Frisco Financial Planning

Frisco Financial Planning as of Dec. 31, 2024

Portfolio Holdings for Frisco Financial Planning

Frisco Financial Planning holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Interm-Term Corp Bd ETF Exchange Traded Fund (VCIT) 17.1 $17M 215k 80.27
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB) 14.0 $14M 282k 50.13
Vanguard Small-Cap ETF Exchange Traded Fund (VB) 12.6 $13M 53k 240.28
Schwab US Large-Cap ETF Exchange Traded Fund (SCHX) 10.8 $11M 472k 23.18
Vanguard Short-Term Infl-Prot Secs ETF Exchange Traded Fund (VTIP) 10.4 $11M 217k 48.42
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA) 9.7 $9.8M 205k 47.82
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY) 7.7 $7.8M 13k 586.08
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG) 4.3 $4.3M 83k 52.22
Schwab US REIT ETF Exchange Traded Fund (SCHH) 3.7 $3.7M 177k 21.06
Vanguard Real Estate ETF Exchange Traded Fund (VNQ) 3.1 $3.1M 35k 89.08
Schwab US Small-Cap ETF Exchange Traded Fund (SCHA) 2.8 $2.8M 109k 25.86
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM) 2.0 $2.0M 29k 68.94
Schwab International Equity ETF Exchange Traded Fund (SCHF) 1.1 $1.1M 62k 18.50
iShares National Muni Bond ETF Exchange Traded Fund (MUB) 0.4 $448k 4.2k 106.55
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI) 0.2 $202k 697.00 289.83
Vanguard S&P 500 ETF Exchange Traded Fund (VOO) 0.1 $127k 235.00 538.66
iShares Core Aggressive Allocation ETF Exchange Traded Fund (AOA) 0.0 $50k 654.00 76.67
Vanguard FTSE All-Wld ex-US ETF Exchange Traded Fund (VEU) 0.0 $45k 784.00 57.38