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Townsend Financial Planning

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

Central Index Key (CIK): 0002110688

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

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Portfolio Holdings for Townsend Financial Planning

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

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	25.2	$26M	40k	653.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	11.9	$12M	124k	99.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	11.5	$12M	177k	67.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	7.0	$7.2M	58k	124.31	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	6.5	$6.8M	66k	102.25	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	6.2	$6.5M	133k	48.46	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.9	$6.1M	56k	108.99	View chart
Ishares Tr Core Msci Total (IXUS)	5.3	$5.5M	64k	86.64	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	4.5	$4.6M	171k	26.91	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	3.5	$3.6M	72k	50.49	View chart
Ishares Tr Tips Bd Etf (TIP)	2.1	$2.1M	19k	110.36	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.4	$1.5M	39k	37.20	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.1	$1.1M	9.8k	112.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$836k	8.1k	103.43	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.8	$784k	22k	35.96	View chart
Apple (AAPL)	0.7	$719k	2.8k	253.83	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.6	$655k	30k	22.21	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.6	$631k	13k	48.54	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.6	$590k	13k	46.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$522k	6.7k	78.41	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.5	$496k	13k	38.00	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.4	$464k	7.4k	62.83	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.4	$463k	19k	25.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$453k	3.2k	142.43	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$449k	5.8k	77.18	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$306k	2.3k	132.50	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$283k	3.9k	71.73	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$219k	4.6k	47.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$205k	2.3k	88.70	View chart

Past Filings by Townsend Financial Planning

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

Townsend Financial Planning 2026 Q1 filed April 29, 2026

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