CIK 2054264
Partners in Financial Planning
Institutional 13F holdings & portfolio
Holdings
115
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
9
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 984K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 134K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 305K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 1.2M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 777K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 465K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 102K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 66K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 307K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 107K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 156K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 290K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 230K | $1M+ | SH |
| SUB | ISHARES TR | 100K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 94K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| MUB | ISHARES TR | 56K | $1M+ | SH |
| SPYG | SPDR SER TR | 43K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| SPYV | SPDR SER TR | 70K | $1M+ | SH |
| SCZ | ISHARES TR | 50K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 68K | $1M+ | SH |
| IAGG | ISHARES TR | 59K | $1M+ | SH |
| VFMF | VANGUARD WELLINGTON FD | 20K | $1M+ | SH |
| SLYV | SPDR SER TR | 31K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 9K | $1M+ | SH |
| SPAB | SPDR SER TR | 102K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 27K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| SLYG | SPDR SER TR | 19K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 13K | $1M+ | SH |
| SPTS | SPDR SER TR | 51K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 18K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 19K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 30K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| LRGF | ISHARES TR | 19K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 7K | $1M+ | SH |
| CVX | CHEVRON CORP | 8K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 19K | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 5K | $1M+ | SH |
| EFA | ISHARES TR | 12K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 12K | $500K+ | SH |