Partners in Financial Planning

Partners in Financial Planning as of March 31, 2024

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 103 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 11.3 $51M 148k 344.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.9 $49M 676k 72.63
Vanguard Index Fds Value Etf (VTV) 10.3 $46M 285k 162.86
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.0 $40M 821k 49.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.2 $37M 732k 50.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.3 $28M 368k 76.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.9 $18M 91k 191.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.7 $17M 64k 260.72
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $13M 152k 86.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $12M 281k 41.77
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.6 $12M 99k 116.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $11M 220k 50.60
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $8.6M 82k 104.73
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $8.4M 32k 259.90
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $8.3M 231k 35.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $6.0M 13k 480.72
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $4.2M 52k 80.51
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.6M 15k 249.86
Ishares Tr National Mun Etf (MUB) 0.8 $3.6M 33k 107.60
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $3.1M 18k 175.27
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $3.0M 60k 50.10
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $3.0M 48k 63.33
Norfolk Southern (NSC) 0.7 $3.0M 12k 254.87
Vanguard Wellington Us Multifactor (VFMF) 0.6 $2.7M 21k 126.89
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $2.7M 36k 73.15
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $2.3M 63k 36.19
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $2.0M 78k 25.28
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.9M 24k 82.97
Ishares Tr Core Intl Aggr (IAGG) 0.4 $1.8M 37k 49.95
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.8M 7.4k 239.76
Ishares Tr U S Equity Factr (LRGF) 0.4 $1.7M 31k 53.81
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $1.6M 57k 28.92
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.6M 7.0k 228.59
Exxon Mobil Corporation (XOM) 0.3 $1.5M 13k 116.24
Ferguson Enterprises Common Stock New (FERG) 0.3 $1.5M 6.7k 218.43
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.4M 33k 42.14
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.4M 18k 75.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.4M 23k 58.65
Apple (AAPL) 0.3 $1.3M 7.6k 171.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.3M 3.8k 337.05
Ishares Tr Msci Emrg Chn (EMXC) 0.3 $1.2M 20k 57.57
Steel Dynamics (STLD) 0.3 $1.1M 7.7k 148.23
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $1.1M 13k 87.23
Edwards Lifesciences (EW) 0.2 $1.1M 12k 95.56
Amazon (AMZN) 0.2 $1.1M 6.1k 180.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.1M 18k 60.30
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.0M 19k 54.43
Ge Aerospace Com New (GE) 0.2 $957k 5.5k 175.53
Ishares Tr Msci Eafe Etf (EFA) 0.2 $889k 11k 79.86
Nike CL B (NKE) 0.2 $887k 9.4k 93.98
Microsoft Corporation (MSFT) 0.2 $847k 2.0k 420.75
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $764k 30k 25.44
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $743k 4.1k 179.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $701k 1.7k 420.52
Hess (HES) 0.2 $686k 4.5k 152.64
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $685k 22k 31.95
Ishares Tr Core S&p500 Etf (IVV) 0.1 $638k 1.2k 525.61
Lowe's Companies (LOW) 0.1 $598k 2.3k 254.70
CSX Corporation (CSX) 0.1 $597k 16k 37.07
Truist Financial Corp equities (TFC) 0.1 $531k 14k 38.98
Ishares Tr Core Msci Eafe (IEFA) 0.1 $510k 6.9k 74.22
CVS Caremark Corporation (CVS) 0.1 $499k 6.3k 79.76
National Bankshares (NKSH) 0.1 $497k 15k 33.41
Procter & Gamble Company (PG) 0.1 $481k 3.0k 162.24
Danaher Corporation (DHR) 0.1 $468k 1.9k 249.72
Udr (UDR) 0.1 $463k 12k 37.41
McDonald's Corporation (MCD) 0.1 $448k 1.6k 282.01
Johnson & Johnson (JNJ) 0.1 $447k 2.8k 158.17
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $442k 5.2k 84.45
Texas Pacific Land Corp (TPL) 0.1 $413k 714.00 578.51
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $406k 3.2k 125.33
Alphabet Cap Stk Cl A (GOOGL) 0.1 $396k 2.6k 150.93
Alphabet Cap Stk Cl C (GOOG) 0.1 $392k 2.6k 152.26
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $389k 3.4k 114.15
Wal-Mart Stores (WMT) 0.1 $368k 6.1k 60.17
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $352k 1.5k 235.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $348k 5.7k 60.74
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $345k 1.8k 186.85
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $341k 9.3k 36.75
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $337k 3.0k 110.52
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $337k 3.4k 97.94
Chevron Corporation (CVX) 0.1 $335k 2.1k 157.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $321k 614.00 523.11
Meta Platforms Cl A (META) 0.1 $320k 658.00 485.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $309k 6.7k 46.00
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $298k 3.5k 84.10
Union Pacific Corporation (UNP) 0.1 $295k 1.2k 245.93
Pfizer (PFE) 0.1 $271k 9.8k 27.75
Mondelez Intl Cl A (MDLZ) 0.1 $269k 3.8k 70.00
Ishares Tr Russell 3000 Etf (IWV) 0.1 $267k 891.00 300.08
Capital One Financial (COF) 0.1 $251k 1.7k 148.89
Abbott Laboratories (ABT) 0.1 $250k 2.2k 113.66
Pepsi (PEP) 0.1 $245k 1.4k 174.96
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $243k 3.6k 67.34
Cardinal Health (CAH) 0.1 $242k 2.2k 111.90
Philip Morris International (PM) 0.1 $230k 2.5k 91.62
Abbvie (ABBV) 0.0 $224k 1.2k 182.08
Carter Bankshares Com New (CARE) 0.0 $222k 18k 12.64
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $220k 554.00 397.72
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $220k 5.3k 41.08
Ishares Core Msci Emkt (IEMG) 0.0 $214k 4.1k 51.60
UnitedHealth (UNH) 0.0 $208k 421.00 494.70
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $202k 1.3k 158.77