Vested Financial Planning, LLC — Q3 2025 13F Holdings

Name: Vested Financial Planning, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002044679

Total reported value

$131.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	30.53%	-0.91%	+1.92%
2	DFAX	Dimensional World Ex US Core	ETF-Other	14.09%	+0.28%	+1.37%
3	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	12.24%	+0.04%	-0.56%
4	DFNM	Dimensional National Muni Bd	ETF-Other	7.53%	-0.18%	+4.18%
5	DFCF	Dimensional Core Fixed INC	ETF-Other	5.67%	+0.02%	+9.10%
6	DUHP	Dimensional US High Profi Et	ETF-Other	5.20%	-0.20%	+1.72%
7	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	4.48%	+0.51%	+0.75%
8	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	4.15%	+0.86%	-1.05%
9	VXF	Vanguard Extended Market ETF	ETF-Other	2.84%	+0.19%	-1.51%
10	AAPL	Apple INC	Stock-Tech	2.00%	-0.15%	-9.35%
11	DFGX	Dimsnl Intr Cf In Etf-usd In	ETF-Other	1.70%	+0.04%	+7.46%
12	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.52%	+0.13%	+0.05%
13	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.02%	-0.06%	+26.63%
14	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	0.73%	+0.18%	+11.91%
15	DFGP	Dimensional Glbl Core Pl Fix	ETF-Other	0.71%	+0.02%	+7.33%
16	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.68%	—	+29.97%
17	VT	Vanguard Tot World Stk ETF	ETF-Other	0.68%	-0.01%	+107.12%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.64%	-0.02%	+20.92%
19	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.51%	-0.04%	—
20	EFA	Ishares Msci Eafe ETF	ETF-Other	0.48%	—	+25.31%
21	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.41%	+0.11%	+12.14%
22	RBLX	Roblox CORP -class A	Stock-Comm Services	0.39%	-0.28%	EXIT
23	SUSL	Ishares Esg Msci USA Leaders	ETF-Other	0.38%	-0.16%	+2.01%
24	VGT	Vanguard Info Tech ETF	ETF-Tech	0.28%	-0.02%	—
25	DFGR	Dim Global Real Estate ETF	ETF-Other	0.22%	+0.02%	+16.93%
26	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.21%	+0.01%	+14.96%
27	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.21%	-0.20%	EXIT
28	ABNB	Airbnb Inc-class A	Stock-Consumer Disc	0.18%	-0.01%	-25.80%
29	JMSI	JPM Sus Municipal Income	ETF-Other	0.17%	-0.16%	EXIT
30	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.16%	—	—

Holding changes this quarter

Position changes disclosed by Vested Financial Planning, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+0.9%	-0.56%	Add
2	VXF	Vanguard Extended Market ETF	+0.4%	-1.51%	Add
3	VT	Vanguard Tot World Stk ETF	+0.4%	+107.12%	Add
4	VTI	Vanguard Total Stock Mkt ETF	+0.2%	+26.63%	Add
5	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+20.92%	Add
6	EFA	Ishares Msci Eafe ETF	+0.1%	+25.31%	Add
7	AGG	Ishares Core U.s. Aggregate	+0.1%	+29.97%	Add
8	VGT	Vanguard Info Tech ETF	0%	—	Unchanged
9	QQQ	Invesco Qqq Trust Series 1	0%	—	Unchanged
10	SPEM	State Street Sp Ptf Em ETF	—	+0.05%	Add
11	SUSL	Ishares Esg Msci USA Leaders	—	+2.01%	Add
12	DFGR	Dim Global Real Estate ETF	—	+16.93%	Add
13	ESGD	Ishares Trust Ishares Esg Aw	0%	+2.06%	Add
14	JMSI	JPM Sus Municipal Income	0%	—	Unchanged
15	ABNB	Airbnb Inc-class A	-0.1%	-25.80%	Trim
16	VTEB	Vanguard Tax-exempt Bond ETF	-0.1%	-1.05%	Add
17	IAGG	Ishares Intl Aggregate Bond	-0.1%	+12.14%	Trim
18	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.1%	+11.91%	Add
19	SPDW	Ste Str Spdr Pt Dw EU ETF	-0.3%	+0.75%	Trim
20	AAPL	Apple INC	-0.4%	-9.35%	Trim
21	DFGX	Dimsnl Intr Cf In Etf-usd In	-0.6%	+7.46%	Trim
22	DFAX	Dimensional World Ex US Core	-1.1%	+1.37%	Trim
23	DFCF	Dimensional Core Fixed INC	-1.1%	+9.10%	Add
24	DFNM	Dimensional National Muni Bd	-1.2%	+4.18%	Add
25	DFAC	Dimensional US Core Equity 2	-3.8%	+1.92%	Trim
26	DUHP	Dimensional US High Profi Et	—	NEW	New buy
27	DFGP	Dimensional Glbl Core Pl Fix	—	NEW	New buy
28	RBLX	Roblox CORP -class A	—	NEW	New buy
29	AOA	Ishares Core 80/20 Aggressiv	—	NEW	New buy
30	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy