Partners in Financial Planning

Partners in Financial Planning as of Sept. 30, 2021

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 95 positions in its portfolio as reported in the September 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) 12.9 $41M 484k 85.45
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 12.5 $40M 701k 56.96
Vanguard Index Fds Growth Etf (VUG) 11.3 $36M 125k 290.17
Vanguard Index Fds Value Etf (VTV) 9.4 $30M 223k 135.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.5 $24M 477k 50.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.0 $19M 233k 81.94
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.2 $13M 48k 280.16
Vanguard Index Fds Real Estate Etf (VNQ) 3.5 $11M 111k 101.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.5 $11M 67k 169.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $11M 224k 50.01
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.1 $10M 75k 133.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $4.8M 133k 36.21
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $3.9M 18k 222.06
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $3.7M 42k 89.44
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.1 $3.6M 48k 74.41
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $3.3M 14k 236.76
Norfolk Southern (NSC) 0.9 $2.9M 12k 239.25
Vanguard Wellington Us Multifactor (VFMF) 0.8 $2.6M 26k 99.60
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.8 $2.4M 30k 81.96
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.2M 57k 39.00
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.6 $2.1M 36k 56.31
Truist Financial Corp equities (TFC) 0.5 $1.7M 29k 58.65
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $1.6M 8.7k 182.36
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.6M 37k 42.53
Nike CL B (NKE) 0.5 $1.5M 11k 145.23
Ishares Tr U S Equity Factr (LRGF) 0.5 $1.4M 34k 42.14
Edwards Lifesciences (EW) 0.4 $1.3M 12k 113.21
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.1M 5.7k 200.93
Amazon (AMZN) 0.3 $1.1M 341.00 3285.04
Apple (AAPL) 0.3 $1.1M 7.7k 141.49
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.1M 4.8k 218.65
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.0M 17k 60.96
Ferguson SHS 0.3 $967k 6.9k 139.52
Exxon Mobil Corporation (XOM) 0.3 $947k 16k 58.82
Ishares Tr Msci Eafe Etf (EFA) 0.3 $915k 12k 78.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $915k 21k 44.40
Udr (UDR) 0.3 $892k 17k 52.98
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $878k 9.3k 94.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $794k 2.9k 274.04
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $770k 8.8k 87.12
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $768k 30k 25.88
Capital One Financial (COF) 0.2 $691k 4.3k 161.98
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $603k 23k 26.57
Danaher Corporation (DHR) 0.2 $571k 1.9k 304.44
CVS Caremark Corporation (CVS) 0.2 $532k 6.3k 84.86
Ishares Tr Core S&p500 Etf (IVV) 0.2 $519k 1.2k 430.82
CSX Corporation (CSX) 0.2 $507k 17k 29.74
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $506k 7.9k 64.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $503k 6.8k 73.91
General Electric Com New (GE) 0.2 $492k 4.8k 103.03
Steel Dynamics (STLD) 0.1 $459k 7.8k 58.48
Lowe's Companies (LOW) 0.1 $434k 2.1k 202.86
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $433k 4.8k 91.24
National Bankshares (NKSH) 0.1 $428k 12k 36.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $424k 2.7k 156.51
Johnson & Johnson (JNJ) 0.1 $421k 2.6k 161.52
Hess (HES) 0.1 $386k 4.9k 78.11
Alphabet Cap Stk Cl C (GOOG) 0.1 $381k 143.00 2665.31
Ishares Tr Intl Devppty Etf (WPS) 0.1 $376k 10k 37.04
Microsoft Corporation (MSFT) 0.1 $371k 1.3k 281.92
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $369k 3.3k 112.07
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $368k 1.6k 236.31
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $355k 7.0k 50.38
Dominion Resources (D) 0.1 $354k 4.9k 73.02
Procter & Gamble Company (PG) 0.1 $341k 2.4k 139.83
Alphabet Cap Stk Cl A (GOOGL) 0.1 $340k 127.00 2673.52
Pfizer (PFE) 0.1 $339k 7.9k 43.01
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $327k 6.2k 52.58
Tesla Motors (TSLA) 0.1 $310k 400.00 775.48
Texas Pacific Land Corp (TPL) 0.1 $302k 250.00 1209.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $302k 1.1k 272.94
Ishares Core Msci Emkt (IEMG) 0.1 $297k 4.8k 61.76
Ishares Tr Core Intl Aggr (IAGG) 0.1 $290k 5.3k 55.02
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $283k 2.5k 113.25
Philip Morris International (PM) 0.1 $274k 2.9k 94.79
McDonald's Corporation (MCD) 0.1 $272k 1.1k 241.06
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $271k 2.5k 109.19
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $269k 8.2k 32.75
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $262k 4.1k 63.26
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $262k 1.8k 145.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $259k 3.3k 78.22
Union Pacific Corporation (UNP) 0.1 $255k 1.3k 196.01
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $236k 1.1k 224.71
Wal-Mart Stores (WMT) 0.1 $228k 1.6k 139.38
Ishares Tr Russell 3000 Etf (IWV) 0.1 $227k 891.00 254.85
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $226k 3.6k 62.58
Ishares Tr Cohen Steer Reit (ICF) 0.1 $225k 3.4k 65.42
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $224k 4.4k 51.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $218k 827.00 262.97
Carter Bankshares Com New (CARE) 0.1 $212k 15k 14.22
Starbucks Corporation (SBUX) 0.1 $211k 1.9k 110.30
Medtronic SHS (MDT) 0.1 $208k 1.7k 125.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $206k 1.3k 160.19
Facebook Cl A (META) 0.1 $204k 600.00 339.39
Vanguard Wellington Us Value Factr (VFVA) 0.1 $203k 2.0k 98.88