Vilga Financial Planning

Vilga Financial Planning as of March 31, 2026

Portfolio Holdings for Vilga Financial Planning

Vilga Financial Planning holds 83 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
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 18.2 $20M 317k 64.08
Schwab Strategic Tr Us Tips Etf (SCHP) 5.4 $6.0M 225k 26.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.0 $5.6M 103k 54.05
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $4.9M 73k 67.53
NVIDIA Corporation (NVDA) 3.6 $4.1M 23k 174.40
Ishares Tr Ultra Short Dur (ICSH) 3.6 $4.0M 79k 50.62
Ishares Tr Core Msci Eafe (IEFA) 3.6 $4.0M 44k 90.53
Select Sector Spdr Tr State Street Tec (XLK) 3.1 $3.4M 26k 132.90
Apple (AAPL) 3.0 $3.3M 13k 253.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.7 $3.1M 40k 77.11
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 2.6 $2.9M 29k 100.17
Vanguard Index Fds Value Etf (VTV) 2.4 $2.7M 14k 196.20
Ishares Core Msci Emkt (IEMG) 2.3 $2.6M 37k 69.75
Microsoft Corporation (MSFT) 1.7 $1.9M 5.2k 370.17
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $1.9M 6.6k 287.18
Amazon (AMZN) 1.7 $1.9M 9.2k 208.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $1.8M 3.1k 597.63
Alphabet Cap Stk Cl A (GOOGL) 1.5 $1.7M 5.8k 287.56
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.6M 5.0k 320.81
Select Sector Spdr Tr State Street Com (XLC) 1.1 $1.3M 11k 110.86
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.2M 4.8k 261.92
Select Sector Spdr Tr State Street Ind (XLI) 1.1 $1.2M 7.7k 161.73
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.1M 8.7k 124.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.1M 2.2k 479.20
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.1M 3.7k 286.86
Select Sector Spdr Tr State Street Fin (XLF) 1.0 $1.1M 22k 49.37
Ishares Tr Calif Mun Bd Etf (CMF) 0.9 $1.1M 19k 56.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $1.0M 12k 82.75
Ishares Tr Core S&p500 Etf (IVV) 0.9 $988k 1.5k 653.36
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.9 $965k 20k 48.05
Select Sector Spdr Tr State Street Con (XLY) 0.9 $953k 8.7k 108.98
Meta Platforms Cl A (META) 0.8 $867k 1.5k 572.13
Broadcom (AVGO) 0.7 $827k 2.7k 309.51
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $826k 11k 75.10
Tesla Motors (TSLA) 0.7 $798k 2.1k 371.75
Ishares Tr Msci Eafe Etf (EFA) 0.7 $789k 8.1k 97.13
Select Sector Spdr Tr State Street Hea (XLV) 0.7 $775k 5.3k 146.61
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.7 $751k 2.2k 337.95
Visa Com Cl A (V) 0.7 $751k 2.5k 302.24
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $748k 12k 62.45
Eli Lilly & Co. (LLY) 0.6 $679k 738.00 919.77
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $657k 17k 38.86
JPMorgan Chase & Co. (JPM) 0.6 $642k 2.2k 294.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $515k 3.7k 138.32
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $455k 13k 33.97
Exxon Mobil Corporation (XOM) 0.4 $437k 2.6k 169.66
Spdr Gold Tr Gold Shs (GLD) 0.4 $430k 1.0k 430.29
Select Sector Spdr Tr State Street Con (XLP) 0.4 $419k 5.1k 81.98
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $381k 8.3k 45.89
Bank of America Corporation (BAC) 0.3 $376k 7.7k 48.75
Johnson & Johnson (JNJ) 0.3 $373k 1.5k 244.44
Netflix (NFLX) 0.3 $368k 3.8k 96.15
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $358k 5.8k 61.26
Wal-Mart Stores (WMT) 0.3 $355k 2.9k 124.28
Costco Wholesale Corporation (COST) 0.3 $353k 354.00 996.43
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $347k 2.4k 145.79
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $345k 3.9k 88.70
Ge Aerospace Com New (GE) 0.3 $324k 1.1k 283.77
Home Depot (HD) 0.3 $316k 960.00 328.89
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $303k 3.8k 80.58
Abbvie (ABBV) 0.3 $287k 1.3k 217.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $283k 1.3k 217.25
Caterpillar (CAT) 0.3 $281k 396.00 708.46
Raytheon Technologies Corp (RTX) 0.3 $281k 1.5k 192.90
Select Sector Spdr Tr State Street Mat (XLB) 0.2 $278k 5.6k 49.97
Rocket Lab Corp (RKLB) 0.2 $270k 4.2k 64.22
Micron Technology (MU) 0.2 $268k 792.00 337.84
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $267k 1.4k 184.28
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $259k 9.7k 26.58
Coca-Cola Company (KO) 0.2 $254k 3.3k 76.05
Booking Holdings (BKNG) 0.2 $248k 59.00 4210.32
Ishares Tr Msci Usa Value (VLUE) 0.2 $246k 1.7k 142.19
Mastercard Incorporated Cl A (MA) 0.2 $242k 485.00 499.66
Merck & Co (MRK) 0.2 $232k 1.9k 120.29
Lowe's Companies (LOW) 0.2 $231k 976.00 236.28
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $230k 515.00 446.54
Ishares Tr Russell 2000 Etf (IWM) 0.2 $228k 920.00 248.00
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $220k 4.4k 50.34
Select Sector Spdr Tr State Street Rea (XLRE) 0.2 $220k 5.4k 40.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $217k 6.6k 32.95
Intuitive Surgical Com New (ISRG) 0.2 $211k 458.00 460.99
UnitedHealth (UNH) 0.2 $207k 764.00 270.59
Advanced Micro Devices (AMD) 0.2 $200k 985.00 203.43