Partners in Financial Planning

Partners in Financial Planning as of Dec. 31, 2023

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 103 positions in its portfolio as reported in the December 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) 11.4 $48M 658k 73.55
Vanguard Index Fds Growth Etf (VUG) 10.9 $46M 149k 310.88
Vanguard Index Fds Value Etf (VTV) 9.9 $42M 283k 149.50
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.4 $40M 807k 49.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.1 $35M 720k 47.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.2 $26M 343k 77.02
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.8 $16M 91k 179.97
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.6 $16M 64k 241.77
Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $13M 151k 88.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $12M 286k 41.10
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.7 $12M 101k 115.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $11M 214k 51.05
Ishares Tr Shrt Nat Mun Etf (SUB) 2.0 $8.4M 80k 105.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.9 $8.0M 234k 34.01
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $7.9M 33k 237.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $5.4M 12k 436.80
Ishares Tr National Mun Etf (MUB) 0.8 $3.6M 33k 108.41
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.4M 15k 232.63
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $3.1M 49k 61.90
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $2.9M 18k 164.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $2.9M 35k 81.28
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $2.8M 60k 46.63
Vanguard Wellington Us Multifactor (VFMF) 0.6 $2.6M 23k 114.84
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $2.4M 37k 65.06
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $2.2M 29k 76.38
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $2.1M 59k 35.41
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $2.0M 78k 25.64
Norfolk Southern (NSC) 0.5 $2.0M 8.4k 236.38
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $2.0M 24k 83.31
Ishares Tr Core Intl Aggr (IAGG) 0.4 $1.8M 37k 49.80
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $1.6M 57k 29.05
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.6M 7.4k 218.16
Ishares Tr U S Equity Factr (LRGF) 0.4 $1.5M 31k 48.29
Apple (AAPL) 0.3 $1.5M 7.7k 192.54
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.4M 34k 42.59
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.4M 6.8k 213.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M 23k 56.14
Ferguson Enterprises Common Stock New (FERG) 0.3 $1.3M 6.7k 193.07
Exxon Mobil Corporation (XOM) 0.3 $1.3M 13k 99.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.2M 3.8k 303.17
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.1M 14k 83.63
Nike CL B (NKE) 0.3 $1.1M 10k 108.57
Ishares Tr Msci Emrg Chn (EMXC) 0.2 $1.0M 19k 55.41
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.0M 17k 57.96
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $985k 19k 52.33
Amazon (AMZN) 0.2 $954k 6.3k 151.94
Steel Dynamics (STLD) 0.2 $953k 8.1k 118.10
Edwards Lifesciences (EW) 0.2 $883k 12k 76.25
Ishares Tr Msci Eafe Etf (EFA) 0.2 $839k 11k 75.35
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $733k 30k 24.42
Ge Aerospace Com New (GE) 0.2 $696k 5.5k 127.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $686k 4.1k 165.25
Hess (HES) 0.2 $648k 4.5k 144.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $627k 22k 29.23
Microsoft Corporation (MSFT) 0.1 $607k 1.6k 376.07
Ishares Tr Core S&p500 Etf (IVV) 0.1 $580k 1.2k 477.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $559k 1.6k 356.66
CSX Corporation (CSX) 0.1 $559k 16k 34.67
Lowe's Companies (LOW) 0.1 $545k 2.4k 222.53
Truist Financial Corp equities (TFC) 0.1 $503k 14k 36.92
CVS Caremark Corporation (CVS) 0.1 $494k 6.3k 78.96
Ishares Tr Core Msci Eafe (IEFA) 0.1 $484k 6.9k 70.35
National Bankshares (NKSH) 0.1 $481k 15k 32.35
McDonald's Corporation (MCD) 0.1 $478k 1.6k 296.58
Udr (UDR) 0.1 $474k 12k 38.29
Danaher Corporation (DHR) 0.1 $434k 1.9k 231.34
Johnson & Johnson (JNJ) 0.1 $417k 2.7k 156.73
Procter & Gamble Company (PG) 0.1 $387k 2.6k 146.53
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $377k 3.2k 116.29
Texas Pacific Land Corp (TPL) 0.1 $374k 238.00 1572.45
Alphabet Cap Stk Cl C (GOOG) 0.1 $361k 2.6k 140.93
Alphabet Cap Stk Cl A (GOOGL) 0.1 $356k 2.6k 139.69
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $356k 3.4k 104.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $338k 4.5k 75.10
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $336k 7.1k 47.49
Carter Bankshares Com New (CARE) 0.1 $334k 22k 14.97
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $331k 7.1k 46.62
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $328k 1.5k 219.51
Wal-Mart Stores (WMT) 0.1 $321k 2.0k 157.65
Chevron Corporation (CVX) 0.1 $317k 2.1k 149.14
Tesla Motors (TSLA) 0.1 $296k 1.2k 248.48
Union Pacific Corporation (UNP) 0.1 $295k 1.2k 245.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $292k 613.00 475.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $281k 686.00 409.53
Pfizer (PFE) 0.1 $281k 9.7k 28.79
Mondelez Intl Cl A (MDLZ) 0.1 $278k 3.8k 72.43
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $275k 3.5k 77.73
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $256k 7.5k 34.36
Ishares Tr Russell 3000 Etf (IWV) 0.1 $244k 891.00 273.74
Abbott Laboratories (ABT) 0.1 $242k 2.2k 110.07
Meta Platforms Cl A (META) 0.1 $242k 683.00 353.96
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $241k 2.2k 108.24
Pepsi (PEP) 0.1 $238k 1.4k 169.79
Philip Morris International (PM) 0.1 $237k 2.5k 94.08
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $232k 3.6k 64.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $229k 827.00 277.08
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $223k 1.3k 173.89
Capital One Financial (COF) 0.1 $221k 1.7k 131.12
Cardinal Health (CAH) 0.1 $218k 2.2k 100.80
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $215k 5.3k 40.21
Ishares Core Msci Emkt (IEMG) 0.0 $211k 4.2k 50.58
UnitedHealth (UNH) 0.0 $211k 400.00 526.47
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $208k 552.00 376.56