Wrenne Financial Planning

Wrenne Financial Planning as of Dec. 31, 2023

Portfolio Holdings for Wrenne Financial Planning

Wrenne Financial Planning holds 26 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.9 $23M 99k 237.22
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 14.7 $17M 307k 56.14
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 9.3 $11M 131k 83.31
Vanguard Index Fds Real Estate Etf (VNQ) 6.8 $7.9M 90k 88.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.8 $6.9M 118k 57.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.3 $6.2M 85k 73.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $5.4M 131k 41.10
Microsoft Corporation (MSFT) 4.5 $5.3M 87k 61.69
Ishares Tr National Mun Etf (MUB) 4.0 $4.7M 43k 108.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.8 $4.5M 25k 179.97
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.9 $3.4M 97k 35.41
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.7 $3.2M 69k 46.63
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.5 $3.0M 46k 65.06
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.3 $2.7M 11k 241.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $2.6M 52k 51.05
Apple (AAPL) 1.9 $2.2M 12k 192.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.9 $2.2M 66k 34.01
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.4 $1.6M 27k 58.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $769k 16k 47.90
Ishares Tr Cre U S Reit Etf (USRT) 0.6 $715k 13k 54.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $683k 19k 36.96
Prologis (PLD) 0.6 $655k 32k 20.71
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $448k 18k 25.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $261k 598.00 436.80
Amazon (AMZN) 0.2 $216k 1.4k 151.94
Alphabet Cap Stk Cl C (GOOG) 0.2 $209k 1.5k 140.93