Vested Financial Planning

Vested Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 30 positions in its portfolio as reported in the December 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) 29.9 $39M 982k 39.59
Dimensional Etf Trust World Ex Us Core (DFAX) 14.0 $18M 554k 32.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.6 $16M 26k 627.12
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.6 $9.8M 204k 48.17
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $7.3M 171k 42.56
Dimensional Etf Trust Us High Profitab (DUHP) 4.9 $6.4M 168k 38.03
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.7 $6.1M 138k 44.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.3 $5.5M 110k 50.29
Vanguard Index Fds Extend Mkt Etf (VXF) 2.9 $3.7M 18k 209.12
Apple (AAPL) 2.0 $2.6M 9.7k 271.86
Dimensional Etf Trust Global Ex Us Cor (DFGX) 1.6 $2.1M 40k 52.63
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.5 $2.0M 43k 46.81
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.5M 4.4k 335.29
Ishares Tr Core Univrsl Usd (IUSB) 1.0 $1.3M 28k 46.54
Dimensional Etf Trust Global Core Plus (DFGP) 0.7 $894k 17k 54.07
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $868k 6.2k 141.05
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $864k 8.7k 99.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $824k 1.2k 681.79
Ishares Tr Core Intl Aggr (IAGG) 0.5 $702k 14k 50.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $645k 1.1k 614.31
Ishares Tr Msci Eafe Etf (EFA) 0.5 $633k 6.6k 96.03
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $487k 4.0k 121.28
Roblox Corp Cl A (RBLX) 0.3 $361k 4.5k 81.03
Vanguard World Inf Tech Etf (VGT) 0.3 $348k 461.00 753.78
Airbnb Com Cl A (ABNB) 0.2 $291k 2.1k 135.72
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $260k 2.9k 89.56
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $260k 2.7k 95.09
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $247k 9.3k 26.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $211k 3.4k 62.47
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $210k 4.2k 50.38