CIK 2088337
United Financial Planning Group LLC
Institutional 13F holdings & portfolio
Holdings
487
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | 155K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 58K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 418K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID CAP ETF | 127K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 57K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING ETF | 101K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 62K | $1M+ | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BND ETF | 102K | $1M+ | SH |
| VO | VANGUARD MID CAP ETF | 13K | $1M+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 48K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 7K | $1M+ | SH |
| IGSB | ISHARES TR IS 1-5 YR IN GR CR BD ETF | 42K | $1M+ | SH |
| AAPL | APPLE INC | 8K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STK ETF | 27K | $1M+ | SH |
| VB | VANGUARD SMALL CAP ETF | 8K | $1M+ | SH |
| IDEV | ISHARES CORE MSCI INTRL DVLP MKT ETF | 24K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 30K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 2K | $1M+ | SH |
| BIV | VANGUARD INTERMEDIATE TERM BOND ETF | 15K | $1M+ | SH |
| GLD | SPDR GOLD SHARES ETF | 3K | $1M+ | SH |
| SLV | ISHARES SILVER TRUST ETF | 16K | $1M+ | SH |
| WMT | WALMART INC | 9K | $1M+ | SH |
| NVDA | NVIDIA CORP | 5K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| VOO | VANGUARD S&P 500 ETF | 1K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 8K | $500K+ | SH |
| B | BARRICK MNG CORP F | 18K | $500K+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 10K | $500K+ | SH |
| NEM | NEWMONT CORP | 7K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 4K | $500K+ | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY CLASS CLASS B | 906 | $100K–$500K | SH |
| MCO | MOODYS CORP | 836 | $100K–$500K | SH |
| GOOGL | ALPHABET INC CLASS A | 1K | $100K–$500K | SH |
| V | VISA INC CLASS A | 1K | $100K–$500K | SH |
| AMZN | AMAZON.COM INC | 2K | $100K–$500K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO | 1K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2K | $100K–$500K | SH |
| GOOG | ALPHABET INC CLASS C | 1K | $100K–$500K | SH |
| VPU | VANGUARD UTILITIES ETF | 2K | $100K–$500K | SH |
| BLV | VANGUARD LONG-TERM BOND ETF | 4K | $100K–$500K | SH |
| XLE | STATE STRET ENRGY SLECT SEC SPDR ETF | 7K | $100K–$500K | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 13K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| QQQ | INVSC QQQ TRUST SRS 1 ETF | 467 | $100K–$500K | SH |
| IVV | ISHARES CORE S&P 500 ETF | 396 | $100K–$500K | SH |
| META | META PLATFORMS INC CLASS A | 391 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 814 | $100K–$500K | SH |