CIK 2044855
Comprehensive Financial Planning, Inc./PA
Institutional 13F holdings & portfolio
Holdings
415
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 415
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWM | ISHARES RUSSELL 2000 ETF | 98 | $15K–$50K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 451 | $15K–$50K | SH |
| F | FORD MTR CO DEL | 2K | $15K–$50K | SH |
| AVEM | AVANTIS EMERGING MARKETSEQ ETF | 308 | $15K–$50K | SH |
| TDIV | FIRST TR NASDAQ TECH DIVIDX ETF | 245 | $15K–$50K | SH |
| IYT | ISHARES US TRANSPORTATION ETF | 316 | $15K–$50K | SH |
| PLD | PROLOGIS INC REIT | 183 | $15K–$50K | SH |
| CWS | ADVISORSHARES FOCUSED EQUITY ETF | 330 | $15K–$50K | SH |
| MCD | MCDONALDS CORP | 70 | $15K–$50K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 342 | $15K–$50K | SH |
| SPMD | ST STRET SPDR PRTFL S&P 400 M ETF IV | 356 | $15K–$50K | SH |
| XRP | BITWISE XRP ETF | 1K | $15K–$50K | SH |
| LRCX | LAM RESH CORP | 120 | $15K–$50K | SH |
| WMT | WALMART INC | 181 | $15K–$50K | SH |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | 1K | $15K–$50K | SH |
| PAVE | GLOBAL X US INFRA DVLPMNT ETF | 415 | $15K–$50K | SH |
| URTH | ISHARES MSCI WORLD ETF | 106 | $15K–$50K | SH |
| GLD | SPDR GOLD SHARES ETF | 48 | $15K–$50K | SH |
| TRV | TRAVELERS COS INC | 64 | $15K–$50K | SH |
| XLV | STATE STRT HLTH CRE SLT SEC SPDR ETF | 120 | $15K–$50K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 85 | $15K–$50K | SH |
| WTAI | WISDOMTREE ART INTLL ANDINNVT ETF | 612 | $15K–$50K | SH |
| EMB | ISHARES JPMORGAN USD MTSBOND ETF | 179 | $15K–$50K | SH |
| SNAP | SNAP INC CLASS CLASS A | 2K | $15K–$50K | SH |
| VONE | VANGUARD RUSSELL 1000 ETF | 51 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC | 267 | $15K–$50K | SH |
| CCL | CARNIVAL CORP F | 500 | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORP | 17 | $15K–$50K | SH |
| IEF | ISHARES 7-10 YEAR TRSURYBOND ETF | 155 | $1K–$15K | SH |
| LIN | LINDE PLC F | 34 | $1K–$15K | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 325 | $1K–$15K | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 112 | $1K–$15K | SH |
| VYMI | VANGUARD INTERNATNL HGH DIV YLD ETF | 151 | $1K–$15K | SH |
| DFAS | DIMENSIONAL U S SMALL CAP ETF | 195 | $1K–$15K | SH |
| XHE | ST SRT SPDR S&P HLTH CR EQPMNT ETF | 150 | $1K–$15K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 107 | $1K–$15K | SH |
| PFE | PFIZER INC | 515 | $1K–$15K | SH |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | 80 | $1K–$15K | SH |
| NDAQ | NASDAQ INC | 130 | $1K–$15K | SH |
| LGND | LIGAND PHARMACEUTICALS I | 66 | $1K–$15K | SH |
| JPST | JPMORGAN ULTRA SHORT INCOME ETF | 243 | $1K–$15K | SH |
| HMY | HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 619 | $1K–$15K | SH |
| MVV | PROSHARES ULTRA MIDCAP 400 ETF | 176 | $1K–$15K | SH |
| DUK | DUKE ENERGY CORP NEW | 104 | $1K–$15K | SH |
| UWM | PROSHARES ULTRA RUSSELL 2000 ETF | 258 | $1K–$15K | SH |
| CZR | CAESARS ENTMT INC NEW | 500 | $1K–$15K | SH |
| AMAT | APPLIED MATLS INC | 45 | $1K–$15K | SH |
| NOBL | PROSHARES S&P 500 DIV ARISTOCRAT ETF | 109 | $1K–$15K | SH |
| BAI | ISHARES AI INVATN AND TEC ACT ETF | 334 | $1K–$15K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 108 | $1K–$15K | SH |