Frisco Financial Planning

Frisco Financial Planning as of March 31, 2025

Portfolio Holdings for Frisco Financial Planning

Frisco Financial Planning holds 20 positions in its portfolio as reported in the March 2025 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) 17.5 $18M 220k 81.76
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB) 14.3 $15M 297k 49.62
Vanguard Small-Cap ETF Exchange Traded Fund (VB) 11.5 $12M 53k 221.75
Vanguard Short-Term Infl-Prot Secs ETF Exchange Traded Fund (VTIP) 10.8 $11M 223k 49.90
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA) 10.6 $11M 215k 50.83
Schwab US Large-Cap ETF Exchange Traded Fund (SCHX) 10.2 $11M 479k 22.08
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY) 7.4 $7.6M 14k 559.40
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG) 4.5 $4.7M 87k 53.97
Schwab US REIT ETF Exchange Traded Fund (SCHH) 3.8 $3.9M 183k 21.51
Vanguard Real Estate ETF Exchange Traded Fund (VNQ) 3.2 $3.3M 37k 90.54
Schwab US Small-Cap ETF Exchange Traded Fund (SCHA) 2.7 $2.8M 118k 23.43
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM) 1.8 $1.8M 28k 65.76
Schwab International Equity ETF Exchange Traded Fund (SCHF) 1.1 $1.2M 60k 19.78
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR) 0.2 $195k 1.9k 104.55
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI) 0.2 $192k 698.00 274.85
Vanguard S&P 500 ETF Exchange Traded Fund (VOO) 0.1 $121k 236.00 513.42
iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV) 0.1 $57k 564.00 100.63
iShares Core Aggressive Allocation ETF Exchange Traded Fund (AOA) 0.0 $50k 654.00 76.56
Vanguard FTSE All-Wld ex-US ETF Exchange Traded Fund (VEU) 0.0 $48k 786.00 60.66
Vanguard Total Bond Market ETF Exchange Traded Fund (BND) 0.0 $147.000000 2.00 73.50