Vested Financial Planning

Vested Financial Planning as of Dec. 31, 2024

Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 36.0 $38M 1.1M 34.59
Dimensional Etf Trust World Ex Us Core (DFAX) 15.0 $16M 636k 24.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.2 $12M 22k 538.80
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 8.5 $8.9M 187k 47.77
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.3 $6.7M 162k 41.27
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.2 $4.4M 130k 34.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.0 $4.3M 85k 50.13
Apple (AAPL) 2.6 $2.8M 11k 250.42
Vanguard Index Fds Extend Mkt Etf (VXF) 2.5 $2.6M 14k 189.98
Dimensional Etf Trust Global Ex Us Cor (DFGX) 2.1 $2.3M 43k 52.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.4 $1.5M 38k 38.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $873k 3.0k 289.84
Ishares Tr Core Total Usd (IUSB) 0.8 $825k 18k 45.20
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $601k 6.2k 96.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $561k 957.00 586.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $537k 1.1k 511.23
Ishares Tr Esg Msci Leadr (SUSL) 0.5 $533k 5.2k 103.05
Ishares Tr Core Intl Aggr (IAGG) 0.5 $509k 10k 49.92
Ishares Tr Msci Eafe Etf (EFA) 0.4 $376k 5.0k 75.61
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $374k 3.2k 117.48
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.3 $287k 5.7k 50.07
Vanguard World Inf Tech Etf (VGT) 0.3 $287k 461.00 621.80
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $267k 3.5k 76.14
Airbnb Com Cl A (ABNB) 0.2 $262k 2.0k 131.41
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $228k 8.9k 25.54