Partners in Financial Planning

Partners in Financial Planning as of Dec. 31, 2021

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 92 positions in its portfolio as reported in the December 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) 13.1 $43M 523k 81.73
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 12.2 $40M 748k 53.50
Vanguard Index Fds Growth Etf (VUG) 10.9 $36M 128k 279.49
Vanguard Index Fds Value Etf (VTV) 10.4 $34M 233k 145.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.8 $26M 519k 49.15
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.8 $19M 240k 79.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.7 $12M 49k 244.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.7 $12M 69k 172.61
Vanguard Index Fds Real Estate Etf (VNQ) 3.6 $12M 114k 103.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $12M 236k 49.61
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.0 $9.8M 78k 126.18
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $4.8M 137k 35.04
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $4.2M 19k 222.94
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $3.5M 41k 84.52
Norfolk Southern (NSC) 1.0 $3.2M 12k 267.21
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.0 $3.2M 47k 68.30
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.8M 12k 234.44
Vanguard Wellington Us Multifactor (VFMF) 0.8 $2.5M 24k 103.26
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.4M 59k 41.15
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.7 $2.3M 29k 81.66
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.6 $1.9M 36k 52.33
Truist Financial Corp equities (TFC) 0.6 $1.8M 29k 63.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.6M 37k 41.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $1.5M 17k 89.01
Nike CL B (NKE) 0.4 $1.5M 10k 140.18
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $1.4M 8.6k 164.32
Ishares Tr U S Equity Factr (LRGF) 0.4 $1.4M 32k 43.51
Apple (AAPL) 0.4 $1.3M 7.8k 168.63
Edwards Lifesciences (EW) 0.4 $1.3M 12k 109.00
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.2M 5.9k 203.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.0M 18k 59.85
Amazon (AMZN) 0.3 $1.0M 341.00 3065.87
Ferguson SHS 0.3 $1.0M 6.9k 147.90
Exxon Mobil Corporation (XOM) 0.3 $1.0M 13k 80.21
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.0M 4.8k 209.17
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $952k 21k 46.07
Udr (UDR) 0.3 $930k 17k 55.26
Ishares Tr Msci Eafe Etf (EFA) 0.3 $890k 12k 75.68
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $846k 10k 83.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $778k 2.9k 268.72
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $747k 29k 25.76
Capital One Financial (COF) 0.2 $680k 4.4k 156.00
CVS Caremark Corporation (CVS) 0.2 $653k 6.3k 104.24
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $645k 10k 63.87
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $606k 22k 27.18
CSX Corporation (CSX) 0.2 $569k 17k 33.37
Ishares Tr Core S&p500 Etf (IVV) 0.2 $533k 1.2k 442.35
Lowe's Companies (LOW) 0.2 $512k 2.3k 225.89
Danaher Corporation (DHR) 0.2 $511k 1.9k 272.66
Steel Dynamics (STLD) 0.2 $503k 8.3k 60.71
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $491k 6.7k 73.70
Hess (HES) 0.1 $475k 4.9k 96.20
National Bankshares (NKSH) 0.1 $464k 13k 36.55
General Electric Com New (GE) 0.1 $463k 4.8k 96.83
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $444k 2.7k 163.84
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $409k 4.8k 86.11
Johnson & Johnson (JNJ) 0.1 $402k 2.4k 167.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $393k 6.4k 61.77
Microsoft Corporation (MSFT) 0.1 $388k 1.3k 295.04
Dominion Resources (D) 0.1 $384k 4.9k 79.08
Alphabet Cap Stk Cl C (GOOG) 0.1 $384k 143.00 2682.60
Procter & Gamble Company (PG) 0.1 $382k 2.4k 156.27
Pfizer (PFE) 0.1 $356k 7.0k 50.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $352k 1.1k 319.14
Tesla Motors (TSLA) 0.1 $344k 400.00 860.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $344k 1.6k 220.56
Alphabet Cap Stk Cl A (GOOGL) 0.1 $328k 122.00 2685.65
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $328k 6.4k 50.88
Carter Bankshares Com New (CARE) 0.1 $323k 21k 15.69
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $321k 6.6k 48.72
Philip Morris International (PM) 0.1 $312k 2.9k 107.96
Union Pacific Corporation (UNP) 0.1 $311k 1.3k 238.81
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $303k 3.0k 99.61
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $294k 2.5k 117.41
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $289k 8.3k 34.97
McDonald's Corporation (MCD) 0.1 $288k 1.1k 255.13
Ishares Core Msci Emkt (IEMG) 0.1 $286k 4.8k 59.43
Ishares Tr Core Intl Aggr (IAGG) 0.1 $283k 5.3k 53.14
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $277k 1.8k 153.51
Texas Pacific Land Corp (TPL) 0.1 $276k 250.00 1105.45
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $267k 2.5k 106.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $255k 3.3k 76.80
Vanguard Wellington Us Value Factr (VFVA) 0.1 $254k 2.4k 105.74
Ishares Tr Cohen Steer Reit (ICF) 0.1 $230k 3.4k 66.70
Ishares Tr Russell 3000 Etf (IWV) 0.1 $229k 891.00 256.55
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $226k 1.1k 214.51
Wal-Mart Stores (WMT) 0.1 $221k 1.6k 135.33
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $219k 828.00 263.99
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $219k 3.6k 60.50
Ishares Tr Intl Trea Bd Etf (IGOV) 0.1 $212k 4.4k 48.54
Baxter International (BAX) 0.1 $205k 2.4k 85.91
Ishares Tr Core Msci Eafe (IEFA) 0.1 $203k 2.8k 71.51