Quantum Financial Planning Services

Quantum Financial Planning Services as of March 31, 2025

Portfolio Holdings for Quantum Financial Planning Services

Quantum Financial Planning Services holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 32.2 $59M 746k 78.94
Vanguard Index Fds Growth Etf (VUG) 25.0 $46M 124k 370.82
Spdr Ser Tr Portfolio S&p500 (SPYM) 16.0 $29M 445k 65.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.0 $24M 323k 73.45
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.1 $5.7M 74k 77.43
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $2.7M 52k 51.49
Costco Wholesale Corporation (COST) 1.2 $2.3M 2.4k 945.21
Apple (AAPL) 1.0 $1.8M 8.1k 222.14
Microsoft Corporation (MSFT) 0.8 $1.5M 3.9k 375.53
Amazon (AMZN) 0.7 $1.2M 6.5k 190.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $923k 15k 62.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $572k 1.2k 469.09
Exxon Mobil Corporation (XOM) 0.3 $557k 4.7k 118.94
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $542k 5.5k 97.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $470k 883.00 532.58
Alphabet Cap Stk Cl A (GOOGL) 0.3 $460k 3.0k 154.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $426k 4.7k 90.54
Home Depot (HD) 0.2 $400k 1.1k 366.42
Fiserv (FI) 0.2 $390k 1.8k 220.83
Metropcs Communications (TMUS) 0.2 $375k 1.4k 264.94
Oracle Corporation (ORCL) 0.2 $367k 2.6k 139.80
Vanguard Index Fds Value Etf (VTV) 0.2 $354k 2.1k 172.70
Blackrock (BLK) 0.2 $345k 365.00 945.24
Alphabet Cap Stk Cl C (GOOG) 0.2 $343k 2.2k 156.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $340k 662.00 514.03
Capital Group Core Balanced SHS (CGBL) 0.2 $333k 11k 30.98
Honeywell International (HON) 0.2 $295k 1.4k 211.77
Boeing Company (BA) 0.2 $292k 1.7k 170.57
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $272k 4.6k 58.98
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $271k 3.5k 78.28
Ishares Tr Core S&p500 Etf (IVV) 0.1 $268k 478.00 561.58
Servicenow (NOW) 0.1 $267k 335.00 796.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $251k 5.1k 49.62
Vanguard World Inf Tech Etf (VGT) 0.1 $221k 407.00 542.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $218k 10k 21.53
Booking Holdings (BKNG) 0.1 $210k 45.00 4655.80
BlackRock MuniYield New York Insured Fnd (MYN) 0.1 $120k 12k 9.93
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.1 $114k 31k 3.69