Financial Planning Hawaii, Inc.
124 holdingsFiling period: 2026-03-31Current AUM: $189.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 62.5K | $15.9M | $19.3M | 10.18% | -1,560 | 2026-03-31 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 45.0K | $9.7M | $10.8M | 5.67% | +380 | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 26.9K | $8.6M | $9.9M | 5.23% | +458 | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 12.5K | $7.5M | $8.6M | 4.53% | -266 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 20.1K | $7.4M | $9.4M | 4.93% | -455 | 2026-03-31 |
| 6 | SDY | SPDR SERIES TRUST | 24.9K | $3.6M | $3.9M | 2.03% | -207 | 2026-03-31 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 18.7K | $3.6M | $4.0M | 2.12% | -862 | 2026-03-31 |
| 8 | VO | VANGUARD INDEX FDS | 12.1K | $3.5M | $3.9M | 2.06% | +310 | 2026-03-31 |
| 9 | GOOG | ALPHABET INC | 11.0K | $3.1M | $3.9M | 2.07% | +4 | 2026-03-31 |
| 10 | XLU | SELECT SECTOR SPDR TR | 68.2K | $3.1M | $3.0M | 1.59% | -200 | 2026-03-31 |
| 11 | VXUS | VANGUARD STAR FDS | 40.4K | $3.1M | $3.4M | 1.80% | +1.5K | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 10.8K | $3.1M | $3.8M | 2.03% | +39 | 2026-03-31 |
| 13 | GLDM | WORLD GOLD TR | 33.3K | $3.1M | $2.7M | 1.41% | +270 | 2026-03-31 |
| 14 | VYM | VANGUARD WHITEHALL FDS | 19.7K | $2.9M | $3.2M | 1.68% | +11 | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 11.3K | $2.8M | $2.9M | 1.52% | -- | 2026-03-31 |
| 16 | CVX | CHEVRON CORPORATION | 13.0K | $2.7M | $2.6M | 1.35% | +2 | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 12.2K | $2.6M | $3.1M | 1.61% | -500 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 12.2K | $2.5M | $3.3M | 1.74% | +6 | 2026-03-31 |
| 19 | LMT | LOCKHEED MARTIN CORP | 4.0K | $2.4M | $2.3M | 1.24% | -65 | 2026-03-31 |
| 20 | SGOV | ISHARES TR | 24.1K | $2.4M | $2.4M | 1.28% | +5.2K | 2026-03-31 |
| 21 | CSCO | CISCO SYS INC | 28.7K | $2.2M | $3.3M | 1.76% | -900 | 2026-03-31 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | 34.3K | $2.2M | $2.4M | 1.28% | +3.9K | 2026-03-31 |
| 23 | AMGN | AMGEN INC | 6.2K | $2.2M | $2.4M | 1.26% | -- | 2026-03-31 |
| 24 | VB | VANGUARD INDEX FDS | 8.0K | $2.1M | $2.4M | 1.24% | +351 | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION | 11.9K | $2.1M | $2.4M | 1.26% | +25 | 2026-03-31 |
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