Partners in Financial Planning

Partners in Financial Planning as of Sept. 30, 2022

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 90 positions in its portfolio as reported in the September 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) 12.0 $42M 586k 71.75
Vanguard Index Fds Value Etf (VTV) 11.6 $41M 285k 142.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 10.8 $38M 778k 48.50
Vanguard Index Fds Growth Etf (VUG) 10.1 $35M 156k 226.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.0 $28M 663k 42.15
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.7 $20M 266k 75.08
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.1 $14M 86k 165.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.6 $13M 61k 208.91
Vanguard Index Fds Real Estate Etf (VNQ) 3.4 $12M 138k 85.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $12M 301k 38.97
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.8 $9.7M 94k 103.93
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $6.9M 35k 198.42
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $5.6M 187k 29.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $4.9M 13k 363.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $4.0M 81k 49.22
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $3.2M 16k 209.92
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $3.0M 41k 74.39
Norfolk Southern (NSC) 0.8 $2.9M 12k 246.76
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $2.7M 49k 55.61
Vanguard Index Fds Extend Mkt Etf (VXF) 0.8 $2.7M 19k 139.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $2.6M 25k 103.73
Vanguard Wellington Us Multifactor (VFMF) 0.7 $2.5M 24k 102.47
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.3M 58k 39.60
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.9M 25k 77.49
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.9M 24k 78.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.5M 46k 33.06
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $1.5M 35k 41.17
Exxon Mobil Corporation (XOM) 0.4 $1.4M 13k 112.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.3M 27k 50.25
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.3M 7.2k 180.64
Ishares Tr U S Equity Factr (LRGF) 0.4 $1.3M 32k 40.28
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.3M 6.7k 190.99
Apple (AAPL) 0.3 $1.2M 7.9k 151.29
Ishares Tr Core Intl Aggr (IAGG) 0.3 $1.2M 24k 49.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M 22k 51.79
Nike CL B (NKE) 0.3 $1.1M 10k 105.42
Truist Financial Corp equities (TFC) 0.3 $1.1M 24k 45.66
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $961k 38k 25.11
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $924k 20k 45.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $873k 3.9k 225.66
Edwards Lifesciences (EW) 0.2 $869k 12k 75.04
Steel Dynamics (STLD) 0.2 $828k 8.2k 100.64
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $822k 11k 76.26
Ishares Tr Msci Eafe Etf (EFA) 0.2 $769k 12k 65.15
Hess (HES) 0.2 $711k 4.9k 143.99
Udr (UDR) 0.2 $677k 17k 40.20
Texas Pacific Land Corp (TPL) 0.2 $676k 250.00 2703.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $652k 26k 25.15
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $649k 12k 53.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $642k 4.1k 154.75
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $630k 29k 21.47
Amazon (AMZN) 0.2 $629k 6.7k 94.14
CVS Caremark Corporation (CVS) 0.2 $586k 6.0k 97.35
CSX Corporation (CSX) 0.2 $527k 17k 30.88
National Bankshares (NKSH) 0.1 $500k 13k 38.71
Danaher Corporation (DHR) 0.1 $487k 1.9k 259.62
Ishares Tr Core S&p500 Etf (IVV) 0.1 $479k 1.2k 397.78
Lowe's Companies (LOW) 0.1 $476k 2.3k 209.91
General Electric Com New (GE) 0.1 $465k 5.4k 85.49
Capital One Financial (COF) 0.1 $435k 4.4k 98.96
Johnson & Johnson (JNJ) 0.1 $408k 2.3k 176.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $396k 6.4k 61.61
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $351k 3.2k 108.37
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $349k 5.0k 69.52
Procter & Gamble Company (PG) 0.1 $348k 2.4k 142.59
Carter Bankshares Com New (CARE) 0.1 $343k 19k 18.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $343k 1.1k 310.76
Pfizer (PFE) 0.1 $338k 7.0k 48.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $320k 6.7k 47.60
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $315k 3.6k 86.47
Microsoft Corporation (MSFT) 0.1 $315k 1.3k 241.23
McDonald's Corporation (MCD) 0.1 $307k 1.1k 273.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $298k 752.00 396.04
Ishares Tr Core Msci Eafe (IEFA) 0.1 $295k 4.8k 61.20
Dominion Resources (D) 0.1 $287k 4.9k 59.16
Philip Morris International (PM) 0.1 $282k 2.9k 96.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $276k 1.5k 186.08
Union Pacific Corporation (UNP) 0.1 $274k 1.3k 210.58
Wal-Mart Stores (WMT) 0.1 $273k 1.8k 150.23
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $268k 1.8k 147.68
Alphabet Cap Stk Cl C (GOOG) 0.1 $264k 2.7k 97.80
Alphabet Cap Stk Cl A (GOOGL) 0.1 $238k 2.4k 97.43
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $237k 7.9k 30.03
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $230k 6.0k 38.03
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $228k 2.3k 99.81
UnitedHealth (UNH) 0.1 $217k 410.00 530.00
Tesla Motors (TSLA) 0.1 $216k 1.2k 180.19
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $207k 1.1k 196.05
Ishares Core Msci Emkt (IEMG) 0.1 $206k 4.4k 46.74
Ishares Tr Russell 3000 Etf (IWV) 0.1 $204k 891.00 228.94