Financial Planning Hawaii, Inc.
135 holdingsFiling period: 2026-06-30Current AUM: $193.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 62.6K | $18.1M | $20.8M | 10.72% | +154 | 2026-06-30 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 45.6K | $10.8M | $10.8M | 5.59% | +650 | 2026-06-30 |
| 3 | VTI | VANGUARD INDEX FDS | 27.7K | $10.2M | $10.3M | 5.32% | +731 | 2026-06-30 |
| 4 | VOO | VANGUARD INDEX FDS | 12.8K | $8.8M | $8.9M | 4.59% | +262 | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 20.6K | $7.7M | $10.2M | 5.29% | +496 | 2026-06-30 |
| 6 | GOOG | ALPHABET INC | 11.2K | $4.0M | $3.8M | 1.97% | +219 | 2026-06-30 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 18.5K | $3.9M | $3.9M | 2.04% | -273 | 2026-06-30 |
| 8 | GOOGL | ALPHABET INC | 10.7K | $3.8M | $3.7M | 1.91% | -72 | 2026-06-30 |
| 9 | SDY | SPDR SERIES TRUST | 24.6K | $3.7M | $3.8M | 1.95% | -263 | 2026-06-30 |
| 10 | VO | VANGUARD INDEX FDS | 45.5K | $3.7M | $3.6M | 1.88% | +33.5K | 2026-06-30 |
| 11 | VXUS | VANGUARD STAR FDS | 40.7K | $3.5M | $3.5M | 1.80% | +361 | 2026-06-30 |
| 12 | CSCO | CISCO SYS INC | 29.5K | $3.5M | $3.2M | 1.67% | +766 | 2026-06-30 |
| 13 | XLU | SELECT SECTOR SPDR TR | 68.2K | $3.1M | $2.8M | 1.45% | -- | 2026-06-30 |
| 14 | VYM | VANGUARD WHITEHALL FDS | 19.5K | $3.1M | $3.1M | 1.62% | -236 | 2026-06-30 |
| 15 | ABBV | ABBVIE INC | 11.9K | $3.0M | $3.1M | 1.62% | -267 | 2026-06-30 |
| 16 | JNJ | JOHNSON & JOHNSON | 11.3K | $2.9M | $3.0M | 1.56% | +31 | 2026-06-30 |
| 17 | AMZN | AMAZON COM INC | 11.2K | $2.7M | $2.8M | 1.44% | -947 | 2026-06-30 |
| 18 | GLDM | WORLD GOLD TR | 33.3K | $2.6M | $2.8M | 1.46% | -- | 2026-06-30 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | 35.8K | $2.5M | $2.6M | 1.32% | +1.5K | 2026-06-30 |
| 20 | VB | VANGUARD INDEX FDS | 8.0K | $2.4M | $2.3M | 1.20% | +2 | 2026-06-30 |
| 21 | SGOV | ISHARES TR | 23.8K | $2.4M | $2.4M | 1.24% | -274 | 2026-06-30 |
| 22 | AMGN | AMGEN INC | 6.4K | $2.3M | $2.4M | 1.24% | +235 | 2026-06-30 |
| 23 | NVDA | NVIDIA CORPORATION | 11.2K | $2.2M | $2.4M | 1.23% | -681 | 2026-06-30 |
| 24 | QQQ | INVESCO QQQ TR | 2.9K | $2.1M | $2.0M | 1.04% | +372 | 2026-06-30 |
| 25 | IJR | ISHARES TR | 14.1K | $2.1M | $2.0M | 1.02% | -50 | 2026-06-30 |
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