Vilga Financial Planning

Vilga Financial Planning as of June 30, 2026

Portfolio Holdings for Vilga Financial Planning

Vilga Financial Planning holds 93 positions in its portfolio as reported in the June 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) 17.9 $24M 332k 71.25
Schwab Strategic Tr Us Tips Etf (SCHP) 5.2 $6.9M 259k 26.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $5.7M 96k 59.69
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $5.6M 73k 77.11
Select Sector Spdr Tr St Str Techn Etf (XLK) 3.7 $4.9M 26k 190.52
NVIDIA Corporation (NVDA) 3.6 $4.7M 24k 200.09
Ishares Tr Ultra Short Dur (ICSH) 3.4 $4.4M 88k 50.58
Ishares Tr Core Msci Eafe (IEFA) 3.3 $4.4M 45k 96.58
Apple (AAPL) 2.9 $3.8M 13k 289.37
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 2.6 $3.4M 28k 121.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.6 $3.4M 40k 85.49
Ishares Core Msci Emkt (IEMG) 2.4 $3.2M 38k 82.84
Vanguard Index Fds Value Etf (VTV) 2.2 $2.9M 14k 217.93
Amazon (AMZN) 1.7 $2.2M 9.4k 238.34
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $2.1M 26k 80.57
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.1M 5.9k 357.37
Micron Technology (MU) 1.6 $2.1M 1.8k 1154.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $2.0M 2.9k 686.91
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.9M 5.0k 370.04
Microsoft Corporation (MSFT) 1.4 $1.9M 5.0k 373.02
Select Sector Spdr Tr St Str Indl Etf (XLI) 1.1 $1.5M 7.8k 185.23
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.4M 4.8k 303.12
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.3M 3.8k 353.33
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.3M 8.7k 148.31
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.9 $1.3M 2.6k 477.57
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.9 $1.2M 11k 107.13
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.9 $1.2M 22k 53.61
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.1M 1.5k 748.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $1.1M 22k 48.43
Ishares Tr Calif Mun Bd Etf (CMF) 0.8 $1.1M 19k 57.64
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.8 $1.1M 9.0k 117.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.1M 2.1k 500.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.0M 12k 82.65
Broadcom (AVGO) 0.8 $1.0M 2.7k 377.75
Tesla Motors (TSLA) 0.7 $930k 2.2k 420.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $921k 11k 83.75
Eli Lilly & Co. (LLY) 0.7 $885k 738.00 1199.43
Select Sector Spdr Tr St Str Care Etf (XLV) 0.7 $865k 5.5k 158.66
Visa Com Cl A (V) 0.7 $863k 2.5k 343.09
Meta Platforms Cl A (META) 0.6 $855k 1.5k 563.29
Ishares Tr Msci Eafe Etf (EFA) 0.6 $844k 8.1k 103.88
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $837k 12k 69.90
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.6 $750k 17k 44.36
JPMorgan Chase & Co. (JPM) 0.6 $730k 2.2k 327.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $585k 3.7k 156.95
Advanced Micro Devices (AMD) 0.4 $567k 976.00 580.91
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $494k 13k 36.84
Flex Ord (FLEX) 0.4 $486k 3.0k 162.07
Bank of America Corporation (BAC) 0.3 $449k 7.9k 56.98
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.3 $444k 5.3k 83.07
Rocket Lab Corp (RKLB) 0.3 $427k 4.2k 101.65
Caterpillar (CAT) 0.3 $417k 392.00 1064.90
Ge Aerospace Com New (GE) 0.3 $395k 1.1k 373.73
Johnson & Johnson (JNJ) 0.3 $392k 1.5k 253.97
Select Sector Spdr Tr St Str Util Etf (XLU) 0.3 $383k 8.5k 45.34
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $375k 3.9k 96.43
Spdr Gold Tr Gold Shs (GLD) 0.3 $368k 1.0k 368.38
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $367k 2.4k 154.29
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $362k 3.8k 96.49
Costco Wholesale Corporation (COST) 0.3 $357k 382.00 935.47
UnitedHealth (UNH) 0.3 $354k 852.00 415.63
Exxon Mobil Corporation (XOM) 0.3 $353k 2.6k 136.72
Proshares Tr Ii Ulsht Bloomb Oil 0.3 $350k 10k 35.02
Ishares Tr Msci Usa Value (VLUE) 0.3 $346k 1.7k 199.81
United Rentals (URI) 0.3 $344k 304.00 1132.89
Abbvie (ABBV) 0.3 $332k 1.3k 251.64
Wal-Mart Stores (WMT) 0.3 $332k 2.9k 113.26
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.2 $323k 6.1k 53.11
Lam Research Corp Com New (LRCX) 0.2 $293k 677.00 433.33
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.2 $290k 5.7k 50.83
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $282k 9.7k 28.97
Ishares Tr Russell 2000 Etf (IWM) 0.2 $276k 920.00 300.45
Home Depot (HD) 0.2 $272k 772.00 352.68
Coca-Cola Company (KO) 0.2 $271k 3.3k 81.27
Merck & Co (MRK) 0.2 $269k 2.1k 128.50
Raytheon Technologies Corp (RTX) 0.2 $262k 1.4k 189.73
Cisco Systems (CSCO) 0.2 $261k 2.2k 117.46
Netflix (NFLX) 0.2 $256k 3.6k 71.40
Intel Corporation (INTC) 0.2 $256k 1.8k 139.63
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $256k 515.00 496.73
Tower Semiconductor Shs New (TSEM) 0.2 $248k 953.00 260.64
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.2 $246k 5.6k 44.03
Booking Holdings (BKNG) 0.2 $245k 1.4k 178.24
Applied Materials (AMAT) 0.2 $241k 333.00 723.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $238k 6.6k 36.26
Morgan Stanley Com New (MS) 0.2 $221k 1.1k 209.04
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $220k 4.4k 50.35
Altria (MO) 0.2 $217k 3.0k 71.96
Lowe's Companies (LOW) 0.2 $208k 945.00 220.49
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.2 $208k 4.9k 42.67
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $208k 5.2k 40.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $205k 278.00 736.40
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $202k 4.9k 41.25