Partners in Financial Planning

Partners in Financial Planning as of June 30, 2026

Portfolio Holdings for Partners in Financial Planning

Partners in Financial Planning holds 131 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 11.8 $78M 1.1M 73.41
Vanguard Growth Etf Growth Etf (VUG) 10.8 $71M 825k 86.14
Vanguard Value Etf Value Etf (VTV) 9.9 $65M 300k 217.93
Vanguard Total International Bond Etf Total Int Bd Etf (BNDX) 9.5 $62M 1.3M 48.43
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 8.3 $55M 772k 71.25
Vanguard Short-term Bond Etf Short Trm Bond (BSV) 5.8 $38M 489k 77.91
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK) 3.7 $24M 66k 365.70
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR) 3.7 $24M 100k 242.99
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) 2.7 $18M 303k 59.69
Vanguard Ftse All-world Ex-us Small-cap Etf Ftse Smcap Etf (VSS) 2.5 $16M 105k 154.29
Vanguard Real Estate Etf Real Estate Etf (VNQ) 2.4 $16M 161k 96.45
State Street Spdr Portfolio Developed World Ex-us Etf St Str Po Ex Etf (SPDW) 2.2 $15M 291k 50.39
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB) 2.0 $13M 262k 50.58
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 2.0 $13M 36k 370.04
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB) 1.8 $12M 110k 106.47
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT) 1.3 $8.3M 101k 82.65
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 1.1 $7.5M 11k 686.82
Ishares National Muni Bond Etf National Mun Etf (MUB) 1.0 $6.9M 64k 107.62
State Street Spdr Portfolio S&p 500 Growth Etf ST STR P500GRW (SPYG) 0.7 $4.9M 41k 118.99
Vanguard Mid-cap Etf Mid Cap Etf (VO) 0.7 $4.5M 56k 80.57
State Street Spdr Portfolio S&p 500 Value Etf St Str P500val (SPYV) 0.7 $4.3M 71k 60.79
Ishares Msci Eafe Small-cap Etf Eafe Sml Cp Etf (SCZ) 0.6 $4.2M 52k 82.27
Vanguard Extended Market Etf Extend Mkt Etf (VXF) 0.6 $3.8M 16k 246.21
State Street Spdr Portfolio Emerging Markets Etf St Port Mark Etf (SPEM) 0.6 $3.7M 72k 51.78
State Street Spdr S&p 600 Small Cap Value Etf ST STR SP600SM C (SLYV) 0.5 $3.5M 32k 109.11
Vanguard U.s. Multifactor Etf Us Multifactor (VFMF) 0.5 $3.4M 19k 176.97
Ishares Core International Aggregate Bond Etf Core Intl Aggr (IAGG) 0.5 $3.3M 66k 50.60
Vanguard Large-cap Etf Large Cap Etf (VV) 0.5 $3.0M 8.7k 343.89
Norfolk Southern (NSC) 0.4 $2.9M 9.4k 314.59
State Street Spdr Portfolio Aggregate Bond Etf St Str Aggre Etf (SPAB) 0.4 $2.7M 106k 25.52
State Street Spdr S&p 500 Etf Tr Unit (SPY) 0.3 $2.3M 3.0k 746.65
State Street Spdr S&p 600 Small Cap Growth Etf St Str Sp600grwo (SLYG) 0.3 $2.2M 18k 119.13
Vanguard Ftse All-world Ex-us Index Fund Allwrld Ex Us (VEU) 0.3 $2.1M 25k 83.75
Vanguard Small-cap Etf Small Cp Etf (VB) 0.3 $2.0M 6.7k 303.11
Exxon Mobil Corporation (XOM) 0.3 $1.7M 13k 136.72
Apple (AAPL) 0.3 $1.7M 5.9k 289.37
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.2 $1.6M 13k 124.17
Seagate Technology Hldngs Plc Ord Ord Shs (STX) 0.2 $1.5M 1.6k 965.00
Steel Dynamics (STLD) 0.2 $1.5M 6.4k 229.46
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS) 0.2 $1.5M 17k 85.49
Ishares U.s. Equity Factor Etf U S Equity Factr (LRGF) 0.2 $1.4M 19k 75.63
Amazon (AMZN) 0.2 $1.4M 5.7k 238.34
Vanguard Global Ex-u.s. Real Estate Etf Glb Ex Us Etf (VNQI) 0.2 $1.3M 29k 44.87
Tesla Motors (TSLA) 0.2 $1.3M 3.1k 420.60
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT) 0.2 $1.3M 18k 69.90
Chevron Corporation (CVX) 0.2 $1.3M 7.6k 165.75
Vanguard Intermediate-term Bond Etf Intermed Term (BIV) 0.2 $1.2M 16k 76.70
Ferguson Enterprises Common Stock New (FERG) 0.2 $1.2M 5.0k 237.33
State Street Spdr Portfolio Short Term Treasury Etf St Sho Treas Etf (SPTS) 0.2 $1.2M 40k 29.01
Ge Vernova (GEV) 0.2 $1.2M 985.00 1174.87
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.2 $1.1M 1.4k 748.96
Edwards Lifesciences (EW) 0.2 $1.0M 12k 90.46
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.2 $1.0M 9.8k 103.88
Ge Aerospace Com New (GE) 0.2 $1.0M 2.7k 373.75
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.2 $1.0M 4.2k 242.41
Microsoft Corporation (MSFT) 0.1 $978k 2.6k 372.97
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.1 $967k 2.7k 353.33
Texas Pacific Land Corp (TPL) 0.1 $937k 2.1k 437.64
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX) 0.1 $925k 25k 36.84
Dimensional National Municipal Bond Etf Natl Mun Bd Etf (DFNM) 0.1 $924k 19k 48.33
Dimensional U.s. Core Equity 2 Etf Us Cor Equ 2 Etf (DFAC) 0.1 $920k 21k 44.36
Corning Incorporated (GLW) 0.1 $920k 3.6k 255.43
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.1 $895k 9.3k 96.58
Truist Financial Corp equities (TFC) 0.1 $852k 17k 49.82
Vanguard 0-3 Month Treasury Bill Etf 0 3 Mo Tr Bi Etf (VBIL) 0.1 $851k 11k 75.68
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.1 $840k 2.3k 357.39
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.1 $838k 1.7k 500.39
National Bankshares (NKSH) 0.1 $779k 21k 36.33
CSX Corporation (CSX) 0.1 $752k 16k 47.53
Philip Morris International (PM) 0.1 $736k 4.1k 180.91
Wal-Mart Stores (WMT) 0.1 $722k 6.4k 113.26
Dimensional Emerging Core Equity Market Etf Emgr Cre Eqt Mng (DFAE) 0.1 $719k 18k 40.21
Johnson & Johnson (JNJ) 0.1 $677k 2.7k 253.95
CVS Caremark Corporation (CVS) 0.1 $609k 5.9k 103.45
Procter & Gamble Company (PG) 0.1 $602k 4.1k 146.63
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.1 $567k 5.7k 98.98
Dimensional Us Small Cap Value Etf Us Small Cap Etf (DFSV) 0.1 $559k 14k 38.79
Lowe's Companies (LOW) 0.1 $529k 2.4k 220.45
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 0.1 $516k 2.4k 212.79
Cardinal Health (CAH) 0.1 $514k 2.2k 237.56
Udr (UDR) 0.1 $494k 12k 39.92
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.1 $483k 3.5k 137.53
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS) 0.1 $480k 2.9k 164.58
Dimensional International Value Etf Internatnal Val (DFIV) 0.1 $476k 8.8k 54.02
Ishares Russell Mid-cap Growth Etf Rus Md Cp Gr Etf (IWP) 0.1 $469k 3.2k 146.42
Dimensional International Small Cap Etf Intl Small Cap E (DFIS) 0.1 $448k 13k 35.03
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.1 $436k 5.6k 77.11
Schwab Fundamental U.s. Large Company Etf Fundamental Us L (FNDX) 0.1 $430k 14k 31.10
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) 0.1 $429k 2.9k 148.32
Broadcom (AVGO) 0.1 $424k 1.1k 377.75
Carter Bankshares Com New (CARE) 0.1 $418k 12k 34.01
Vanguard Mid-cap Growth Etf Mcap Gr Idxvip (VOT) 0.1 $403k 1.3k 306.23
McDonald's Corporation (MCD) 0.1 $382k 1.4k 270.34
Vanguard Core Bond Etf Core Bd Etf (VCRB) 0.1 $379k 4.9k 77.24
Danaher Corporation (DHR) 0.1 $372k 2.0k 190.59
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM) 0.1 $356k 5.2k 68.42
Meta Platforms Inc Cl A Cl A (META) 0.1 $353k 627.00 563.29
Ishares Msci Intl Quality Factor Etf Msci Intl Qualty (IQLT) 0.1 $352k 7.1k 49.55
Dimensional International Core Equity Market Etf Intl Core Eqt Mk (DFAI) 0.1 $338k 8.2k 41.25
Abbvie (ABBV) 0.1 $331k 1.3k 251.62
Nike Inc Cl B CL B (NKE) 0.0 $327k 8.0k 41.05
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) 0.0 $327k 3.9k 82.85
Union Pacific Corporation (UNP) 0.0 $326k 1.2k 272.00
United Rentals (URI) 0.0 $317k 280.00 1132.89
Schwab Us Aggregate Bond Etf Us Aggregate B (SCHZ) 0.0 $315k 14k 23.13
Capital One Financial (COF) 0.0 $310k 1.5k 200.62
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.0 $310k 1.4k 227.06
Williams Companies (WMB) 0.0 $301k 4.0k 74.34
Raytheon Technologies Corp (RTX) 0.0 $299k 1.6k 189.73
Ishares Core 80/20 Aggressive Allocation Etf Core 80 20 Etf (AOA) 0.0 $286k 2.9k 97.61
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN) 0.0 $279k 1.3k 221.18
Caterpillar (CAT) 0.0 $271k 254.00 1064.90
Atlantic Union B (AUB) 0.0 $265k 6.3k 42.31
Ishares Russell 3000 Etf Russell 3000 Etf (IWV) 0.0 $261k 611.00 426.40
Abbott Laboratories (ABT) 0.0 $254k 2.8k 90.73
State Street Spdr S&p Dividend Etf St Str Sp Div (SDY) 0.0 $248k 1.6k 152.20
Altria (MO) 0.0 $245k 3.4k 71.95
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ) 0.0 $233k 2.6k 90.10
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY) 0.0 $231k 796.00 290.62
Southern Company (SO) 0.0 $228k 2.4k 95.71
Dimensional Us Real Estate Etf Us Real Esta Etf (DFAR) 0.0 $224k 8.6k 26.16
Vanguard Ftse Europe Etf Ftse Europe Etf (VGK) 0.0 $224k 2.5k 88.53
Citizens Financial (CFG) 0.0 $223k 3.2k 70.07
Ishares Silver Trust Ishares (SLV) 0.0 $220k 4.1k 53.47
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV) 0.0 $219k 1.7k 132.26
Ishares Russell Midcap Etf Rus Mid Cap Etf (IWR) 0.0 $216k 2.0k 110.33
Mondelez Intl Inc Cl A Cl A (MDLZ) 0.0 $214k 3.7k 57.84
Pfizer (PFE) 0.0 $207k 8.6k 24.08
Ishares Select U.s. Reit Etf Select Us Reit (ICF) 0.0 $206k 3.0k 67.63
Dominion Resources (D) 0.0 $203k 3.0k 68.29
Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE) 0.0 $201k 1.0k 197.58