Partners in Financial Planning

Partners in Financial Planning as of Sept. 30, 2025

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 115 positions in its portfolio as reported in the September 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) 12.4 $72M 966k 74.37
Vanguard Index Fds Growth Etf (VUG) 11.5 $67M 139k 479.61
Vanguard Index Fds Value Etf (VTV) 9.7 $56M 302k 186.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.2 $53M 1.1M 49.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.0 $46M 775k 59.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.2 $36M 457k 78.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $21M 100k 208.71
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.4 $20M 66k 297.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $17M 305k 54.18
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.6 $15M 106k 142.55
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $14M 155k 91.42
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.1 $12M 287k 42.79
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $12M 36k 328.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $11M 225k 50.07
Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $11M 98k 106.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $7.5M 89k 84.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $6.5M 11k 612.36
Ishares Tr National Mun Etf (MUB) 0.9 $5.4M 51k 106.49
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $4.5M 43k 104.51
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $4.3M 78k 55.33
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $4.1M 14k 293.74
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $3.9M 51k 76.72
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $3.4M 16k 209.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $3.2M 69k 46.81
Ishares Tr Core Intl Aggr (IAGG) 0.5 $3.0M 58k 51.23
Vanguard Wellington Us Multifactor (VFMF) 0.5 $2.9M 20k 144.28
Norfolk Southern (NSC) 0.5 $2.8M 9.4k 300.41
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $2.8M 31k 88.65
Vanguard Index Fds Large Cap Etf (VV) 0.5 $2.7M 8.9k 307.85
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $2.6M 102k 25.85
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.1M 29k 71.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.8M 3.8k 468.35
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.7M 19k 94.31
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.7M 6.8k 254.28
Apple (AAPL) 0.3 $1.7M 6.5k 254.64
Exxon Mobil Corporation (XOM) 0.3 $1.5M 13k 112.75
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $1.4M 48k 29.32
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.4M 18k 78.09
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $1.4M 29k 47.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.4M 19k 73.46
Tesla Motors (TSLA) 0.2 $1.4M 3.1k 444.72
Microsoft Corporation (MSFT) 0.2 $1.3M 2.6k 517.86
Ishares Tr U S Equity Factr (LRGF) 0.2 $1.3M 19k 69.08
Amazon (AMZN) 0.2 $1.3M 5.9k 219.57
Chevron Corporation (CVX) 0.2 $1.2M 7.6k 155.29
Ferguson Enterprises Common Stock New (FERG) 0.2 $1.1M 5.0k 224.58
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.1M 19k 58.21
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.1M 12k 93.37
Steel Dynamics (STLD) 0.2 $972k 7.0k 139.43
Ishares Tr Core S&p500 Etf (IVV) 0.2 $948k 1.4k 669.51
Edwards Lifesciences (EW) 0.2 $901k 12k 77.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $845k 4.2k 203.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $839k 1.7k 502.74
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $804k 21k 38.57
Ge Aerospace Com New (GE) 0.1 $777k 2.6k 300.86
Ishares Tr Core Msci Eafe (IEFA) 0.1 $776k 8.9k 87.31
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $776k 25k 31.38
Truist Financial Corp equities (TFC) 0.1 $677k 15k 45.72
Texas Pacific Land Corp (TPL) 0.1 $667k 714.00 933.64
Philip Morris International (PM) 0.1 $660k 4.1k 162.20
Wal-Mart Stores (WMT) 0.1 $642k 6.2k 103.06
National Bankshares (NKSH) 0.1 $631k 21k 29.44
Alphabet Cap Stk Cl C (GOOG) 0.1 $629k 2.6k 243.52
Procter & Gamble Company (PG) 0.1 $619k 4.0k 153.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $613k 920.00 666.20
Lowe's Companies (LOW) 0.1 $591k 2.4k 251.27
Ge Vernova (GEV) 0.1 $572k 930.00 614.93
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $570k 5.7k 100.25
CSX Corporation (CSX) 0.1 $562k 16k 35.51
Alphabet Cap Stk Cl A (GOOGL) 0.1 $559k 2.3k 243.09
Nike CL B (NKE) 0.1 $556k 8.0k 69.73
McDonald's Corporation (MCD) 0.1 $490k 1.6k 303.92
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $485k 3.4k 142.39
Johnson & Johnson (JNJ) 0.1 $480k 2.6k 185.39
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $462k 15k 31.53
Udr (UDR) 0.1 $461k 12k 37.26
Meta Platforms Cl A (META) 0.1 $453k 617.00 734.38
CVS Caremark Corporation (CVS) 0.1 $444k 5.9k 75.39
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $441k 9.6k 46.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $434k 3.6k 120.71
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $407k 2.9k 139.65
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $405k 1.4k 293.88
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $398k 13k 31.84
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $391k 12k 31.63
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $378k 1.6k 236.06
Abbott Laboratories (ABT) 0.1 $375k 2.8k 133.93
Danaher Corporation (DHR) 0.1 $374k 1.9k 198.26
Broadcom (AVGO) 0.1 $367k 1.1k 329.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $355k 5.4k 65.26
Cardinal Health (CAH) 0.1 $340k 2.2k 156.96
Capital One Financial (COF) 0.1 $328k 1.5k 212.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $308k 13k 23.47
Abbvie (ABBV) 0.1 $305k 1.3k 231.63
Corning Incorporated (GLW) 0.1 $298k 3.6k 82.03
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $286k 5.4k 53.40
Union Pacific Corporation (UNP) 0.0 $284k 1.2k 236.37
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $283k 1.4k 206.54
Carter Bankshares Com New (CARE) 0.0 $282k 15k 19.41
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $273k 2.3k 118.81
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.0 $269k 3.6k 75.62
United Rentals (URI) 0.0 $267k 280.00 954.66
Raytheon Technologies Corp (RTX) 0.0 $261k 1.6k 167.33
Williams Companies (WMB) 0.0 $256k 4.0k 63.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $236k 1.4k 174.61
Ishares Tr Russell 3000 Etf (IWV) 0.0 $232k 611.00 378.94
Ishares Core Msci Emkt (IEMG) 0.0 $229k 3.5k 65.92
Southern Company (SO) 0.0 $226k 2.4k 94.77
Altria (MO) 0.0 $225k 3.4k 66.06
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $223k 1.3k 176.86
Mondelez Intl Cl A (MDLZ) 0.0 $222k 3.6k 62.47
Atlantic Union B (AUB) 0.0 $220k 6.2k 35.29
Pfizer (PFE) 0.0 $219k 8.6k 25.48
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $210k 2.4k 88.15
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $202k 2.5k 79.80
Dominion Resources (D) 0.0 $200k 3.3k 61.17