Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wrenne Financial Planning

Latest statistics and disclosures from Wrenne Financial Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002023054

Tip: Access up to 7 years of quarterly data

Positions held by Wrenne Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Wrenne Financial Planning

Wrenne Financial Planning holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	22.3	$30M	116k	259.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	14.0	$19M	324k	58.65	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	8.7	$12M	143k	82.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	6.9	$9.4M	109k	86.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.7	$9.1M	125k	72.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.3	$7.2M	119k	60.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.2	$5.7M	158k	35.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.2	$5.6M	135k	41.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.8	$5.1M	84k	61.05	View chart
Ishares Tr National Mun Etf (MUB)	3.7	$5.0M	46k	107.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.6	$4.9M	25k	191.88	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.6	$3.6M	98k	36.19	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.8	$2.5M	49k	50.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.8	$2.4M	48k	50.60	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.7	$2.3M	31k	73.15	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.6	$2.2M	8.4k	260.73	View chart
Apple (AAPL)	1.6	$2.2M	13k	171.48	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.2	$1.6M	25k	64.15	View chart
Microsoft Corporation (MSFT)	0.8	$1.1M	2.6k	420.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$881k	23k	39.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$804k	16k	50.17	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.5	$641k	32k	20.30	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$497k	20k	25.28	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$365k	4.2k	87.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$293k	609.00	480.70	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$288k	1.2k	250.04	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$287k	5.3k	53.80	View chart
Amazon (AMZN)	0.2	$256k	1.4k	180.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$228k	1.5k	152.26	View chart

Past Filings by Wrenne Financial Planning

SEC 13F filings are viewable for Wrenne Financial Planning going back to 2024

Wrenne Financial Planning 2024 Q1 filed May 13, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z