United Financial Planning Group LLC
464 holdingsFiling period: 2026-03-31Current AUM: $187.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE INDEX | 154.9K | $30.4M | $34.1M | 18.20% | -269 | 2026-03-31 |
| 2 | VEA | VANGUARD FTSE DEVELOPED | 435.8K | $27.9M | $30.8M | 16.44% | +17.8K | 2026-03-31 |
| 3 | VUG | VANGUARD GROWTH INDEX | 62.6K | $27.4M | $32.0M | 17.10% | +4.5K | 2026-03-31 |
| 4 | IJH | ISHARES CORE S&P MID-CAP | 128.5K | $8.7M | $9.7M | 5.17% | +1.8K | 2026-03-31 |
| 5 | IJR | ISHARES CORE S&P | 58.9K | $7.3M | $8.6M | 4.58% | +2.2K | 2026-03-31 |
| 6 | IEMG | ISHARES CORE MSCI | 100.1K | $7.0M | $7.8M | 4.15% | -738 | 2026-03-31 |
| 7 | VNQ | VANGUARD REAL ESTATE | 68.9K | $6.1M | $6.8M | 3.64% | +6.8K | 2026-03-31 |
| 8 | BNDX | VANGUARD TOTAL INT BOND | 118.8K | $5.7M | $5.7M | 3.03% | +17.3K | 2026-03-31 |
| 9 | BSV | VANGUARD SHORT-TERM BOND | 55.7K | $4.4M | $4.3M | 2.31% | +7.3K | 2026-03-31 |
| 10 | VO | VANGUARD MID-CAP INDEX | 13.1K | $3.8M | $4.2M | 2.26% | -223 | 2026-03-31 |
| 11 | ABBV | ABBVIE INC | 11.5K | $2.5M | $2.9M | 1.54% | +10.4K | 2026-03-31 |
| 12 | VTI | VANGUARD TOTAL STOCK | 7.2K | $2.3M | $2.6M | 1.41% | +453 | 2026-03-31 |
| 13 | IGSB | ISHARES 1-5 YEAR | 43.3K | $2.3M | $2.3M | 1.20% | +1.1K | 2026-03-31 |
| 14 | AAPL | APPLE INC | 7.9K | $2.0M | $2.4M | 1.31% | +98 | 2026-03-31 |
| 15 | VB | VANGUARD SMALL-CAP INDEX | 7.5K | $2.0M | $2.2M | 1.17% | -303 | 2026-03-31 |
| 16 | IDEV | ISHARES CORE MSCI | 23.1K | $1.9M | $2.1M | 1.11% | -829 | 2026-03-31 |
| 17 | GLD | SPDR GOLD SHARES | 3.9K | $1.7M | $1.5M | 0.78% | +1.2K | 2026-03-31 |
| 18 | VXUS | VANGUARD TOTAL INT STOCK | 20.4K | $1.6M | $1.7M | 0.92% | -6,714 | 2026-03-31 |
| 19 | VWO | VANGUARD FTSE EMERGING | 28.3K | $1.5M | $1.7M | 0.89% | -1,397 | 2026-03-31 |
| 20 | SLV | ISHARES SILVER TRUST | 20.1K | $1.4M | $1.1M | 0.56% | +3.9K | 2026-03-31 |
| 21 | WMT | WALMART INC | 9.4K | $1.2M | $1.0M | 0.56% | +144 | 2026-03-31 |
| 22 | BIV | VANGUARD INT TERM BOND | 14.9K | $1.2M | $1.1M | 0.60% | +268 | 2026-03-31 |
| 23 | NVDA | NVIDIA CORP | 5.8K | $1.0M | $1.2M | 0.62% | +753 | 2026-03-31 |
| 24 | ED | CONSOLIDATED EDISON INC | 8.1K | $918K | $883K | 0.47% | +34 | 2026-03-31 |
| 25 | SPY | STATE STREET SPDR S&P | 1.3K | $865K | $994K | 0.53% | -362 | 2026-03-31 |
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