Vested Financial Planning, LLC
27 holdingsFiling period: 2026-03-31Current AUM: $143.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 980.9K | $38.1M | $43.6M | 30.32% | -1,474 | 2026-03-31 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 550.6K | $18.7M | $20.1M | 13.96% | -3,825 | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 27.7K | $16.6M | $19.0M | 13.22% | +1.7K | 2026-03-31 |
| 4 | DFNM | DIMENSIONAL ETF TRUST | 202.6K | $9.7M | $9.7M | 6.71% | -1,701 | 2026-03-31 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 174.4K | $7.4M | $7.2M | 5.03% | +3.7K | 2026-03-31 |
| 6 | SPDW | SPDR INDEX SHS FDS | 150.1K | $6.9M | $7.5M | 5.22% | +12.4K | 2026-03-31 |
| 7 | VTEB | VANGUARD MUN BD FDS | 134.6K | $6.7M | $6.7M | 4.64% | +24.6K | 2026-03-31 |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 168.6K | $6.2M | $6.9M | 4.82% | +618 | 2026-03-31 |
| 9 | VXF | VANGUARD INDEX FDS | 19.5K | $4.0M | $4.6M | 3.20% | +1.7K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 9.7K | $2.4M | $3.0M | 2.07% | -- | 2026-03-31 |
| 11 | DFGX | DIMENSIONAL ETF TRUST | 42.0K | $2.2M | $2.2M | 1.52% | +1.6K | 2026-03-31 |
| 12 | SPEM | SPDR INDEX SHS FDS | 46.8K | $2.2M | $2.4M | 1.66% | +4.1K | 2026-03-31 |
| 13 | IUSB | ISHARES TR | 33.2K | $1.5M | $1.5M | 1.05% | +5.6K | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 4.4K | $1.4M | $1.6M | 1.13% | -- | 2026-03-31 |
| 15 | DFGP | DIMENSIONAL ETF TRUST | 17.2K | $926K | $913K | 0.63% | +624 | 2026-03-31 |
| 16 | AGG | ISHARES TR | 8.8K | $874K | $857K | 0.60% | +155 | 2026-03-31 |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | 6.2K | $861K | $970K | 0.67% | +81 | 2026-03-31 |
| 18 | IAGG | ISHARES TR | 17.2K | $858K | $853K | 0.59% | +3.1K | 2026-03-31 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | 1.2K | $795K | $913K | 0.63% | +14 | 2026-03-31 |
| 20 | EFA | ISHARES TR | 6.7K | $645K | $701K | 0.49% | +60 | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TR | 1.1K | $606K | $722K | 0.50% | -- | 2026-03-31 |
| 22 | VGT | VANGUARD WORLD FD | 461 | $321K | $416K | 0.29% | -- | 2026-03-31 |
| 23 | SUSL | ISHARES TR | 2.5K | $289K | $338K | 0.23% | -1,470 | 2026-03-31 |
| 24 | DFGR | DIMENSIONAL ETF TRUST | 10.3K | $274K | $307K | 0.21% | +975 | 2026-03-31 |
| 25 | AOA | ISHARES TR | 3.1K | $273K | $298K | 0.21% | +188 | 2026-03-31 |
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