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Frisco Financial Planning

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

Top 5 stock holdings are VB, VTEB, VEA, SCHX, VCIT, and represent 52.58% of Frisco Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VTEB, VTIP, SPY, VCIT, SCHA, MUB, SCHH, VB, IJR, SCHX.
Started 4 new stock positions in TIP, VDE, SUB, IYR.
Reduced shares in these 6 stocks: AGG, BNDX, VEA, iShares Gold Trust, SCHF, VNQ.
Sold out of its position in iShares Gold Trust.
Frisco Financial Planning was a net buyer of stock by $1.9M.
Frisco Financial Planning has $121M in assets under management (AUM), dropping by 1.32%.
Central Index Key (CIK): 0002133972

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Portfolio Holdings for Frisco Financial Planning

Frisco Financial Planning holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Small-Cap ETF Exchange Traded Fund (VB)	11.8	$14M		55k	261.92	View chart
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)	11.4	$14M	+50%	277k	49.89	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	11.0	$13M		208k	64.08	View chart
Schwab US Large-Cap ETF Exchange Traded Fund (SCHX)	9.4	$11M		443k	25.64	View chart
Vanguard Interm-Term Corp Bd ETF Exchange Traded Fund (VCIT)	9.0	$11M	+2%	132k	82.75	View chart
Vanguard Short-Term Infl-Prot Secs ETF Exchange Traded Fund (VTIP)	8.9	$11M	+7%	216k	49.95	View chart
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)	7.5	$9.1M	-24%	91k	99.27	View chart
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	7.3	$8.9M	+4%	14k	650.34	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	5.0	$6.0M		86k	69.75	View chart
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX)	4.4	$5.3M	-25%	111k	48.05	View chart
Schwab US REIT ETF Exchange Traded Fund (SCHH)	3.9	$4.8M	+3%	222k	21.49	View chart
Schwab US Small-Cap ETF Exchange Traded Fund (SCHA)	3.3	$4.0M	+6%	136k	29.08	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	2.8	$3.4M		38k	88.70	View chart
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM)	1.6	$2.0M		26k	76.54	View chart
Schwab International Equity ETF Exchange Traded Fund (SCHF)	1.2	$1.4M	-2%	56k	24.75	View chart
iShares National Muni Bond ETF Exchange Traded Fund (MUB)	0.5	$586k	+54%	5.5k	106.15	View chart
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)	0.3	$354k	+25%	2.8k	124.30	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	0.2	$303k		944.00	320.82	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	0.1	$156k		262.00	597.05	View chart
Tesla Motors Stock (TSLA)	0.1	$150k		404.00	371.75	View chart
Vanguard FTSE All-Wld ex-US ETF Exchange Traded Fund (VEU)	0.1	$107k		1.4k	75.08	View chart
Berkshire Hathaway Class B Stock (BRK.B)	0.1	$63k		132.00	479.20	View chart
iShares Core Aggressive Allocation ETF Exchange Traded Fund (AOA)	0.0	$59k		670.00	88.44	View chart
Microsoft Corporation Stock (MSFT)	0.0	$49k		132.00	370.17	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	0.0	$35k		645.00	54.09	View chart
Vanguard Energy ETF Exchange Traded Fund (VDE)	0.0	$26k	NEW	150.00	173.04	View chart
iShares TIPS Bond ETF Exchange Traded Fund (TIP)	0.0	$23k	NEW	210.00	110.36	View chart
iShares Short-Term National Muni Bd ETF Exchange Traded Fund (SUB)	0.0	$22k	NEW	210.00	106.50	View chart
iShares US Real Estate ETF Exchange Traded Fund (IYR)	0.0	$17k	NEW	174.00	94.56	View chart

Past Filings by Frisco Financial Planning

SEC 13F filings are viewable for Frisco Financial Planning going back to 2026

Frisco Financial Planning 2024 Q4 filed May 12, 2026
Frisco Financial Planning 2025 Q1 filed May 12, 2026
Frisco Financial Planning 2025 Q2 filed May 12, 2026
Frisco Financial Planning 2025 Q3 filed May 12, 2026
Frisco Financial Planning 2025 Q4 filed May 12, 2026
Frisco Financial Planning 2026 Q1 filed May 12, 2026

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