Frisco Financial Planning

Frisco Financial Planning as of March 31, 2026

Portfolio Holdings for Frisco Financial Planning

Frisco Financial Planning holds 29 positions in its portfolio as reported in the March 2026 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 55k 261.92
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB) 11.4 $14M 277k 49.89
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA) 11.0 $13M 208k 64.08
Schwab US Large-Cap ETF Exchange Traded Fund (SCHX) 9.4 $11M 443k 25.64
Vanguard Interm-Term Corp Bd ETF Exchange Traded Fund (VCIT) 9.0 $11M 132k 82.75
Vanguard Short-Term Infl-Prot Secs ETF Exchange Traded Fund (VTIP) 8.9 $11M 216k 49.95
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG) 7.5 $9.1M 91k 99.27
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY) 7.3 $8.9M 14k 650.34
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG) 5.0 $6.0M 86k 69.75
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX) 4.4 $5.3M 111k 48.05
Schwab US REIT ETF Exchange Traded Fund (SCHH) 3.9 $4.8M 222k 21.49
Schwab US Small-Cap ETF Exchange Traded Fund (SCHA) 3.3 $4.0M 136k 29.08
Vanguard Real Estate ETF Exchange Traded Fund (VNQ) 2.8 $3.4M 38k 88.70
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM) 1.6 $2.0M 26k 76.54
Schwab International Equity ETF Exchange Traded Fund (SCHF) 1.2 $1.4M 56k 24.75
iShares National Muni Bond ETF Exchange Traded Fund (MUB) 0.5 $586k 5.5k 106.15
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR) 0.3 $354k 2.8k 124.30
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI) 0.2 $303k 944.00 320.82
Vanguard S&P 500 ETF Exchange Traded Fund (VOO) 0.1 $156k 262.00 597.05
Tesla Motors Stock (TSLA) 0.1 $150k 404.00 371.75
Vanguard FTSE All-Wld ex-US ETF Exchange Traded Fund (VEU) 0.1 $107k 1.4k 75.08
Berkshire Hathaway Class B Stock (BRK.B) 0.1 $63k 132.00 479.20
iShares Core Aggressive Allocation ETF Exchange Traded Fund (AOA) 0.0 $59k 670.00 88.44
Microsoft Corporation Stock (MSFT) 0.0 $49k 132.00 370.17
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO) 0.0 $35k 645.00 54.09
Vanguard Energy ETF Exchange Traded Fund (VDE) 0.0 $26k 150.00 173.04
iShares TIPS Bond ETF Exchange Traded Fund (TIP) 0.0 $23k 210.00 110.36
iShares Short-Term National Muni Bd ETF Exchange Traded Fund (SUB) 0.0 $22k 210.00 106.50
iShares US Real Estate ETF Exchange Traded Fund (IYR) 0.0 $17k 174.00 94.56