Vested Financial Planning

Vested Financial Planning as of March 31, 2026

Portfolio Holdings for Vested Financial Planning

Vested Financial Planning holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 29.0 $38M 981k 38.86
Dimensional Etf Trust World Ex Us Core (DFAX) 14.2 $19M 551k 33.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.6 $17M 28k 597.55
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.4 $9.7M 203k 47.93
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $7.4M 174k 42.22
Spdr Index Shs Fds State Street Spd (SPDW) 5.2 $6.9M 150k 45.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 5.1 $6.7M 135k 49.89
Dimensional Etf Trust Us High Profitab (DUHP) 4.7 $6.2M 169k 36.76
Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $4.0M 20k 205.80
Apple (AAPL) 1.9 $2.4M 9.7k 253.79
Dimensional Etf Trust Dimensional Inte (DFGX) 1.7 $2.2M 42k 52.45
Spdr Index Shs Fds State Street Spd (SPEM) 1.7 $2.2M 47k 46.91
Ishares Tr Core Univrsl Usd (IUSB) 1.2 $1.5M 33k 46.19
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.4M 4.4k 320.83
Dimensional Etf Trust Global Core Plus (DFGP) 0.7 $927k 17k 53.99
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $874k 8.8k 99.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $862k 6.2k 138.31
Ishares Tr Core Intl Aggr (IAGG) 0.7 $859k 17k 50.04
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $795k 1.2k 650.30
Ishares Tr Msci Eafe Etf (EFA) 0.5 $646k 6.7k 97.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $606k 1.1k 577.18
Vanguard World Inf Tech Etf (VGT) 0.2 $322k 461.00 697.72
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $290k 2.5k 113.62
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $274k 10k 26.58
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $274k 3.1k 88.49
Airbnb Com Cl A (ABNB) 0.2 $271k 2.1k 126.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $216k 3.4k 64.08