Partners in Financial Planning

Partners in Financial Planning as of June 30, 2021

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 92 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.4 $40M 462k 85.89
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 12.4 $40M 693k 57.10
Vanguard Index Fds Growth Etf (VUG) 11.2 $36M 125k 286.81
Vanguard Index Fds Value Etf (VTV) 9.5 $30M 220k 137.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.5 $24M 466k 51.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.7 $18M 223k 82.16
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.4 $14M 49k 289.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $12M 219k 54.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $12M 67k 173.66
Vanguard Index Fds Real Estate Etf (VNQ) 3.5 $11M 111k 101.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.3 $11M 77k 136.45
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $4.9M 133k 36.79
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $3.9M 17k 222.83
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $3.7M 50k 74.16
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $3.6M 40k 89.96
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $3.3M 14k 237.35
Norfolk Southern (NSC) 1.0 $3.2M 12k 265.41
Vanguard Wellington Us Multifactor (VFMF) 0.8 $2.6M 26k 101.00
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.8 $2.5M 30k 85.71
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.3M 59k 39.54
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.7 $2.2M 38k 58.36
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $1.7M 9.1k 188.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.7M 37k 45.50
Nike CL B (NKE) 0.5 $1.6M 11k 154.49
Truist Financial Corp equities (TFC) 0.5 $1.6M 29k 55.50
Ishares Tr U S Equity Factr (LRGF) 0.5 $1.5M 35k 42.83
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $1.2M 45k 26.98
Edwards Lifesciences (EW) 0.4 $1.2M 12k 103.57
Amazon (AMZN) 0.4 $1.2M 341.00 3440.16
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.1M 5.6k 200.75
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.1M 4.8k 225.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.1M 17k 63.39
Apple (AAPL) 0.3 $1.0M 7.5k 136.96
Exxon Mobil Corporation (XOM) 0.3 $1.0M 16k 63.08
Ferguson SHS 0.3 $986k 7.1k 139.54
Ishares Tr Msci Eafe Etf (EFA) 0.3 $926k 12k 78.88
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $922k 21k 44.80
Udr (UDR) 0.3 $824k 17k 48.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $786k 2.9k 271.48
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $784k 8.8k 88.77
Capital One Financial (COF) 0.2 $654k 4.2k 154.69
CSX Corporation (CSX) 0.2 $547k 17k 32.08
CVS Caremark Corporation (CVS) 0.2 $521k 6.2k 83.44
Ishares Tr Core S&p500 Etf (IVV) 0.2 $518k 1.2k 429.92
General Electric Com New (GE) 0.2 $515k 38k 13.46
Danaher Corporation (DHR) 0.2 $503k 1.9k 268.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $498k 6.8k 72.73
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $497k 7.9k 62.97
Steel Dynamics (STLD) 0.1 $468k 7.8k 59.60
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $437k 4.8k 92.00
Hess (HES) 0.1 $431k 4.9k 87.32
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $430k 2.7k 158.62
Johnson & Johnson (JNJ) 0.1 $429k 2.6k 164.74
Ishares Tr Intl Devppty Etf (WPS) 0.1 $420k 11k 38.27
Lowe's Companies (LOW) 0.1 $415k 2.1k 193.97
National Bankshares (NKSH) 0.1 $413k 12k 35.01
Dominion Resources (D) 0.1 $407k 5.5k 73.57
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $402k 4.2k 95.07
Texas Pacific Land Corp (TPL) 0.1 $400k 250.00 1599.74
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $389k 7.0k 55.15
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $373k 3.3k 113.21
Alphabet Cap Stk Cl C (GOOG) 0.1 $358k 143.00 2506.32
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $352k 1.5k 236.41
Microsoft Corporation (MSFT) 0.1 $351k 1.3k 270.90
Procter & Gamble Company (PG) 0.1 $327k 2.4k 134.94
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $323k 6.2k 52.41
Ishares Core Msci Emkt (IEMG) 0.1 $322k 4.8k 66.99
Alphabet Cap Stk Cl A (GOOGL) 0.1 $310k 127.00 2441.79
Pfizer (PFE) 0.1 $308k 7.9k 39.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $299k 1.1k 277.92
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $288k 2.5k 114.98
Philip Morris International (PM) 0.1 $286k 2.9k 99.11
Union Pacific Corporation (UNP) 0.1 $286k 1.3k 219.93
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $285k 2.5k 112.99
Tesla Motors (TSLA) 0.1 $272k 400.00 679.70
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $268k 1.8k 147.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $262k 3.3k 79.23
McDonald's Corporation (MCD) 0.1 $259k 1.1k 230.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $255k 3.9k 65.68
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $241k 1.1k 228.81
Wal-Mart Stores (WMT) 0.1 $231k 1.6k 141.02
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $228k 4.4k 52.25
Ishares Tr Russell 3000 Etf (IWV) 0.1 $228k 891.00 255.91
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $226k 3.6k 62.51
Ishares Tr Cohen Steer Reit (ICF) 0.1 $225k 3.4k 65.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $222k 825.00 268.78
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $213k 1.3k 165.73
Starbucks Corporation (SBUX) 0.1 $209k 1.9k 111.80
Facebook Cl A (META) 0.1 $209k 600.00 347.71
Vanguard Wellington Us Value Factr (VFVA) 0.1 $201k 2.0k 99.76
Medtronic SHS (MDT) 0.1 $200k 1.6k 124.09
Carter Bankshares Com New (CARE) 0.1 $186k 15k 12.51