Vilga Financial Planning LLC
84 holdingsFiling period: 2026-03-31Current AUM: $125.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 317.4K | $20.3M | $22.4M | 17.90% | +18.0K | 2026-03-31 |
| 2 | SCHP | SCHWAB STRATEGIC TR | 225.3K | $6.0M | $5.9M | 4.69% | +147.8K | 2026-03-31 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 102.8K | $5.6M | $6.0M | 4.82% | +7.8K | 2026-03-31 |
| 4 | IJH | ISHARES TR | 73.1K | $4.9M | $5.5M | 4.39% | +9.8K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 23.4K | $4.1M | $4.7M | 3.75% | -- | 2026-03-31 |
| 6 | ICSH | ISHARES TR | 78.9K | $4.0M | $4.0M | 3.19% | +23.7K | 2026-03-31 |
| 7 | IEFA | ISHARES TR | 44.0K | $4.0M | $4.3M | 3.45% | -27 | 2026-03-31 |
| 8 | XLK | SELECT SECTOR SPDR TR | 25.9K | $3.4M | $4.5M | 3.63% | -2 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 13.1K | $3.3M | $4.0M | 3.23% | -- | 2026-03-31 |
| 10 | VXUS | VANGUARD STAR FDS | 39.7K | $3.1M | $3.4M | 2.68% | -- | 2026-03-31 |
| 11 | VTWO | VANGUARD SCOTTSDALE FDS | 28.9K | $2.9M | $3.4M | 2.71% | -812 | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 13.5K | $2.7M | $3.0M | 2.38% | -- | 2026-03-31 |
| 13 | IEMG | ISHARES INC | 37.0K | $2.6M | $2.9M | 2.29% | -277 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 5.2K | $1.9M | $2.4M | 1.94% | -300 | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 9.2K | $1.9M | $2.5M | 1.99% | -19 | 2026-03-31 |
| 16 | VO | VANGUARD INDEX FDS | 6.6K | $1.9M | $2.2M | 1.72% | -- | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 3.1K | $1.8M | $2.1M | 1.69% | +290 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 5.8K | $1.7M | $2.1M | 1.65% | -- | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 5.0K | $1.6M | $1.8M | 1.47% | +19 | 2026-03-31 |
| 20 | XLC | SELECT SECTOR SPDR TR | 11.3K | $1.3M | $1.2M | 0.98% | +261 | 2026-03-31 |
| 21 | VB | VANGUARD INDEX FDS | 4.8K | $1.2M | $1.4M | 1.12% | -- | 2026-03-31 |
| 22 | XLI | SELECT SECTOR SPDR TR | 7.7K | $1.2M | $1.4M | 1.10% | -38 | 2026-03-31 |
| 23 | IJR | ISHARES TR | 8.7K | $1.1M | $1.3M | 1.01% | -- | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.2K | $1.1M | $1.1M | 0.86% | -- | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 3.7K | $1.1M | $1.3M | 1.07% | -- | 2026-03-31 |
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