Partners in Financial Planning

Partners in Financial Planning as of March 31, 2026

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 122 positions in its portfolio as reported in the March 2026 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 $77M 1.0M 73.64
Vanguard Index Fds Value Etf (VTV) 10.0 $60M 307k 196.20
Vanguard Index Fds Growth Etf (VUG) 9.9 $60M 136k 436.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.9 $59M 1.2M 48.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $51M 790k 64.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.2 $37M 477k 78.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.7 $22M 102k 217.25
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.4 $20M 67k 302.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $17M 306k 54.05
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.6 $15M 106k 145.79
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $14M 158k 88.68
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.2 $13M 290k 45.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $12M 237k 49.89
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $11M 35k 320.81
Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $11M 102k 106.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $8.1M 97k 82.75
Ishares Tr National Mun Etf (MUB) 1.1 $6.8M 64k 106.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $6.5M 11k 597.54
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $4.2M 43k 97.91
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $4.0M 14k 287.18
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $4.0M 70k 56.58
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $3.9M 50k 78.41
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $3.3M 71k 46.91
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $3.3M 16k 205.80
Ishares Tr Core Intl Aggr (IAGG) 0.5 $3.1M 62k 50.04
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $3.0M 32k 94.58
Vanguard Wellington Us Multifactor (VFMF) 0.5 $3.0M 19k 155.07
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $2.7M 105k 25.62
Norfolk Southern (NSC) 0.4 $2.7M 9.4k 287.00
Vanguard Index Fds Large Cap Etf (VV) 0.4 $2.6M 8.7k 298.86
Exxon Mobil Corporation (XOM) 0.4 $2.1M 13k 169.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.0M 27k 75.10
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.8M 19k 96.62
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.8M 6.7k 261.92
Chevron Corporation (CVX) 0.3 $1.6M 7.6k 206.91
Apple (AAPL) 0.3 $1.6M 6.1k 253.78
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $1.5M 50k 29.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.4M 19k 77.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.4M 3.3k 426.45
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.4M 18k 77.18
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $1.3M 30k 44.40
Ishares Tr U S Equity Factr (LRGF) 0.2 $1.2M 19k 66.00
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.2M 19k 62.45
Steel Dynamics (STLD) 0.2 $1.2M 6.6k 180.00
Amazon (AMZN) 0.2 $1.2M 5.7k 208.27
Ferguson Enterprises Common Stock New (FERG) 0.2 $1.2M 5.0k 233.26
Tesla Motors (TSLA) 0.2 $1.1M 3.1k 371.75
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.1M 11k 97.13
Texas Pacific Land Corp (TPL) 0.2 $1.0M 2.1k 474.56
Microsoft Corporation (MSFT) 0.2 $971k 2.6k 370.12
Edwards Lifesciences (EW) 0.2 $928k 12k 80.08
Ishares Tr Core S&p500 Etf (IVV) 0.2 $926k 1.4k 653.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $890k 4.2k 213.67
Ge Vernova (GEV) 0.1 $867k 993.00 872.66
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $846k 25k 33.97
Ishares Tr Core Msci Eafe (IEFA) 0.1 $820k 9.1k 90.53
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $812k 21k 38.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $802k 1.7k 479.20
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $796k 11k 75.65
Wal-Mart Stores (WMT) 0.1 $793k 6.4k 124.28
Truist Financial Corp equities (TFC) 0.1 $785k 17k 45.97
Alphabet Cap Stk Cl C (GOOG) 0.1 $785k 2.7k 286.81
National Bankshares (NKSH) 0.1 $780k 21k 36.41
Ge Aerospace Com New (GE) 0.1 $779k 2.7k 283.81
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $765k 16k 47.93
Alphabet Cap Stk Cl A (GOOGL) 0.1 $676k 2.3k 287.57
Philip Morris International (PM) 0.1 $672k 4.1k 165.34
Johnson & Johnson (JNJ) 0.1 $652k 2.7k 244.41
CSX Corporation (CSX) 0.1 $649k 16k 41.05
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $627k 1.6k 391.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $600k 923.00 650.42
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $594k 18k 33.86
Procter & Gamble Company (PG) 0.1 $592k 4.1k 144.43
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $567k 5.7k 99.26
Lowe's Companies (LOW) 0.1 $567k 2.4k 236.27
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $503k 14k 35.04
Corning Incorporated (GLW) 0.1 $494k 3.6k 135.97
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $461k 8.7k 52.78
Cardinal Health (CAH) 0.1 $457k 2.2k 211.31
McDonald's Corporation (MCD) 0.1 $439k 1.4k 310.82
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $425k 2.9k 145.76
CVS Caremark Corporation (CVS) 0.1 $423k 5.9k 71.82
Nike CL B (NKE) 0.1 $421k 8.0k 52.82
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $418k 12k 33.67
Udr (UDR) 0.1 $418k 12k 33.78
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $411k 3.2k 128.10
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $400k 3.2k 124.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $397k 3.5k 113.12
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $387k 14k 27.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $379k 5.6k 67.53
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $378k 4.9k 77.38
Danaher Corporation (DHR) 0.1 $370k 2.0k 189.37
Meta Platforms Cl A (META) 0.1 $357k 624.00 572.13
Broadcom (AVGO) 0.1 $344k 1.1k 309.51
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $340k 6.0k 56.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $339k 1.3k 257.26
Ishares Tr Msci Int Quality (IQLT) 0.1 $328k 7.1k 46.23
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $316k 8.1k 38.96
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $311k 13k 23.22
Raytheon Technologies Corp (RTX) 0.1 $304k 1.6k 192.90
Williams Companies (WMB) 0.0 $294k 4.0k 72.78
Carter Bankshares Com New (CARE) 0.0 $292k 13k 23.32
Union Pacific Corporation (UNP) 0.0 $291k 1.2k 242.62
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $287k 1.4k 211.17
Abbott Laboratories (ABT) 0.0 $287k 2.8k 102.66
Abbvie (ABBV) 0.0 $286k 1.3k 217.45
Capital One Financial (COF) 0.0 $282k 1.5k 182.43
Ishares Silver Tr Ishares (SLV) 0.0 $274k 4.0k 68.14
Ishares Core Msci Emkt (IEMG) 0.0 $274k 3.9k 69.76
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $258k 2.9k 88.49
Pfizer (PFE) 0.0 $242k 8.6k 28.08
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $239k 1.3k 189.61
Southern Company (SO) 0.0 $230k 2.4k 96.52
Ishares Tr Russell 3000 Etf (IWV) 0.0 $227k 611.00 370.68
Altria (MO) 0.0 $224k 3.4k 65.99
Atlantic Union B (AUB) 0.0 $223k 6.3k 35.74
Mondelez Intl Cl A (MDLZ) 0.0 $214k 3.7k 57.64
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $211k 3.5k 59.55
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $208k 2.5k 82.43
United Rentals (URI) 0.0 $204k 280.00 728.56
Pepsi (PEP) 0.0 $203k 1.3k 155.25
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $201k 8.5k 23.65