Vested Financial Planning

Vested Financial Planning as of June 30, 2025

Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 28 positions in its portfolio as reported in the June 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) 30.5 $34M 958k 35.84
Dimensional Etf Trust World Ex Us Core (DFAX) 14.3 $16M 546k 29.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.5 $14M 25k 568.03
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.8 $8.8M 186k 47.43
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $6.3M 150k 42.26
Dimensional Etf Trust Us High Profitab (DUHP) 5.3 $5.9M 167k 35.56
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.6 $5.2M 128k 40.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.5 $5.1M 103k 49.03
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $3.3M 17k 192.71
Apple (AAPL) 2.0 $2.2M 11k 205.17
Dimensional Etf Trust Global Ex Us Cor (DFGX) 1.7 $1.9M 36k 53.36
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.5 $1.7M 40k 42.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $916k 3.0k 303.96
Ishares Tr Core Total Usd (IUSB) 0.7 $799k 17k 46.23
Dimensional Etf Trust Global Core Plus (DFGP) 0.7 $797k 15k 54.49
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $637k 6.4k 99.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $605k 980.00 617.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $579k 1.1k 551.64
Ishares Tr Msci Eafe Etf (EFA) 0.4 $453k 5.1k 89.38
Ishares Tr Core Intl Aggr (IAGG) 0.4 $450k 8.8k 51.09
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $427k 3.9k 108.36
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $376k 2.9k 128.50
Airbnb Com Cl A (ABNB) 0.3 $330k 2.5k 132.34
Vanguard World Inf Tech Etf (VGT) 0.3 $306k 461.00 663.28
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $239k 2.7k 89.22
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $227k 8.4k 26.83
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $209k 2.5k 83.40
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $206k 4.2k 49.42