Frisco Financial Planning

Frisco Financial Planning as of Sept. 30, 2025

Portfolio Holdings for Frisco Financial Planning

Frisco Financial Planning holds 26 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
Vanguard Small-Cap ETF Exchange Traded Fund (VB) 11.8 $14M 54k 254.28
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA) 10.4 $12M 204k 59.92
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG) 10.3 $12M 120k 100.25
Schwab US Large-Cap ETF Exchange Traded Fund (SCHX) 9.9 $12M 442k 26.34
Vanguard Interm-Term Corp Bd ETF Exchange Traded Fund (VCIT) 9.1 $11M 127k 84.11
Vanguard Short-Term Infl-Prot Secs ETF Exchange Traded Fund (VTIP) 8.4 $9.9M 195k 50.63
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB) 7.9 $9.3M 186k 50.07
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY) 7.6 $8.9M 13k 666.17
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX) 6.1 $7.2M 145k 49.46
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG) 4.7 $5.5M 83k 65.92
Schwab US REIT ETF Exchange Traded Fund (SCHH) 3.7 $4.3M 200k 21.57
Vanguard Real Estate ETF Exchange Traded Fund (VNQ) 3.0 $3.5M 39k 91.42
Schwab US Small-Cap ETF Exchange Traded Fund (SCHA) 3.0 $3.5M 124k 27.90
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM) 1.8 $2.1M 27k 78.34
Schwab International Equity ETF Exchange Traded Fund (SCHF) 1.1 $1.3M 56k 23.28
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI) 0.3 $311k 948.00 328.03
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR) 0.2 $215k 1.8k 118.80
Tesla Motors Stock (TSLA) 0.2 $180k 404.00 444.72
Vanguard S&P 500 ETF Exchange Traded Fund (VOO) 0.1 $158k 257.00 613.57
Microsoft Corporation Stock (MSFT) 0.1 $101k 195.00 517.95
Vanguard FTSE All-Wld ex-US ETF Exchange Traded Fund (VEU) 0.1 $99k 1.4k 71.35
Berkshire Hathaway Class B Stock (BRK.B) 0.1 $66k 132.00 502.74
iShares Core Aggressive Allocation ETF Exchange Traded Fund (AOA) 0.0 $58k 661.00 88.20
Palantir Technologies Stock (PLTR) 0.0 $55k 303.00 182.42
iShares Gold Trust Exchange Traded Fund 0.0 $55k 751.00 72.77
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO) 0.0 $34k 633.00 54.20