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Vested Financial Planning

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

Central Index Key (CIK): 0002044679

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

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Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	36.0	$38M	1.1M	34.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	15.0	$16M	636k	24.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.2	$12M	22k	538.80	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	8.5	$8.9M	187k	47.77	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	6.3	$6.7M	162k	41.27	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.2	$4.4M	130k	34.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.0	$4.3M	85k	50.13	View chart
Apple (AAPL)	2.6	$2.8M	11k	250.42	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.5	$2.6M	14k	189.98	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	2.1	$2.3M	43k	52.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.4	$1.5M	38k	38.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$873k	3.0k	289.84	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$825k	18k	45.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$601k	6.2k	96.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$561k	957.00	586.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$537k	1.1k	511.23	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.5	$533k	5.2k	103.05	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$509k	10k	49.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$376k	5.0k	75.61	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$374k	3.2k	117.48	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.3	$287k	5.7k	50.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$287k	461.00	621.80	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$267k	3.5k	76.14	View chart
Airbnb Com Cl A (ABNB)	0.2	$262k	2.0k	131.41	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$228k	8.9k	25.54	View chart

Past Filings by Vested Financial Planning

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

Vested Financial Planning 2024 Q4 filed Jan. 29, 2025

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