According to official SEC Form 13F filings, Partners in Financial Planning reported a total U.S. public equity portfolio value of $659.5M across 107 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VUG, VTV) accounted for 41.9% of total reported equity market value during Q2 2025.
During Q2 2025, Partners in Financial Planning's top holdings by market value included BND (12.2%)、VUG (11.5%)、VTV (9.8%). The largest single position, BND, represented 12.2% of total portfolio value.
In Q2 2025, 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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