Partners in Financial Planning

Partners in Financial Planning as of June 30, 2022

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 94 positions in its portfolio as reported in the June 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) 12.7 $40M 540k 73.83
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 11.6 $36M 746k 48.71
Vanguard Index Fds Value Etf (VTV) 10.8 $34M 246k 138.53
Vanguard Index Fds Growth Etf (VUG) 10.6 $33M 135k 247.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.9 $25M 610k 40.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.9 $19M 245k 76.08
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.8 $12M 54k 223.08
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.7 $12M 72k 163.99
Vanguard Index Fds Real Estate Etf (VNQ) 3.6 $11M 118k 95.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $11M 263k 41.02
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.8 $8.7M 83k 105.38
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.3 $4.1M 143k 28.92
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $3.7M 18k 204.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $3.4M 69k 49.37
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $3.1M 41k 76.35
Norfolk Southern (NSC) 0.9 $3.0M 12k 249.85
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $2.7M 49k 55.02
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $2.6M 12k 216.85
Vanguard Wellington Us Multifactor (VFMF) 0.8 $2.4M 24k 97.87
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.3M 58k 38.91
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.9M 24k 79.20
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.6 $1.9M 25k 75.85
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.5 $1.5M 35k 43.37
Ishares Tr U S Equity Factr (LRGF) 0.4 $1.3M 32k 41.24
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.3M 38k 34.38
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $1.3M 8.6k 145.88
Apple (AAPL) 0.4 $1.2M 7.9k 157.37
Exxon Mobil Corporation (XOM) 0.4 $1.2M 13k 96.50
Nike CL B (NKE) 0.4 $1.2M 10k 110.97
Truist Financial Corp equities (TFC) 0.4 $1.1M 24k 48.48
Edwards Lifesciences (EW) 0.4 $1.1M 12k 97.25
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.1M 5.9k 186.24
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $1.1M 11k 104.04
Ishares Tr Core Intl Aggr (IAGG) 0.3 $1.1M 21k 49.43
Vanguard Index Fds Small Cp Etf (VB) 0.3 $943k 4.8k 195.36
Amazon (AMZN) 0.3 $890k 6.7k 133.27
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $883k 20k 43.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $876k 18k 49.75
Ferguson SHS 0.3 $822k 6.9k 118.53
Udr (UDR) 0.3 $808k 17k 47.98
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $782k 14k 57.51
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $764k 16k 49.14
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $746k 9.8k 75.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $738k 3.1k 240.41
Ishares Tr Msci Eafe Etf (EFA) 0.2 $737k 12k 62.44
Steel Dynamics (STLD) 0.2 $712k 8.2k 86.52
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $652k 26k 25.19
CVS Caremark Corporation (CVS) 0.2 $640k 6.3k 102.15
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $635k 25k 25.86
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $625k 29k 21.46
Hess (HES) 0.2 $605k 4.9k 122.47
CSX Corporation (CSX) 0.2 $556k 17k 32.63
Danaher Corporation (DHR) 0.2 $545k 1.9k 290.42
Ishares Tr Core S&p500 Etf (IVV) 0.2 $493k 1.2k 408.76
Capital One Financial (COF) 0.2 $476k 4.4k 108.32
Lowe's Companies (LOW) 0.1 $466k 2.3k 205.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $460k 3.0k 154.59
Texas Pacific Land Corp (TPL) 0.1 $456k 250.00 1822.80
National Bankshares (NKSH) 0.1 $440k 13k 34.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $432k 6.5k 66.39
Dominion Resources (D) 0.1 $403k 4.9k 83.16
General Electric Com New (GE) 0.1 $403k 5.4k 74.04
Johnson & Johnson (JNJ) 0.1 $384k 2.3k 165.73
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $381k 3.4k 110.58
Tesla Motors (TSLA) 0.1 $360k 1.2k 299.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $359k 7.0k 51.44
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $356k 5.0k 71.35
Microsoft Corporation (MSFT) 0.1 $348k 1.3k 264.46
Procter & Gamble Company (PG) 0.1 $343k 2.4k 139.95
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $336k 6.8k 49.38
Pfizer (PFE) 0.1 $335k 7.0k 47.84
Ishares Core Msci Emkt (IEMG) 0.1 $333k 6.9k 48.07
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $321k 3.6k 89.50
Ishares Tr Core Msci Eafe (IEFA) 0.1 $320k 5.4k 58.98
Carter Bankshares Com New (CARE) 0.1 $319k 19k 17.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $315k 1.1k 285.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $305k 1.6k 196.70
Alphabet Cap Stk Cl C (GOOG) 0.1 $302k 2.7k 111.78
Union Pacific Corporation (UNP) 0.1 $301k 1.3k 231.88
McDonald's Corporation (MCD) 0.1 $293k 1.1k 259.55
Philip Morris International (PM) 0.1 $284k 2.9k 97.06
Alphabet Cap Stk Cl A (GOOGL) 0.1 $270k 2.4k 110.65
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $263k 1.8k 145.24
Wal-Mart Stores (WMT) 0.1 $248k 1.8k 136.84
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $236k 6.0k 39.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $232k 570.00 406.55
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $228k 7.9k 29.01
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $224k 2.3k 98.01
Ishares Tr Cohen Steer Reit (ICF) 0.1 $220k 3.4k 63.71
UnitedHealth (UNH) 0.1 $215k 410.00 524.34
Ishares Tr Russell 3000 Etf (IWV) 0.1 $210k 891.00 235.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $208k 831.00 249.87
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $206k 1.1k 195.36
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $203k 1.4k 147.15