Partners in Financial Planning

Partners in Financial Planning as of June 30, 2023

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 94 positions in its portfolio as reported in the June 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 $44M 605k 72.69
Vanguard Index Fds Growth Etf (VUG) 10.8 $43M 151k 282.96
Vanguard Index Fds Value Etf (VTV) 10.3 $40M 284k 142.10
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.4 $37M 753k 48.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.9 $31M 674k 46.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.7 $23M 297k 75.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $14M 86k 165.40
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.5 $14M 60k 229.74
Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $12M 140k 83.56
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.9 $11M 224k 50.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $11M 266k 40.68
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.6 $10M 93k 110.48
Ishares Tr Shrt Nat Mun Etf (SUB) 2.1 $8.2M 79k 104.04
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.0 $7.7M 237k 32.54
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $7.4M 34k 220.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $5.0M 12k 407.28
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $3.4M 16k 220.16
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.8 $3.0M 119k 25.37
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $2.9M 50k 58.98
Ishares Tr National Mun Etf (MUB) 0.7 $2.8M 26k 106.73
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $2.7M 19k 148.83
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.7M 62k 43.20
Norfolk Southern (NSC) 0.7 $2.6M 12k 226.76
Vanguard Wellington Us Multifactor (VFMF) 0.6 $2.4M 23k 103.91
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $2.4M 32k 75.23
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $2.3M 39k 61.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $2.3M 29k 79.03
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $2.1M 61k 34.38
Ishares Tr Core Intl Aggr (IAGG) 0.5 $1.9M 39k 49.29
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.7M 22k 77.19
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $1.6M 57k 28.79
Apple (AAPL) 0.4 $1.6M 8.1k 193.96
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.5M 7.3k 202.73
Ishares Tr U S Equity Factr (LRGF) 0.4 $1.4M 32k 44.56
Exxon Mobil Corporation (XOM) 0.3 $1.3M 13k 107.25
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.3M 18k 76.96
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.3M 6.7k 198.89
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.3M 33k 40.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M 24k 54.41
Nike CL B (NKE) 0.3 $1.1M 10k 110.37
Edwards Lifesciences (EW) 0.3 $1.1M 12k 94.33
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 3.9k 275.18
Ferguson Enterprises Common Stock New (FERG) 0.3 $1.1M 6.8k 157.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.0M 19k 56.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $921k 20k 46.39
Amazon (AMZN) 0.2 $901k 6.9k 130.36
Steel Dynamics (STLD) 0.2 $881k 8.1k 108.93
Ishares Tr Msci Emrg Chn (EMXC) 0.2 $868k 17k 51.98
Ishares Tr Msci Eafe Etf (EFA) 0.2 $858k 12k 72.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $696k 26k 27.15
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $693k 30k 23.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $655k 4.1k 157.83
Hess (HES) 0.2 $611k 4.5k 135.95
Ge Aerospace Com New (GE) 0.2 $599k 5.4k 109.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $551k 1.6k 341.00
CSX Corporation (CSX) 0.1 $550k 16k 34.10
Ishares Tr Core S&p500 Etf (IVV) 0.1 $539k 1.2k 445.53
Udr (UDR) 0.1 $531k 12k 42.96
Lowe's Companies (LOW) 0.1 $512k 2.3k 225.68
Microsoft Corporation (MSFT) 0.1 $473k 1.4k 340.57
Ishares Tr Core Msci Eafe (IEFA) 0.1 $462k 6.8k 67.50
Danaher Corporation (DHR) 0.1 $450k 1.9k 240.00
National Bankshares (NKSH) 0.1 $434k 15k 29.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $416k 5.9k 70.48
CVS Caremark Corporation (CVS) 0.1 $416k 6.0k 69.14
Truist Financial Corp equities (TFC) 0.1 $413k 14k 30.35
Johnson & Johnson (JNJ) 0.1 $384k 2.3k 165.50
Procter & Gamble Company (PG) 0.1 $371k 2.4k 151.77
Carter Bankshares Com New (CARE) 0.1 $356k 24k 14.79
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $356k 3.2k 109.84
McDonald's Corporation (MCD) 0.1 $335k 1.1k 298.51
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $329k 3.4k 96.63
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $326k 6.9k 47.42
Texas Pacific Land Corp (TPL) 0.1 $313k 238.00 1316.50
Tesla Motors (TSLA) 0.1 $312k 1.2k 261.77
Alphabet Cap Stk Cl C (GOOG) 0.1 $310k 2.6k 120.97
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $307k 1.5k 205.83
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $300k 1.9k 161.20
Wal-Mart Stores (WMT) 0.1 $282k 1.8k 157.18
Alphabet Cap Stk Cl A (GOOGL) 0.1 $275k 2.3k 119.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $271k 612.00 443.26
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $267k 3.7k 73.02
Pfizer (PFE) 0.1 $257k 7.0k 36.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $253k 685.00 369.21
Union Pacific Corporation (UNP) 0.1 $246k 1.2k 204.62
Philip Morris International (PM) 0.1 $246k 2.5k 97.62
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $243k 7.4k 32.85
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $233k 5.9k 39.56
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $228k 2.3k 99.65
Ishares Tr Russell 3000 Etf (IWV) 0.1 $227k 891.00 254.48
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $222k 3.6k 61.71
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $215k 822.00 261.39
Ishares Core Msci Emkt (IEMG) 0.1 $206k 4.2k 49.30
Cardinal Health (CAH) 0.1 $205k 2.2k 94.57