Vilga Financial Planning LLC
94 holdingsFiling period: 2026-06-30Current AUM: $126.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Tax-Managed Fds | 332.0K | $23.7M | $22.5M | 17.80% | +14.6K | 2026-06-30 |
| 2 | SCHP | Schwab Strategic TR | 258.7K | $6.9M | $6.6M | 5.23% | +33.3K | 2026-06-30 |
| 3 | VWO | Vanguard Intl Equity Index F | 95.8K | $5.7M | $5.3M | 4.18% | -6,942 | 2026-06-30 |
| 4 | IJH | iShares TR | 72.6K | $5.6M | $5.2M | 4.13% | -520 | 2026-06-30 |
| 5 | XLK | Select Sector Spdr TR | 25.6K | $4.9M | $4.2M | 3.33% | -273 | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation | 23.5K | $4.7M | $4.4M | 3.46% | +85 | 2026-06-30 |
| 7 | ICSH | iShares TR | 87.6K | $4.4M | $4.4M | 3.48% | +8.7K | 2026-06-30 |
| 8 | IEFA | iShares TR | 45.3K | $4.4M | $4.3M | 3.39% | +1.3K | 2026-06-30 |
| 9 | AAPL | Apple Inc | 13.2K | $3.8M | $4.5M | 3.58% | +140 | 2026-06-30 |
| 10 | VTWO | Vanguard Scottsdale Fds | 28.0K | $3.4M | $3.1M | 2.45% | -815 | 2026-06-30 |
| 11 | VXUS | Vanguard Star Fds | 39.6K | $3.4M | $3.2M | 2.53% | -132 | 2026-06-30 |
| 12 | IEMG | iShares Inc | 38.2K | $3.2M | $2.8M | 2.18% | +1.2K | 2026-06-30 |
| 13 | VTV | Vanguard Index Fds | 13.5K | $2.9M | $3.0M | 2.38% | -- | 2026-06-30 |
| 14 | AMZN | Amazon.com Inc | 9.4K | $2.2M | $2.4M | 1.92% | +202 | 2026-06-30 |
| 15 | VO | Vanguard Index Fds | 26.3K | $2.1M | $2.1M | 1.65% | +19.7K | 2026-06-30 |
| 16 | GOOGL | Alphabet Inc | 5.9K | $2.1M | $1.7M | 1.32% | +47 | 2026-06-30 |
| 17 | MU | Micron Technology Inc | 1.8K | $2.1M | $1.2M | 0.98% | +1.0K | 2026-06-30 |
| 18 | VOO | Vanguard Index Fds | 2.9K | $2.0M | $2.0M | 1.56% | -169 | 2026-06-30 |
| 19 | VTI | Vanguard Index Fds | 5.0K | $1.9M | $1.8M | 1.44% | +54 | 2026-06-30 |
| 20 | MSFT | Microsoft Corp | 5.0K | $1.9M | $2.6M | 2.09% | -250 | 2026-06-30 |
| 21 | XLI | Select Sector Spdr TR | 7.8K | $1.5M | $1.3M | 1.01% | +188 | 2026-06-30 |
| 22 | VB | Vanguard Index Fds | 4.8K | $1.4M | $1.4M | 1.07% | -- | 2026-06-30 |
| 23 | GOOG | Alphabet Inc | 3.8K | $1.3M | $1.1M | 0.85% | +38 | 2026-06-30 |
| 24 | IJR | iShares TR | 8.7K | $1.3M | $1.2M | 0.95% | -- | 2026-06-30 |
| 25 | TSM | Taiwan Semiconductor Manufac | 2.6K | $1.3M | $983K | 0.78% | +400 | 2026-06-30 |
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