Vested Financial Planning

Vested Financial Planning as of March 31, 2025

Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 25 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 34.3 $34M 1.0M 32.99
Dimensional Etf Trust World Ex Us Core (DFAX) 15.2 $15M 580k 26.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.4 $11M 22k 513.90
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 8.7 $8.7M 183k 47.57
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.8 $6.8M 162k 42.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.8 $4.8M 131k 36.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.2 $4.2M 86k 49.62
Vanguard Index Fds Extend Mkt Etf (VXF) 2.4 $2.4M 14k 172.26
Apple (AAPL) 2.4 $2.4M 11k 222.13
Dimensional Etf Trust Global Ex Us Cor (DFGX) 2.3 $2.3M 43k 52.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.5 $1.5M 39k 39.37
Ishares Tr Core Total Usd (IUSB) 0.8 $841k 18k 46.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $828k 3.0k 274.86
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $622k 6.3k 98.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $541k 967.00 559.60
Ishares Tr Core Intl Aggr (IAGG) 0.5 $510k 10k 49.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $492k 1.1k 468.92
Ishares Tr Msci Eafe Etf (EFA) 0.4 $410k 5.0k 81.74
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $378k 3.9k 95.82
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $314k 2.7k 115.93
Airbnb Com Cl A (ABNB) 0.3 $259k 2.2k 119.46
Vanguard World Inf Tech Etf (VGT) 0.2 $250k 461.00 542.38
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $223k 8.5k 26.26
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $219k 2.7k 81.69
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $208k 4.2k 49.80