Frisco Financial Planning

Frisco Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Frisco Financial Planning

Frisco Financial Planning holds 26 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
Vanguard Small-Cap ETF Exchange Traded Fund (VB) 11.7 $14M 54k 257.95
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA) 11.0 $13M 210k 62.47
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG) 10.2 $12M 122k 99.88
Schwab US Large-Cap ETF Exchange Traded Fund (SCHX) 9.9 $12M 442k 26.91
Vanguard Interm-Term Corp Bd ETF Exchange Traded Fund (VCIT) 9.0 $11M 129k 83.75
Vanguard Short-Term Infl-Prot Secs ETF Exchange Traded Fund (VTIP) 8.3 $9.9M 200k 49.46
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB) 7.7 $9.3M 184k 50.29
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY) 7.5 $8.9M 13k 681.94
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX) 6.0 $7.2M 149k 48.32
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG) 4.8 $5.8M 86k 67.22
Schwab US REIT ETF Exchange Traded Fund (SCHH) 3.7 $4.5M 214k 20.89
Schwab US Small-Cap ETF Exchange Traded Fund (SCHA) 3.1 $3.7M 128k 28.48
Vanguard Real Estate ETF Exchange Traded Fund (VNQ) 2.8 $3.4M 39k 88.49
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM) 1.7 $2.0M 25k 80.22
Schwab International Equity ETF Exchange Traded Fund (SCHF) 1.2 $1.4M 58k 24.04
iShares National Muni Bond ETF Exchange Traded Fund (MUB) 0.3 $383k 3.6k 107.11
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI) 0.3 $316k 942.00 335.43
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR) 0.2 $272k 2.3k 120.19
Tesla Motors Stock (TSLA) 0.2 $182k 404.00 449.72
Vanguard S&P 500 ETF Exchange Traded Fund (VOO) 0.1 $162k 259.00 627.02
Vanguard FTSE All-Wld ex-US ETF Exchange Traded Fund (VEU) 0.1 $104k 1.4k 73.58
Berkshire Hathaway Class B Stock (BRK.B) 0.1 $66k 132.00 502.65
Microsoft Corporation Stock (MSFT) 0.1 $64k 132.00 483.62
iShares Gold Trust Exchange Traded Fund 0.1 $61k 751.00 81.17
iShares Core Aggressive Allocation ETF Exchange Traded Fund (AOA) 0.1 $60k 670.00 89.51
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO) 0.0 $35k 645.00 53.80