Partners in Financial Planning

Partners in Financial Planning as of Dec. 31, 2022

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 90 positions in its portfolio as reported in the December 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) 11.2 $41M 563k 72.22
Vanguard Index Fds Value Etf (VTV) 11.1 $40M 285k 140.13
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 10.0 $36M 759k 47.85
Vanguard Index Fds Growth Etf (VUG) 8.7 $32M 149k 211.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.5 $27M 642k 42.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.9 $21M 283k 75.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.8 $14M 86k 158.33
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.3 $12M 60k 198.77
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $12M 140k 82.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $12M 292k 39.40
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.7 $9.7M 94k 103.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $9.5M 191k 49.62
Ishares Tr Shrt Nat Mun Etf (SUB) 2.1 $7.4M 71k 104.35
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.0 $7.1M 237k 29.83
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $6.5M 34k 190.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $4.6M 13k 349.98
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $3.1M 16k 202.87
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $3.0M 41k 74.71
Ishares Tr National Mun Etf (MUB) 0.8 $2.9M 28k 105.91
Norfolk Southern (NSC) 0.8 $2.9M 12k 247.70
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $2.9M 51k 56.83
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $2.7M 109k 25.26
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $2.4M 19k 132.10
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.4M 62k 39.09
Vanguard Wellington Us Multifactor (VFMF) 0.7 $2.4M 24k 97.80
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $2.1M 42k 50.06
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.1M 62k 33.32
Ishares Tr Core Intl Aggr (IAGG) 0.6 $2.0M 42k 47.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $2.0M 25k 77.88
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.9M 26k 74.27
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.5 $1.7M 61k 28.92
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $1.4M 34k 41.89
Exxon Mobil Corporation (XOM) 0.4 $1.3M 13k 106.51
Vanguard Index Fds Large Cap Etf (VV) 0.3 $1.3M 7.3k 173.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M 25k 50.50
Ishares Tr U S Equity Factr (LRGF) 0.3 $1.3M 32k 38.76
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.2M 17k 72.05
Nike CL B (NKE) 0.3 $1.2M 10k 118.75
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.2M 6.7k 182.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M 22k 52.07
Truist Financial Corp equities (TFC) 0.3 $1.0M 24k 43.63
Apple (AAPL) 0.3 $1.0M 8.0k 125.07
Ferguson Enterprises Common Stock New (FERG) 0.2 $869k 6.8k 128.61
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $868k 20k 43.73
Edwards Lifesciences (EW) 0.2 $860k 12k 74.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $823k 3.9k 212.62
Steel Dynamics (STLD) 0.2 $783k 8.2k 95.17
Ishares Tr Msci Eafe Etf (EFA) 0.2 $782k 12k 66.22
Udr (UDR) 0.2 $649k 17k 38.59
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $641k 30k 21.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $629k 4.1k 151.60
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $622k 26k 24.18
Hess (HES) 0.2 $605k 4.5k 134.52
Amazon (AMZN) 0.2 $593k 6.9k 85.82
CVS Caremark Corporation (CVS) 0.2 $559k 6.0k 92.91
CSX Corporation (CSX) 0.1 $527k 17k 30.88
National Bankshares (NKSH) 0.1 $525k 13k 40.00
Texas Pacific Land Corp (TPL) 0.1 $500k 238.00 2102.61
Danaher Corporation (DHR) 0.1 $492k 1.9k 262.27
Ge Aerospace Com New (GE) 0.1 $463k 5.4k 84.99
Ishares Tr Core S&p500 Etf (IVV) 0.1 $461k 1.2k 382.53
Lowe's Companies (LOW) 0.1 $451k 2.3k 199.02
Ishares Tr Core Msci Eafe (IEFA) 0.1 $450k 7.2k 62.17
Johnson & Johnson (JNJ) 0.1 $413k 2.3k 178.16
Procter & Gamble Company (PG) 0.1 $369k 2.4k 151.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $367k 6.4k 57.77
Pfizer (PFE) 0.1 $359k 7.0k 51.26
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $340k 3.2k 105.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $328k 1.1k 309.91
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $321k 6.9k 46.70
Microsoft Corporation (MSFT) 0.1 $313k 1.3k 239.59
Carter Bankshares Com New (CARE) 0.1 $307k 19k 16.41
Dominion Resources (D) 0.1 $306k 4.9k 62.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $301k 4.5k 67.15
McDonald's Corporation (MCD) 0.1 $297k 1.1k 264.42
Philip Morris International (PM) 0.1 $293k 2.9k 101.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $286k 752.00 380.83
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $283k 3.4k 83.01
Union Pacific Corporation (UNP) 0.1 $270k 1.3k 207.58
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $265k 1.5k 178.16
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $265k 1.8k 145.70
Wal-Mart Stores (WMT) 0.1 $257k 1.8k 143.60
Alphabet Cap Stk Cl C (GOOG) 0.1 $242k 2.7k 89.70
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $242k 7.9k 30.60
Ishares Tr Msci Emrg Chn (EMXC) 0.1 $235k 5.0k 47.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $231k 6.0k 38.22
Alphabet Cap Stk Cl A (GOOGL) 0.1 $218k 2.4k 89.12
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $216k 2.3k 94.52
UnitedHealth (UNH) 0.1 $208k 400.00 518.64
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $202k 3.6k 56.14