Vested Financial Planning, LLC
29 holdingsFiling period: 2026-06-30Current AUM: $148.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 965.5K | $42.8M | $43.5M | 29.29% | -15,373 | 2026-06-30 |
| 2 | DFAX | Dimensional ETF Trust | 527.5K | $19.4M | $19.0M | 12.79% | -23,094 | 2026-06-30 |
| 3 | VOO | Vanguard Index Fds | 28.1K | $19.3M | $19.8M | 13.34% | +419 | 2026-06-30 |
| 4 | DFNM | Dimensional ETF Trust | 245.1K | $11.8M | $11.5M | 7.78% | +42.5K | 2026-06-30 |
| 5 | VTEB | Vanguard Mun BD Fds | 168.5K | $8.5M | $8.2M | 5.53% | +33.9K | 2026-06-30 |
| 6 | SPDW | Spdr Index Shs Fds | 151.1K | $7.6M | $7.4M | 5.02% | +993 | 2026-06-30 |
| 7 | DFCF | Dimensional ETF Trust | 177.8K | $7.5M | $7.2M | 4.87% | +3.5K | 2026-06-30 |
| 8 | DUHP | Dimensional ETF Trust | 176.0K | $7.3M | $7.5M | 5.03% | +7.4K | 2026-06-30 |
| 9 | VXF | Vanguard Index Fds | 19.7K | $4.9M | $4.5M | 3.06% | +234 | 2026-06-30 |
| 10 | AAPL | Apple Inc | 9.4K | $2.7M | $3.2M | 2.18% | -225 | 2026-06-30 |
| 11 | SPEM | Spdr Index Shs Fds | 48.4K | $2.5M | $2.4M | 1.61% | +1.6K | 2026-06-30 |
| 12 | DFGX | Dimensional ETF Trust | 42.6K | $2.3M | $2.2M | 1.48% | +643 | 2026-06-30 |
| 13 | VTI | Vanguard Index Fds | 4.4K | $1.6M | $1.7M | 1.11% | -18 | 2026-06-30 |
| 14 | IUSB | iShares TR | 34.2K | $1.6M | $1.5M | 1.03% | +1.0K | 2026-06-30 |
| 15 | VT | Vanguard Intl Equity Index F | 6.3K | $985K | $983K | 0.66% | +48 | 2026-06-30 |
| 16 | DFGP | Dimensional ETF Trust | 17.4K | $946K | $911K | 0.61% | +223 | 2026-06-30 |
| 17 | SPY | State Str Spdr S&P 500 ETF T | 1.2K | $921K | $944K | 0.64% | +12 | 2026-06-30 |
| 18 | IAGG | iShares TR | 17.6K | $892K | $871K | 0.59% | +467 | 2026-06-30 |
| 19 | AGG | iShares TR | 9.0K | $889K | $863K | 0.58% | +176 | 2026-06-30 |
| 20 | QQQ | Invesco Qqq TR | 1.1K | $773K | $748K | 0.50% | -- | 2026-06-30 |
| 21 | EFA | iShares TR | 6.8K | $706K | $699K | 0.47% | +155 | 2026-06-30 |
| 22 | MUST | Columbia ETF TR I | 25.9K | $538K | $512K | 0.34% | -- | 2026-06-30 |
| 23 | VGT | Vanguard World FD | 3.7K | $440K | $445K | 0.30% | +3.2K | 2026-06-30 |
| 24 | AOR | iShares TR | 5.8K | $406K | $399K | 0.27% | -- | 2026-06-30 |
| 25 | SUSL | iShares TR | 2.5K | $338K | $348K | 0.23% | -- | 2026-06-30 |
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