Partners in Financial Planning

Partners in Financial Planning as of June 30, 2025

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 107 positions in its portfolio as reported in the June 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) 12.2 $66M 900k 73.63
Vanguard Index Fds Growth Etf (VUG) 11.5 $62M 142k 438.40
Vanguard Index Fds Value Etf (VTV) 9.8 $53M 301k 176.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.3 $51M 1.0M 49.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.2 $44M 779k 57.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.5 $35M 449k 78.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $20M 101k 195.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.4 $18M 67k 276.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $15M 306k 49.46
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.7 $14M 107k 134.39
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $14M 153k 89.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $12M 238k 49.03
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.1 $12M 287k 40.49
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $11M 36k 303.93
Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $9.7M 92k 106.34
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $6.7M 80k 82.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $6.0M 11k 568.05
Ishares Tr National Mun Etf (MUB) 0.9 $4.7M 45k 104.48
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $4.1M 43k 95.32
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $4.1M 78k 52.34
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $4.0M 14k 279.83
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $3.7M 51k 72.67
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $3.1M 16k 192.72
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $3.0M 69k 42.74
Ishares Tr Core Intl Aggr (IAGG) 0.5 $2.9M 58k 51.09
Vanguard Wellington Us Multifactor (VFMF) 0.5 $2.7M 20k 134.49
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $2.6M 100k 25.60
Vanguard Index Fds Large Cap Etf (VV) 0.5 $2.5M 8.9k 285.31
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $2.5M 31k 79.76
Norfolk Southern (NSC) 0.4 $2.3M 8.8k 255.97
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.9M 29k 67.22
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.6M 6.9k 236.98
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.6M 19k 88.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.6M 3.8k 424.62
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $1.4M 48k 29.29
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.4M 18k 77.34
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.4M 30k 46.14
Exxon Mobil Corporation (XOM) 0.3 $1.4M 13k 107.80
Amazon (AMZN) 0.2 $1.3M 6.1k 219.39
Apple (AAPL) 0.2 $1.3M 6.5k 205.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.3M 19k 69.09
Microsoft Corporation (MSFT) 0.2 $1.3M 2.6k 497.32
Ishares Tr U S Equity Factr (LRGF) 0.2 $1.2M 19k 64.13
Ferguson Enterprises Common Stock New (FERG) 0.2 $1.1M 5.0k 217.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.0M 19k 53.96
Ishares Tr Msci Eafe Etf (EFA) 0.2 $989k 11k 89.39
Tesla Motors (TSLA) 0.2 $972k 3.1k 317.66
Steel Dynamics (STLD) 0.2 $914k 7.1k 128.01
Edwards Lifesciences (EW) 0.2 $906k 12k 78.21
Ishares Tr Core S&p500 Etf (IVV) 0.2 $879k 1.4k 620.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $811k 1.7k 485.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $806k 4.2k 194.24
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $798k 27k 29.37
Texas Pacific Land Corp (TPL) 0.1 $754k 714.00 1056.39
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $753k 21k 35.84
Ishares Tr Core Msci Eafe (IEFA) 0.1 $742k 8.9k 83.48
Ge Aerospace Com New (GE) 0.1 $658k 2.6k 257.36
Procter & Gamble Company (PG) 0.1 $641k 4.0k 159.34
Truist Financial Corp equities (TFC) 0.1 $637k 15k 42.99
Hess (HES) 0.1 $623k 4.5k 138.54
Wal-Mart Stores (WMT) 0.1 $609k 6.2k 97.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $568k 919.00 617.52
Nike CL B (NKE) 0.1 $567k 8.0k 71.04
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $563k 5.7k 99.20
Lowe's Companies (LOW) 0.1 $521k 2.3k 221.87
CSX Corporation (CSX) 0.1 $516k 16k 32.63
Udr (UDR) 0.1 $505k 12k 40.83
Ge Vernova (GEV) 0.1 $489k 924.00 529.04
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $472k 3.4k 138.70
McDonald's Corporation (MCD) 0.1 $471k 1.6k 292.20
Philip Morris International (PM) 0.1 $458k 2.5k 182.13
Alphabet Cap Stk Cl C (GOOG) 0.1 $458k 2.6k 177.41
Meta Platforms Cl A (META) 0.1 $455k 617.00 738.09
National Bankshares (NKSH) 0.1 $436k 16k 27.20
Alphabet Cap Stk Cl A (GOOGL) 0.1 $432k 2.4k 176.22
Abbott Laboratories (ABT) 0.1 $428k 3.1k 136.00
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $421k 15k 28.95
Johnson & Johnson (JNJ) 0.1 $411k 2.7k 152.73
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $409k 9.5k 42.83
CVS Caremark Corporation (CVS) 0.1 $406k 5.9k 68.98
Broadcom (AVGO) 0.1 $402k 1.5k 275.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $396k 3.6k 110.11
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $392k 1.4k 284.37
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $385k 2.9k 132.14
Danaher Corporation (DHR) 0.1 $370k 1.9k 197.54
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $368k 12k 29.84
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $366k 12k 29.43
Cardinal Health (CAH) 0.1 $363k 2.2k 168.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $337k 5.4k 62.02
Capital One Financial (COF) 0.1 $329k 1.5k 212.76
Chevron Corporation (CVX) 0.1 $304k 2.1k 143.18
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $302k 13k 23.24
Union Pacific Corporation (UNP) 0.1 $276k 1.2k 230.08
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $267k 1.4k 195.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $258k 5.4k 48.24
Williams Companies (WMB) 0.0 $254k 4.0k 62.81
Carter Bankshares Com New (CARE) 0.0 $252k 15k 17.34
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $251k 2.3k 109.30
Abbvie (ABBV) 0.0 $244k 1.3k 185.67
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $231k 1.6k 144.33
Raytheon Technologies Corp (RTX) 0.0 $228k 1.6k 146.02
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $222k 1.3k 164.43
Southern Company (SO) 0.0 $219k 2.4k 91.83
Ishares Tr Russell 3000 Etf (IWV) 0.0 $215k 611.00 351.00
Pfizer (PFE) 0.0 $209k 8.6k 24.24
Ishares Core Msci Emkt (IEMG) 0.0 $209k 3.5k 60.03
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $200k 1.3k 157.81