Partners in Financial Planning

Partners in Financial Planning as of June 30, 2024

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 104 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 11.9 $55M 147k 374.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.4 $53M 728k 72.05
Vanguard Index Fds Value Etf (VTV) 10.2 $47M 292k 160.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.2 $43M 873k 48.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.0 $37M 748k 49.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.6 $30M 395k 76.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $17M 92k 182.52
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.5 $16M 64k 250.13
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $13M 153k 83.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $12M 280k 43.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $12M 100k 117.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.4 $11M 218k 50.11
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $8.8M 33k 267.51
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $8.5M 82k 104.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $8.2M 233k 35.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $5.8M 12k 500.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $5.0M 62k 79.93
Ishares Tr National Mun Etf (MUB) 0.8 $3.8M 36k 106.55
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.5M 15k 242.10
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $2.9M 60k 48.74
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $2.9M 17k 168.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $2.9M 48k 61.64
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.6 $2.8M 34k 80.13
Vanguard Wellington Us Multifactor (VFMF) 0.6 $2.6M 21k 122.40
Norfolk Southern (NSC) 0.5 $2.5M 12k 214.69
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $2.4M 64k 37.67
Ishares Tr Core Intl Aggr (IAGG) 0.5 $2.4M 48k 49.92
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.9M 25k 78.31
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $1.9M 77k 25.09
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.8M 7.4k 249.62
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.5M 6.9k 218.04
Exxon Mobil Corporation (XOM) 0.3 $1.5M 13k 115.12
Apple (AAPL) 0.3 $1.4M 6.8k 210.63
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $1.4M 49k 28.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.4M 3.8k 364.51
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.4M 18k 74.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.4M 23k 58.64
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.3M 33k 40.57
Ferguson Enterprises Common Stock New (FERG) 0.3 $1.3M 6.7k 193.65
Ishares Tr U S Equity Factr (LRGF) 0.3 $1.2M 22k 55.69
Ishares Tr Msci Emrg Chn (EMXC) 0.3 $1.2M 21k 59.20
Amazon (AMZN) 0.3 $1.2M 6.1k 193.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.1M 18k 60.30
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $1.1M 13k 85.86
Edwards Lifesciences (EW) 0.2 $1.1M 12k 92.37
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $980k 19k 51.87
Steel Dynamics (STLD) 0.2 $972k 7.5k 129.50
Microsoft Corporation (MSFT) 0.2 $910k 2.0k 446.99
Ishares Tr Msci Eafe Etf (EFA) 0.2 $874k 11k 78.33
Ge Aerospace Com New (GE) 0.2 $868k 5.5k 158.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $724k 4.1k 174.47
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $720k 28k 25.42
Nike CL B (NKE) 0.2 $705k 9.3k 75.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $678k 1.7k 406.80
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $675k 21k 32.24
Ishares Tr Core S&p500 Etf (IVV) 0.1 $664k 1.2k 547.11
Hess (HES) 0.1 $663k 4.5k 147.52
Procter & Gamble Company (PG) 0.1 $589k 3.6k 164.92
CSX Corporation (CSX) 0.1 $539k 16k 33.45
Truist Financial Corp equities (TFC) 0.1 $530k 14k 38.85
Texas Pacific Land Corp (TPL) 0.1 $524k 714.00 734.27
Lowe's Companies (LOW) 0.1 $518k 2.3k 220.44
Udr (UDR) 0.1 $509k 12k 41.15
Ishares Tr Core Msci Eafe (IEFA) 0.1 $505k 6.9k 72.64
Alphabet Cap Stk Cl A (GOOGL) 0.1 $489k 2.7k 182.16
Alphabet Cap Stk Cl C (GOOG) 0.1 $473k 2.6k 183.39
Danaher Corporation (DHR) 0.1 $469k 1.9k 249.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $461k 5.0k 92.54
Wal-Mart Stores (WMT) 0.1 $414k 6.1k 67.71
Johnson & Johnson (JNJ) 0.1 $413k 2.8k 146.14
National Bankshares (NKSH) 0.1 $406k 14k 28.28
McDonald's Corporation (MCD) 0.1 $405k 1.6k 254.90
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $376k 3.4k 110.36
CVS Caremark Corporation (CVS) 0.1 $370k 6.3k 59.06
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $351k 2.9k 120.74
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $337k 9.4k 35.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $336k 5.7k 58.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $335k 615.00 543.89
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $334k 3.4k 97.07
Chevron Corporation (CVX) 0.1 $332k 2.1k 156.43
Meta Platforms Cl A (META) 0.1 $332k 658.00 504.22
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $327k 7.2k 45.58
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $325k 3.0k 106.67
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $322k 1.4k 229.56
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $321k 1.8k 181.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $288k 3.6k 81.09
Ishares Tr Russell 3000 Etf (IWV) 0.1 $275k 891.00 308.67
Pfizer (PFE) 0.1 $273k 9.8k 27.98
Union Pacific Corporation (UNP) 0.1 $272k 1.2k 226.26
Carter Bankshares Com New (CARE) 0.1 $265k 18k 15.12
Philip Morris International (PM) 0.1 $255k 2.5k 101.33
Mondelez Intl Cl A (MDLZ) 0.1 $251k 3.8k 65.44
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $243k 3.6k 66.77
Ishares Core Msci Emkt (IEMG) 0.1 $235k 4.4k 53.53
Capital One Financial (COF) 0.1 $233k 1.7k 138.45
Ge Vernova (GEV) 0.1 $233k 1.4k 171.51
Pepsi (PEP) 0.1 $231k 1.4k 164.89
Abbott Laboratories (ABT) 0.0 $229k 2.2k 103.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $228k 5.3k 42.59
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $218k 556.00 391.44
UnitedHealth (UNH) 0.0 $214k 421.00 509.26
Cardinal Health (CAH) 0.0 $213k 2.2k 98.32
Abbvie (ABBV) 0.0 $211k 1.2k 171.52
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $201k 4.1k 48.54