United Financial Planning Group LLC
468 holdingsFiling period: 2026-06-30Current AUM: $197.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE INDEX | 161.6K | $35.3M | $36.1M | 18.26% | +6.7K | 2026-06-30 |
| 2 | VUG | VANGUARD GROWTH INDEX | 385.2K | $33.2M | $33.6M | 17.00% | +322.6K | 2026-06-30 |
| 3 | VEA | VANGUARD FTSE DEVELOPED | 450.6K | $32.1M | $32.3M | 16.33% | +14.9K | 2026-06-30 |
| 4 | IJH | ISHARES CORE S&P MID-CAP | 133.0K | $10.3M | $9.7M | 4.93% | +4.5K | 2026-06-30 |
| 5 | IJR | ISHARES CORE S&P | 60.2K | $8.9M | $8.4M | 4.27% | +1.3K | 2026-06-30 |
| 6 | IEMG | ISHARES CORE MSCI | 103.4K | $8.6M | $8.3M | 4.19% | +3.3K | 2026-06-30 |
| 7 | VNQ | VANGUARD REAL ESTATE | 71.1K | $6.9M | $6.7M | 3.39% | +2.2K | 2026-06-30 |
| 8 | BNDX | VANGUARD TOTAL | 127.4K | $6.2M | $6.0M | 3.02% | +8.5K | 2026-06-30 |
| 9 | BSV | VANGUARD SHORT-TERM BOND | 62.1K | $4.8M | $4.8M | 2.41% | +6.4K | 2026-06-30 |
| 10 | VO | VANGUARD MID-CAP INDEX | 51.8K | $4.2M | $4.1M | 2.10% | +38.7K | 2026-06-30 |
| 11 | ABBV | ABBVIE INC | 11.4K | $2.9M | $3.0M | 1.52% | -59 | 2026-06-30 |
| 12 | VTI | VANGUARD TOTAL STOCK | 7.1K | $2.6M | $2.6M | 1.34% | -108 | 2026-06-30 |
| 13 | IGSB | ISHARES 1-5 YEAR | 45.0K | $2.4M | $2.3M | 1.17% | +1.7K | 2026-06-30 |
| 14 | AAPL | APPLE INC | 7.6K | $2.2M | $2.5M | 1.28% | -294 | 2026-06-30 |
| 15 | VB | VANGUARD SMALL-CAP INDEX | 7.2K | $2.2M | $2.1M | 1.07% | -211 | 2026-06-30 |
| 16 | IDEV | ISHARES CORE MSCI | 23.4K | $2.1M | $2.1M | 1.07% | +301 | 2026-06-30 |
| 17 | VXUS | VANGUARD TOTAL | 20.4K | $1.7M | $1.7M | 0.89% | +1 | 2026-06-30 |
| 18 | VWO | VANGUARD FTSE EMERGING | 27.8K | $1.7M | $1.6M | 0.83% | -510 | 2026-06-30 |
| 19 | BIV | VANGUARD | 19.8K | $1.5M | $1.5M | 0.74% | +4.9K | 2026-06-30 |
| 20 | GLD | SPDR GOLD SHARES | 4.0K | $1.5M | $1.6M | 0.81% | +127 | 2026-06-30 |
| 21 | NVDA | NVIDIA CORP | 5.8K | $1.2M | $1.2M | 0.62% | -- | 2026-06-30 |
| 22 | SLV | ISHARES SILVER TRUST | 20.6K | $1.1M | $1.2M | 0.60% | +503 | 2026-06-30 |
| 23 | WMT | WALMART INC | 9.4K | $1.1M | $1.0M | 0.51% | -- | 2026-06-30 |
| 24 | SPY | STATE STREET SPDR S&P | 1.3K | $993K | $1.0M | 0.51% | +1 | 2026-06-30 |
| 25 | VOO | VANGUARD S&P 500 ETF | 1.4K | $964K | $977K | 0.49% | +2 | 2026-06-30 |
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