Wrenne Financial Planning LLC
50 holdingsFiling period: 2026-03-31Current AUM: $283.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 169.2K | $54.3M | $62.3M | 21.99% | +12.3K | 2026-03-31 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 565.9K | $42.5M | $46.9M | 16.55% | +20.1K | 2026-03-31 |
| 3 | SLYV | SPDR SERIES TRUST | 203.0K | $19.2M | $22.0M | 7.77% | +6.6K | 2026-03-31 |
| 4 | VNQ | VANGUARD INDEX FDS | 208.1K | $18.5M | $20.6M | 7.27% | +8.4K | 2026-03-31 |
| 5 | BND | VANGUARD BD INDEX FDS | 204.6K | $15.1M | $14.8M | 5.22% | +9.1K | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 249.2K | $13.5M | $14.6M | 5.17% | +10.1K | 2026-03-31 |
| 7 | VXUS | VANGUARD STAR FDS | 162.6K | $12.5M | $13.8M | 4.86% | +2.8K | 2026-03-31 |
| 8 | SCHB | SCHWAB STRATEGIC TR | 435.4K | $10.9M | $12.6M | 4.43% | +47.8K | 2026-03-31 |
| 9 | SPDW | SPDR INDEX SHS FDS | 230.9K | $10.5M | $11.6M | 4.08% | +5.0K | 2026-03-31 |
| 10 | VBR | VANGUARD INDEX FDS | 44.8K | $9.7M | $11.0M | 3.87% | +878 | 2026-03-31 |
| 11 | MUB | ISHARES TR | 77.2K | $8.2M | $8.2M | 2.88% | +5.3K | 2026-03-31 |
| 12 | SPEM | SPDR INDEX SHS FDS | 117.5K | $5.5M | $6.0M | 2.11% | +3.9K | 2026-03-31 |
| 13 | VTEB | VANGUARD MUN BD FDS | 84.5K | $4.2M | $4.2M | 1.48% | -49 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 15.2K | $3.9M | $4.7M | 1.66% | +53 | 2026-03-31 |
| 15 | SCHF | SCHWAB STRATEGIC TR | 112.8K | $2.8M | $3.1M | 1.09% | +408 | 2026-03-31 |
| 16 | SPYG | SPDR SERIES TRUST | 28.4K | $2.8M | $3.3M | 1.18% | -133 | 2026-03-31 |
| 17 | SPYV | SPDR SERIES TRUST | 42.3K | $2.4M | $2.6M | 0.93% | -245 | 2026-03-31 |
| 18 | SCHH | SCHWAB STRATEGIC TR | 96.7K | $2.1M | $2.3M | 0.83% | +4.4K | 2026-03-31 |
| 19 | VBIL | VANGUARD INSTL INDEX FD | 26.3K | $2.0M | $2.0M | 0.70% | -- | 2026-03-31 |
| 20 | SPTM | SPDR SERIES TRUST | 19.8K | $1.6M | $1.8M | 0.63% | -269 | 2026-03-31 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | 16.4K | $1.0M | $1.2M | 0.41% | -578 | 2026-03-31 |
| 22 | VTWV | VANGUARD SCOTTSDALE FDS | 6.0K | $1.0M | $1.2M | 0.41% | -16 | 2026-03-31 |
| 23 | VBK | VANGUARD INDEX FDS | 3.3K | $992K | $1.1M | 0.39% | -19 | 2026-03-31 |
| 24 | SPAB | SPDR SERIES TRUST | 38.7K | $990K | $970K | 0.34% | +2.4K | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 2.3K | $838K | $1.1M | 0.37% | -111 | 2026-03-31 |
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