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CIK: 0002044679
Total reported value
$148.9M
$148.9M
28 檔
53.4%
At the close of Q2 2025, Vested Financial Planning, LLC disclosed equity holdings valued at approximately $148.9M, spread across 28 reported holdings.
During Q2 2025, Vested Financial Planning, LLC'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 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.53% | -0.27% | -7.98% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 14.27% | -1.20% | -5.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.52% | +0.36% | +11.80% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.84% | +0.56% | +1.61% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.63% | -0.57% | -7.33% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.28% | +0.21% | — | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.62% | -0.10% | -1.80% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.51% | +0.60% | +20.79% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.91% | +0.20% | +21.40% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.95% | -0.04% | — | |
| 11 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.71% | -0.14% | -16.74% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.52% | +0.01% | +3.24% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | +0.01% | — | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.71% | -0.11% | -5.33% | |
| 15 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.71% | -0.07% | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.07% | +2.12% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.01% | +1.34% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.06% | — | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | -0.02% | +1.06% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.40% | -0.05% | -13.74% | |
| 21 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.38% | +0.01% | — | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.33% | — | +7.86% | |
| 23 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.29% | -0.21% | EXIT | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.27% | +0.05% | — | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.21% | — | — | |
| 26 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.20% | -0.01% | -0.45% | |
| 27 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.19% | -0.01% | — | |
| 28 | JMSI | JPM Sus Municipal Income | ETF-Other | 0.18% | — | — |
According to official SEC Form 13F filings, Vested Financial Planning, LLC reported a total U.S. public equity portfolio value of $148.9M across 28 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, VOO) accounted for 53.4% of total reported equity market value during Q2 2025.
During Q2 2025, Vested Financial Planning, LLC's top holdings by market value included DFAC (30.5%)、DFAX (14.3%)、VOO (12.5%). The largest single position, DFAC, represented 30.5% of total portfolio value.
In Q2 2025, Vested Financial Planning, LLC 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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