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 69.67% of Vested Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: VOO, DFNM, VTEB, SPDW, IUSB, DFCF, DFAC, VXF, IAGG, VTI.
  • Reduced shares in these 3 stocks: DUHP, DFGR, AAPL.
  • Vested Financial Planning was a net buyer of stock by $4.2M.
  • Vested Financial Planning has $130M in assets under management (AUM), dropping by 5.33%.
  • Central Index Key (CIK): 0002044679

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 30 positions in its portfolio as reported in the December 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) 29.9 $39M 982k 39.59
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 14.0 $18M 554k 32.73
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.6 $16M +5% 26k 627.12
 View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.6 $9.8M +5% 204k 48.17
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $7.3M +4% 171k 42.56
 View chart
Dimensional Etf Trust Us High Profitab (DUHP) 4.9 $6.4M 168k 38.03
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.7 $6.1M +6% 138k 44.41
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.3 $5.5M +7% 110k 50.29
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $3.7M +6% 18k 209.12
 View chart
Apple (AAPL) 2.0 $2.6M 9.7k 271.86
 View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX) 1.6 $2.1M +4% 40k 52.63
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.5 $2.0M +6% 43k 46.81
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.5M +15% 4.4k 335.29
 View chart
Ishares Tr Core Univrsl Usd (IUSB) 1.0 $1.3M +42% 28k 46.54
 View chart
Dimensional Etf Trust Global Core Plus (DFGP) 0.7 $894k +5% 17k 54.07
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $868k 6.2k 141.05
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $864k +3% 8.7k 99.87
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $824k +2% 1.2k 681.79
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.5 $702k +42% 14k 50.01
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $645k 1.1k 614.31
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.5 $633k +3% 6.6k 96.03
 View chart
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $487k 4.0k 121.28
 View chart
Roblox Corp Cl A (RBLX) 0.3 $361k +28% 4.5k 81.03
 View chart
Vanguard World Inf Tech Etf (VGT) 0.3 $348k 461.00 753.78
 View chart
Airbnb Com Cl A (ABNB) 0.2 $291k +15% 2.1k 135.72
 View chart
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $260k 2.9k 89.56
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $260k 2.7k 95.09
 View chart
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $247k -5% 9.3k 26.42
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $211k 3.4k 62.47
 View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $210k 4.2k 50.38
 View chart

Past Filings by Vested Financial Planning

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