Partners in Financial Planning

Partners in Financial Planning as of March 31, 2022

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 90 positions in its portfolio as reported in the March 2022 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 536k 76.30
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 12.1 $38M 752k 51.03
Vanguard Index Fds Value Etf (VTV) 10.9 $35M 238k 145.30
Vanguard Index Fds Growth Etf (VUG) 10.5 $34M 129k 259.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.8 $25M 540k 45.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.8 $19M 241k 77.00
Vanguard Index Fds Real Estate Etf (VNQ) 4.0 $13M 116k 109.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.8 $12M 71k 170.41
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.7 $12M 51k 229.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $11M 245k 43.58
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.0 $9.4M 80k 118.26
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $4.5M 136k 32.71
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $3.9M 18k 214.22
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $3.2M 41k 78.64
Norfolk Southern (NSC) 1.0 $3.1M 12k 258.59
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $2.9M 46k 63.57
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $2.7M 12k 226.76
Vanguard Wellington Us Multifactor (VFMF) 0.8 $2.4M 24k 100.36
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $2.4M 59k 40.96
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.7 $2.3M 29k 80.98
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $2.0M 24k 81.95
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.6 $1.8M 36k 49.88
Ishares Tr U S Equity Factr (LRGF) 0.4 $1.4M 32k 42.90
Edwards Lifesciences (EW) 0.4 $1.4M 12k 118.38
Nike CL B (NKE) 0.4 $1.3M 10k 129.07
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $1.3M 8.6k 153.76
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.3M 36k 36.44
Truist Financial Corp equities (TFC) 0.4 $1.3M 25k 50.89
Apple (AAPL) 0.4 $1.3M 7.8k 161.78
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.2M 24k 50.26
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.2M 5.9k 195.62
Exxon Mobil Corporation (XOM) 0.3 $1.1M 13k 85.13
Amazon (AMZN) 0.3 $985k 341.00 2887.00
Udr (UDR) 0.3 $980k 17k 58.25
Vanguard Index Fds Small Cp Etf (VB) 0.3 $975k 4.8k 202.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $963k 18k 54.91
Ferguson SHS 0.3 $935k 6.9k 134.91
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $925k 21k 44.92
Ishares Tr Msci Eafe Etf (EFA) 0.3 $829k 12k 70.47
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $807k 14k 59.94
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $768k 9.8k 78.81
Steel Dynamics (STLD) 0.2 $738k 8.2k 89.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $730k 2.9k 252.04
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $694k 29k 23.98
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $677k 26k 26.22
CVS Caremark Corporation (CVS) 0.2 $637k 6.3k 101.68
Capital One Financial (COF) 0.2 $590k 4.4k 135.28
CSX Corporation (CSX) 0.2 $589k 17k 34.52
Hess (HES) 0.2 $526k 4.9k 106.45
Ishares Tr Core S&p500 Etf (IVV) 0.2 $516k 1.2k 427.78
Danaher Corporation (DHR) 0.2 $496k 1.9k 264.56
General Electric Com New (GE) 0.2 $484k 5.4k 89.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $461k 6.7k 69.22
National Bankshares (NKSH) 0.1 $447k 13k 35.22
Lowe's Companies (LOW) 0.1 $447k 2.3k 197.05
Johnson & Johnson (JNJ) 0.1 $420k 2.3k 181.52
Dominion Resources (D) 0.1 $412k 4.9k 84.89
Tesla Motors (TSLA) 0.1 $402k 400.00 1005.05
Procter & Gamble Company (PG) 0.1 $394k 2.4k 161.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $388k 6.8k 57.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $370k 1.1k 335.56
Microsoft Corporation (MSFT) 0.1 $361k 1.3k 274.03
Texas Pacific Land Corp (TPL) 0.1 $345k 250.00 1378.33
Alphabet Cap Stk Cl C (GOOG) 0.1 $342k 143.00 2392.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $340k 6.7k 50.71
Pfizer (PFE) 0.1 $337k 7.0k 48.13
Carter Bankshares Com New (CARE) 0.1 $326k 19k 17.41
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $319k 1.6k 204.60
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $305k 4.1k 74.59
Union Pacific Corporation (UNP) 0.1 $305k 1.3k 234.30
Philip Morris International (PM) 0.1 $301k 2.9k 102.69
Alphabet Cap Stk Cl A (GOOGL) 0.1 $292k 122.00 2392.71
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $292k 2.5k 116.69
McDonald's Corporation (MCD) 0.1 $282k 1.1k 250.17
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $280k 3.0k 92.04
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $276k 1.8k 152.76
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $272k 6.4k 42.38
Ishares Tr Core Intl Aggr (IAGG) 0.1 $272k 5.3k 51.01
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $269k 8.3k 32.54
Wal-Mart Stores (WMT) 0.1 $260k 1.7k 156.86
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $259k 2.5k 103.23
Vanguard Wellington Us Value Factr (VFVA) 0.1 $252k 2.4k 103.64
Ishares Tr Cohen Steer Reit (ICF) 0.1 $251k 3.4k 72.71
Ishares Core Msci Emkt (IEMG) 0.1 $230k 4.4k 52.44
Ishares Tr Russell 3000 Etf (IWV) 0.1 $220k 891.00 246.89
Duke Energy Corp Com New (DUK) 0.1 $218k 1.9k 114.28
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $214k 3.6k 59.34
UnitedHealth (UNH) 0.1 $214k 410.00 520.94
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $214k 1.1k 202.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $214k 829.00 257.53