Vested Financial Planning

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

  • Top 5 stock holdings are DFAC, DFAX, VOO, DFNM, DFCF, and represent 70.06% of Vested Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: DFAC, DFCF, RBLX, VT, DFNM, VTI, DFAX, VEA, AGG, DFGX.
  • Started 2 new stock positions in RBLX, VEA.
  • Reduced shares in these 5 stocks: AAPL, VOO, ABNB, VTEB, VXF.
  • Vested Financial Planning was a net buyer of stock by $3.8M.
  • Vested Financial Planning has $123M in assets under management (AUM), dropping by 9.67%.
  • Central Index Key (CIK): 0002044679

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Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 30.5 $38M 976k 38.57
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Dimensional Etf Trust World Ex Us Core (DFAX) 14.1 $17M 554k 31.38
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.2 $15M 25k 612.37
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.5 $9.3M +4% 194k 47.98
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Dimensional Etf Trust Core Fixed Incom (DFCF) 5.7 $7.0M +9% 164k 42.76
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Dimensional Etf Trust Us High Profitab (DUHP) 5.2 $6.4M 170k 37.77
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.5 $5.5M 129k 42.79
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.2 $5.1M 102k 50.07
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Vanguard Index Fds Extend Mkt Etf (VXF) 2.8 $3.5M 17k 209.34
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Apple (AAPL) 2.0 $2.5M -9% 9.7k 254.63
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 1.7 $2.1M +7% 39k 53.96
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.5 $1.9M 40k 46.81
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Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.3M +26% 3.8k 328.19
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Ishares Tr Core Total Usd (IUSB) 0.7 $903k +11% 19k 46.71
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Dimensional Etf Trust Global Core Plus (DFGP) 0.7 $872k +7% 16k 55.57
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Ishares Tr Core Us Aggbd Et (AGG) 0.7 $836k +29% 8.3k 100.25
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $834k +107% 6.1k 137.79
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $789k +20% 1.2k 665.96
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $630k 1.1k 600.37
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $593k +25% 6.3k 93.37
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Ishares Tr Core Intl Aggr (IAGG) 0.4 $505k +12% 9.9k 51.23
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Roblox Corp Cl A (RBLX) 0.4 $482k NEW 3.5k 138.52
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Ishares Tr Esg Msci Leadr (SUSL) 0.4 $470k +2% 4.0k 117.06
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Vanguard World Inf Tech Etf (VGT) 0.3 $344k 461.00 746.63
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Dimensional Etf Trust Global Real Est (DFGR) 0.2 $270k +16% 9.9k 27.31
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Ishares Tr Core 80/20 Aggre (AOA) 0.2 $254k +14% 2.9k 88.14
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $254k +2% 2.7k 92.98
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Airbnb Com Cl A (ABNB) 0.2 $225k -25% 1.9k 121.40
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J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $210k 4.2k 50.22
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $202k NEW 3.4k 59.92
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Past Filings by Vested Financial Planning

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