Partners in Financial Planning

Partners in Financial Planning as of March 31, 2023

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 93 positions in its portfolio as reported in the March 2023 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 $43M 579k 73.83
Vanguard Index Fds Value Etf (VTV) 10.4 $40M 287k 138.11
Vanguard Index Fds Growth Etf (VUG) 9.9 $38M 151k 249.44
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.7 $37M 755k 48.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.8 $30M 657k 45.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.9 $23M 294k 76.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $14M 87k 158.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.4 $13M 60k 216.41
Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $12M 142k 83.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $12M 285k 40.40
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.7 $10M 94k 109.24
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $10M 202k 50.66
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.0 $7.6M 236k 32.12
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $7.4M 70k 104.68
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $7.0M 34k 204.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $5.0M 13k 376.07
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $3.3M 16k 210.93
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $3.0M 51k 59.51
Ishares Tr National Mun Etf (MUB) 0.8 $3.0M 28k 107.74
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $2.9M 37k 76.74
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $2.8M 110k 25.79
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $2.6M 19k 140.20
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.5M 62k 40.72
Norfolk Southern (NSC) 0.7 $2.5M 12k 212.00
Vanguard Wellington Us Multifactor (VFMF) 0.6 $2.4M 24k 99.10
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $2.3M 42k 55.36
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $2.1M 26k 80.22
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $2.0M 60k 34.13
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $2.0M 26k 76.18
Ishares Tr Core Intl Aggr (IAGG) 0.5 $2.0M 41k 48.95
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.5 $1.7M 59k 29.23
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.4 $1.4M 34k 40.57
Exxon Mobil Corporation (XOM) 0.4 $1.4M 13k 109.66
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.4M 7.3k 186.80
Ishares Tr U S Equity Factr (LRGF) 0.4 $1.3M 32k 41.44
Apple (AAPL) 0.3 $1.3M 8.0k 164.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M 24k 53.47
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.3M 6.7k 189.56
Nike CL B (NKE) 0.3 $1.3M 10k 122.64
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.3M 17k 73.75
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M 22k 55.21
Edwards Lifesciences (EW) 0.3 $958k 12k 82.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $946k 3.9k 244.33
Steel Dynamics (STLD) 0.2 $931k 8.2k 113.06
Ferguson Enterprises Common Stock New (FERG) 0.2 $904k 6.8k 133.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $882k 20k 44.50
Ishares Tr Msci Eafe Etf (EFA) 0.2 $845k 12k 71.52
Truist Financial Corp equities (TFC) 0.2 $803k 24k 34.10
Amazon (AMZN) 0.2 $714k 6.9k 103.29
Udr (UDR) 0.2 $691k 17k 41.06
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $680k 30k 23.06
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $652k 26k 25.48
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $632k 4.1k 152.26
Hess (HES) 0.2 $595k 4.5k 132.34
Ishares Tr Msci Emrg Chn (EMXC) 0.1 $542k 11k 49.33
Ge Aerospace Com New (GE) 0.1 $521k 5.4k 95.60
Ishares Tr Core S&p500 Etf (IVV) 0.1 $495k 1.2k 411.08
CSX Corporation (CSX) 0.1 $483k 16k 29.94
Danaher Corporation (DHR) 0.1 $473k 1.9k 252.04
Lowe's Companies (LOW) 0.1 $454k 2.3k 199.95
Ishares Tr Core Msci Eafe (IEFA) 0.1 $452k 6.8k 66.85
CVS Caremark Corporation (CVS) 0.1 $447k 6.0k 74.31
National Bankshares (NKSH) 0.1 $427k 14k 31.46
Texas Pacific Land Corp (TPL) 0.1 $405k 238.00 1701.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $394k 6.2k 63.89
Microsoft Corporation (MSFT) 0.1 $377k 1.3k 288.32
Carter Bankshares Com New (CARE) 0.1 $364k 26k 14.00
Procter & Gamble Company (PG) 0.1 $363k 2.4k 148.69
Johnson & Johnson (JNJ) 0.1 $359k 2.3k 154.98
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $344k 3.2k 106.20
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $329k 6.9k 47.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $326k 1.1k 308.77
McDonald's Corporation (MCD) 0.1 $314k 1.1k 279.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $310k 3.4k 91.05
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $290k 1.5k 194.87
Pfizer (PFE) 0.1 $286k 7.0k 40.80
Philip Morris International (PM) 0.1 $281k 2.9k 97.25
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $276k 1.8k 151.74
Alphabet Cap Stk Cl C (GOOG) 0.1 $266k 2.6k 104.00
Wal-Mart Stores (WMT) 0.1 $264k 1.8k 147.45
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $255k 7.9k 32.23
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $255k 3.6k 69.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $250k 611.00 409.60
Tesla Motors (TSLA) 0.1 $249k 1.2k 207.46
Union Pacific Corporation (UNP) 0.1 $242k 1.2k 201.26
Alphabet Cap Stk Cl A (GOOGL) 0.1 $239k 2.3k 103.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $238k 6.0k 39.46
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $221k 2.3k 96.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $220k 684.00 320.88
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $219k 3.6k 60.95
Ishares Tr Russell 3000 Etf (IWV) 0.1 $210k 891.00 235.41
Ishares Core Msci Emkt (IEMG) 0.1 $203k 4.2k 48.79
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $200k 2.1k 94.75