Vilga Financial Planning

Vilga Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Vilga Financial Planning

Vilga Financial Planning holds 81 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
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 17.9 $19M 299k 62.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.9 $5.1M 95k 53.76
NVIDIA Corporation (NVDA) 4.2 $4.4M 23k 186.50
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $4.2M 63k 66.00
Ishares Tr Core Msci Eafe (IEFA) 3.8 $3.9M 44k 89.46
Select Sector Spdr Tr State Street Tec (XLK) 3.6 $3.7M 26k 143.97
Apple (AAPL) 3.4 $3.6M 13k 271.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.9 $3.0M 40k 75.44
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 2.8 $3.0M 30k 99.52
Ishares Tr Ultra Short Dur (ICSH) 2.7 $2.8M 55k 50.58
Microsoft Corporation (MSFT) 2.6 $2.7M 5.5k 483.62
Ishares Core Msci Emkt (IEMG) 2.4 $2.5M 37k 67.22
Amazon (AMZN) 2.0 $2.1M 9.2k 230.82
Schwab Strategic Tr Us Tips Etf (SCHP) 2.0 $2.1M 78k 26.49
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $1.9M 6.6k 290.22
Alphabet Cap Stk Cl A (GOOGL) 1.7 $1.8M 5.8k 313.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $1.8M 2.8k 627.22
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $1.7M 5.0k 335.27
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 1.5 $1.5M 62k 24.90
Select Sector Spdr Tr State Street Com (XLC) 1.2 $1.3M 11k 117.72
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.2M 4.8k 257.95
Select Sector Spdr Tr State Street Fin (XLF) 1.2 $1.2M 22k 54.77
Select Sector Spdr Tr State Street Ind (XLI) 1.1 $1.2M 7.7k 155.12
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.2M 3.7k 313.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.1M 2.2k 502.65
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.0M 8.7k 120.18
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.0M 1.5k 684.95
Meta Platforms Cl A (META) 0.9 $992k 1.5k 660.09
Ishares Tr Calif Mun Bd Etf (CMF) 0.9 $989k 17k 57.46
Select Sector Spdr Tr State Street Con (XLY) 0.9 $989k 8.3k 119.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $986k 12k 83.75
Tesla Motors (TSLA) 0.9 $965k 2.1k 449.72
Broadcom (AVGO) 0.9 $913k 2.6k 346.10
Visa Com Cl A (V) 0.8 $869k 2.5k 350.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $809k 11k 73.56
Eli Lilly & Co. (LLY) 0.8 $793k 738.00 1074.68
Ishares Tr Msci Eafe Etf (EFA) 0.7 $780k 8.1k 96.03
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $773k 16k 48.32
Select Sector Spdr Tr State Street Hea (XLV) 0.7 $771k 5.0k 154.80
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $713k 12k 59.54
JPMorgan Chase & Co. (JPM) 0.7 $703k 2.2k 322.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $675k 2.2k 303.89
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $670k 17k 39.59
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $525k 3.7k 141.06
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $439k 13k 32.73
Bank of America Corporation (BAC) 0.4 $410k 7.5k 55.00
Spdr Gold Tr Gold Shs (GLD) 0.4 $396k 1.0k 396.31
Select Sector Spdr Tr State Street Con (XLP) 0.4 $394k 5.1k 77.68
Netflix (NFLX) 0.4 $371k 4.0k 93.76
Ge Aerospace Com New (GE) 0.3 $352k 1.1k 308.03
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $350k 8.2k 42.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $345k 3.9k 88.49
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $341k 2.4k 143.33
Home Depot (HD) 0.3 $338k 982.00 344.10
Exxon Mobil Corporation (XOM) 0.3 $332k 2.8k 120.34
Booking Holdings (BKNG) 0.3 $327k 61.00 5355.33
Johnson & Johnson (JNJ) 0.3 $325k 1.6k 206.95
Wal-Mart Stores (WMT) 0.3 $325k 2.9k 111.41
Costco Wholesale Corporation (COST) 0.3 $310k 360.00 862.34
Mastercard Incorporated Cl A (MA) 0.3 $308k 539.00 570.88
Abbvie (ABBV) 0.3 $302k 1.3k 228.49
Rocket Lab Corp (RKLB) 0.3 $293k 4.2k 69.76
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $289k 3.8k 77.02
Oracle Corporation (ORCL) 0.3 $262k 1.3k 194.91
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $257k 9.7k 26.42
Intuitive Surgical Com New (ISRG) 0.2 $254k 449.00 566.36
Raytheon Technologies Corp (RTX) 0.2 $253k 1.4k 183.40
Caterpillar (CAT) 0.2 $250k 436.00 572.87
Select Sector Spdr Tr State Street Mat (XLB) 0.2 $249k 5.5k 45.35
UnitedHealth (UNH) 0.2 $240k 728.00 330.11
Ishares Tr Msci Usa Value (VLUE) 0.2 $237k 1.7k 136.73
Palantir Technologies Cl A (PLTR) 0.2 $236k 1.3k 177.75
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $234k 515.00 453.36
Coca-Cola Company (KO) 0.2 $233k 3.3k 69.91
Ishares Tr Russell 2000 Etf (IWM) 0.2 $227k 920.00 246.16
Lowe's Companies (LOW) 0.2 $225k 932.00 241.16
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $220k 4.4k 50.32
Micron Technology (MU) 0.2 $218k 765.00 285.41
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $215k 6.6k 32.75
Select Sector Spdr Tr State Street Rea (XLRE) 0.2 $215k 5.3k 40.35
Walt Disney Company (DIS) 0.2 $203k 1.8k 113.77