Partners in Financial Planning

Partners in Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 115 positions in its portfolio as reported in the December 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) 12.3 $73M 984k 74.07
Vanguard Index Fds Growth Etf (VUG) 11.1 $65M 134k 487.86
Vanguard Index Fds Value Etf (VTV) 9.9 $58M 305k 190.99
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.5 $56M 1.2M 48.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.2 $49M 778k 62.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.2 $37M 465k 78.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $22M 102k 211.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.4 $20M 66k 302.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $17M 307k 53.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.6 $15M 107k 143.33
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $14M 156k 88.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.2 $13M 290k 44.41
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $12M 36k 335.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $12M 230k 50.29
Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $11M 100k 106.70
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $7.9M 94k 83.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $6.6M 11k 627.13
Ishares Tr National Mun Etf (MUB) 1.0 $6.0M 56k 107.11
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $4.6M 43k 106.70
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $4.1M 14k 290.22
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $4.0M 70k 56.81
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $3.9M 50k 77.53
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $3.3M 16k 209.12
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $3.2M 68k 46.81
Ishares Tr Core Intl Aggr (IAGG) 0.5 $3.0M 59k 50.01
Vanguard Wellington Us Multifactor (VFMF) 0.5 $3.0M 20k 150.72
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $2.9M 31k 90.97
Vanguard Index Fds Large Cap Etf (VV) 0.5 $2.7M 8.7k 314.78
Norfolk Southern (NSC) 0.5 $2.7M 9.4k 288.72
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $2.6M 102k 25.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.0M 27k 73.56
Apple (AAPL) 0.3 $1.8M 6.5k 271.88
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.8M 19k 94.19
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.7M 6.7k 257.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.6M 3.3k 473.23
Exxon Mobil Corporation (XOM) 0.3 $1.5M 13k 120.34
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $1.5M 51k 29.28
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.4M 18k 77.88
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.4M 19k 75.44
Tesla Motors (TSLA) 0.2 $1.4M 3.1k 449.72
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $1.4M 30k 45.84
Amazon (AMZN) 0.2 $1.4M 5.9k 230.82
Ishares Tr U S Equity Factr (LRGF) 0.2 $1.3M 19k 69.43
Microsoft Corporation (MSFT) 0.2 $1.3M 2.6k 483.54
Steel Dynamics (STLD) 0.2 $1.2M 7.0k 169.45
Chevron Corporation (CVX) 0.2 $1.2M 7.6k 152.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.1M 19k 59.54
Ferguson Enterprises Common Stock New (FERG) 0.2 $1.1M 5.0k 222.63
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.1M 12k 96.03
Edwards Lifesciences (EW) 0.2 $988k 12k 85.25
Ishares Tr Core S&p500 Etf (IVV) 0.2 $970k 1.4k 684.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $875k 4.2k 210.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $841k 1.7k 502.65
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $826k 21k 39.59
Alphabet Cap Stk Cl C (GOOG) 0.1 $826k 2.6k 313.81
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $814k 25k 32.73
Ishares Tr Core Msci Eafe (IEFA) 0.1 $810k 9.1k 89.46
Ge Aerospace Com New (GE) 0.1 $797k 2.6k 308.01
Truist Financial Corp equities (TFC) 0.1 $729k 15k 49.21
Alphabet Cap Stk Cl A (GOOGL) 0.1 $724k 2.3k 313.00
National Bankshares (NKSH) 0.1 $719k 21k 33.53
Wal-Mart Stores (WMT) 0.1 $699k 6.3k 111.41
Philip Morris International (PM) 0.1 $652k 4.1k 160.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $628k 922.00 681.56
Texas Pacific Land Corp (TPL) 0.1 $615k 2.1k 287.22
Ge Vernova (GEV) 0.1 $608k 930.00 653.79
Procter & Gamble Company (PG) 0.1 $579k 4.0k 143.31
CSX Corporation (CSX) 0.1 $573k 16k 36.25
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $570k 5.7k 99.88
Lowe's Companies (LOW) 0.1 $567k 2.4k 241.19
Johnson & Johnson (JNJ) 0.1 $536k 2.6k 206.92
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $534k 7.1k 75.43
Nike CL B (NKE) 0.1 $508k 8.0k 63.71
McDonald's Corporation (MCD) 0.1 $493k 1.6k 305.66
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $480k 15k 32.57
CVS Caremark Corporation (CVS) 0.1 $467k 5.9k 79.36
Udr (UDR) 0.1 $454k 12k 36.68
Cardinal Health (CAH) 0.1 $445k 2.2k 205.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $443k 3.6k 123.25
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $441k 1.6k 275.39
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $439k 3.2k 136.95
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $436k 8.7k 49.90
Danaher Corporation (DHR) 0.1 $432k 1.9k 228.92
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $413k 13k 32.89
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $411k 2.9k 141.05
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $409k 12k 32.94
Meta Platforms Cl A (META) 0.1 $407k 617.00 660.09
Capital One Financial (COF) 0.1 $399k 1.6k 242.36
Broadcom (AVGO) 0.1 $385k 1.1k 346.10
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $376k 4.8k 77.90
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $367k 1.3k 279.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $360k 5.5k 65.99
Abbott Laboratories (ABT) 0.1 $351k 2.8k 125.28
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $335k 6.1k 54.71
Corning Incorporated (GLW) 0.1 $318k 3.6k 87.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $311k 13k 23.37
Abbvie (ABBV) 0.1 $301k 1.3k 228.43
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $291k 1.4k 212.12
Raytheon Technologies Corp (RTX) 0.0 $289k 1.6k 183.40
Union Pacific Corporation (UNP) 0.0 $278k 1.2k 231.32
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $276k 2.3k 120.20
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $261k 2.9k 89.56
Carter Bankshares Com New (CARE) 0.0 $253k 13k 19.66
Williams Companies (WMB) 0.0 $243k 4.0k 60.11
Ishares Silver Tr Ishares (SLV) 0.0 $241k 3.7k 64.42
Ishares Tr Russell 3000 Etf (IWV) 0.0 $236k 611.00 386.85
Ishares Core Msci Emkt (IEMG) 0.0 $234k 3.5k 67.23
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $228k 1.3k 181.15
United Rentals (URI) 0.0 $227k 280.00 809.32
Atlantic Union B (AUB) 0.0 $220k 6.2k 35.30
Pfizer (PFE) 0.0 $214k 8.6k 24.90
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $211k 3.5k 59.93
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $211k 2.5k 83.61
Southern Company (SO) 0.0 $208k 2.4k 87.20
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $200k 1.7k 120.96