Partners in Financial Planning

Partners in Financial Planning as of March 31, 2025

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 101 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.8 $64M 866k 73.45
Vanguard Index Fds Growth Etf (VUG) 10.8 $54M 145k 370.82
Vanguard Index Fds Value Etf (VTV) 10.6 $53M 304k 172.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.5 $48M 972k 48.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $42M 819k 50.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.8 $34M 432k 78.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.7 $18M 98k 186.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.3 $16M 65k 251.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $14M 312k 45.26
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $14M 151k 90.52
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $12M 106k 115.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $11M 217k 49.62
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $9.9M 36k 274.84
Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $8.9M 84k 105.60
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $7.8M 214k 36.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $6.6M 80k 81.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $5.5M 11k 513.93
Ishares Tr National Mun Etf (MUB) 1.0 $4.8M 45k 105.44
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.7M 14k 258.62
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $3.1M 48k 63.56
Ishares Tr Core Intl Aggr (IAGG) 0.6 $3.0M 59k 49.99
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $2.8M 16k 172.26
Vanguard Wellington Us Multifactor (VFMF) 0.5 $2.6M 21k 126.31
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $2.6M 32k 80.37
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $2.5M 64k 39.37
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $2.4M 47k 51.07
Vanguard Index Fds Large Cap Etf (VV) 0.5 $2.3M 8.9k 257.04
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $2.1M 82k 25.54
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $2.0M 26k 78.40
Norfolk Southern (NSC) 0.4 $2.0M 8.4k 236.85
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.7M 29k 60.66
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.5M 7.0k 221.75
Exxon Mobil Corporation (XOM) 0.3 $1.5M 13k 118.93
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $1.5M 50k 29.24
Apple (AAPL) 0.3 $1.4M 6.5k 222.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.4M 3.8k 361.11
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.4M 18k 76.57
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $1.2M 30k 40.47
Ferguson Enterprises Common Stock New (FERG) 0.2 $1.2M 7.5k 160.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.2M 19k 62.10
Amazon (AMZN) 0.2 $1.2M 6.1k 190.26
Ishares Tr U S Equity Factr (LRGF) 0.2 $1.2M 20k 57.88
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $978k 19k 51.49
Microsoft Corporation (MSFT) 0.2 $964k 2.6k 375.32
Texas Pacific Land Corp (TPL) 0.2 $946k 714.00 1324.99
Steel Dynamics (STLD) 0.2 $939k 7.5k 125.08
Ishares Tr Msci Eafe Etf (EFA) 0.2 $901k 11k 81.73
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $897k 11k 83.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $889k 1.7k 532.58
Edwards Lifesciences (EW) 0.2 $840k 12k 72.48
Ishares Tr Core S&p500 Etf (IVV) 0.2 $796k 1.4k 561.89
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $781k 4.2k 188.17
Ge Aerospace Com New (GE) 0.2 $756k 3.8k 200.16
Hess (HES) 0.1 $718k 4.5k 159.73
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $705k 27k 26.20
Procter & Gamble Company (PG) 0.1 $685k 4.0k 170.40
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $682k 21k 32.99
Ishares Tr Core Msci Eafe (IEFA) 0.1 $664k 8.8k 75.65
Truist Financial Corp equities (TFC) 0.1 $609k 15k 41.15
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $560k 5.7k 98.91
Udr (UDR) 0.1 $559k 12k 45.17
Lowe's Companies (LOW) 0.1 $548k 2.3k 233.26
Wal-Mart Stores (WMT) 0.1 $547k 6.2k 87.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $513k 917.00 559.27
Nike CL B (NKE) 0.1 $506k 8.0k 63.48
McDonald's Corporation (MCD) 0.1 $504k 1.6k 312.40
Johnson & Johnson (JNJ) 0.1 $467k 2.8k 165.81
CSX Corporation (CSX) 0.1 $466k 16k 29.43
Abbott Laboratories (ABT) 0.1 $417k 3.1k 132.64
Alphabet Cap Stk Cl C (GOOG) 0.1 $403k 2.6k 156.21
CVS Caremark Corporation (CVS) 0.1 $400k 5.9k 67.75
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $400k 3.4k 117.50
Philip Morris International (PM) 0.1 $399k 2.5k 158.73
National Bankshares (NKSH) 0.1 $388k 15k 26.63
Danaher Corporation (DHR) 0.1 $384k 1.9k 205.00
Alphabet Cap Stk Cl A (GOOGL) 0.1 $376k 2.4k 154.62
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $372k 9.5k 39.36
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $367k 2.9k 125.99
Meta Platforms Cl A (META) 0.1 $356k 617.00 576.36
Chevron Corporation (CVX) 0.1 $355k 2.1k 167.26
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $337k 1.4k 244.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $333k 3.6k 92.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $317k 5.4k 58.35
Cardinal Health (CAH) 0.1 $298k 2.2k 137.77
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $298k 13k 23.16
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $297k 2.8k 104.56
Ge Vernova (GEV) 0.1 $286k 936.00 305.43
Union Pacific Corporation (UNP) 0.1 $284k 1.2k 236.24
Abbvie (ABBV) 0.1 $276k 1.3k 209.55
Capital One Financial (COF) 0.1 $271k 1.5k 179.30
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $260k 1.4k 190.55
Broadcom (AVGO) 0.0 $244k 1.5k 167.43
Williams Companies (WMB) 0.0 $242k 4.0k 59.76
Carter Bankshares Com New (CARE) 0.0 $235k 15k 16.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $234k 5.3k 43.70
UnitedHealth (UNH) 0.0 $221k 421.00 523.75
Southern Company (SO) 0.0 $219k 2.4k 91.95
Pfizer (PFE) 0.0 $218k 8.6k 25.34
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $217k 1.3k 160.51
Ishares Tr Cohen Steer Reit (ICF) 0.0 $212k 3.4k 61.53
Raytheon Technologies Corp (RTX) 0.0 $207k 1.6k 132.46