Partners in Financial Planning
123 holdingsFiling period: 2026-03-31Current AUM: $647.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 1.05M | $77.1M | $75.6M | 11.67% | +62.3K | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 307.2K | $60.3M | $67.6M | 10.43% | +2.3K | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 136.3K | $59.6M | $69.7M | 10.76% | +2.3K | 2026-03-31 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 1.24M | $59.4M | $59.1M | 9.12% | +73.1K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 789.5K | $50.6M | $55.8M | 8.61% | +12.0K | 2026-03-31 |
| 6 | BSV | VANGUARD BD INDEX FDS | 477.4K | $37.4M | $37.0M | 5.72% | +11.9K | 2026-03-31 |
| 7 | VBR | VANGUARD INDEX FDS | 101.9K | $22.1M | $24.9M | 3.85% | +280 | 2026-03-31 |
| 8 | VBK | VANGUARD INDEX FDS | 66.8K | $20.2M | $22.8M | 3.51% | +789 | 2026-03-31 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 305.9K | $16.5M | $18.0M | 2.77% | -1,402 | 2026-03-31 |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 105.7K | $15.4M | $15.9M | 2.46% | -928 | 2026-03-31 |
| 11 | VNQ | VANGUARD INDEX FDS | 157.5K | $14.0M | $15.6M | 2.41% | +1.8K | 2026-03-31 |
| 12 | SPDW | SPDR INDEX SHS FDS | 290.0K | $13.2M | $14.5M | 2.24% | -431 | 2026-03-31 |
| 13 | VTEB | VANGUARD MUN BD FDS | 236.6K | $11.8M | $11.7M | 1.81% | +6.4K | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 35.1K | $11.3M | $12.9M | 2.00% | -434 | 2026-03-31 |
| 15 | SUB | ISHARES TR | 102.2K | $10.9M | $10.8M | 1.67% | +2.0K | 2026-03-31 |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | 97.4K | $8.1M | $7.9M | 1.22% | +3.5K | 2026-03-31 |
| 17 | MUB | ISHARES TR | 64.3K | $6.8M | $6.8M | 1.05% | +8.5K | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 10.9K | $6.5M | $7.5M | 1.16% | +344 | 2026-03-31 |
| 19 | SPYG | SPDR SER TR | 42.8K | $4.2M | $5.0M | 0.77% | -102 | 2026-03-31 |
| 20 | VO | VANGUARD INDEX FDS | 14.1K | $4.0M | $4.6M | 0.70% | -82 | 2026-03-31 |
| 21 | SPYV | SPDR SER TR | 70.2K | $4.0M | $4.4M | 0.67% | +193 | 2026-03-31 |
| 22 | SCZ | ISHARES TR | 49.9K | $3.9M | $4.2M | 0.65% | -537 | 2026-03-31 |
| 23 | SPEM | SPDR INDEX SHS FDS | 71.3K | $3.3M | $3.6M | 0.56% | +2.9K | 2026-03-31 |
| 24 | VXF | VANGUARD INDEX FDS | 16.0K | $3.3M | $3.8M | 0.58% | +56 | 2026-03-31 |
| 25 | IAGG | ISHARES TR | 62.0K | $3.1M | $3.1M | 0.48% | +2.6K | 2026-03-31 |
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