The Analysis of Fee-Only Financial Planning, L.C.'s Holdings
Currently, Fee-Only Financial Planning, L.C. holds 42 types of securities in its portfolio with a total value $171.5M. In the most recent quarter, they have increased their positions in WBD (+9.9K shares, valued at $286.6K), JNJ (+1.1K shares, valued at $217.3K), VTI (+35 shares, valued at $11.7K); decreased their positions in VUG (-2.2K shares, valued at $1.1M), VTV (-2.8K shares, valued at $531.9K), VO (-678 shares, valued at $196.8K); initiated new positions in WBD (+9.9K shares, valued at $286.6K), JNJ (+1.1K shares, valued at $217.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS107.0K shares-2.01%2025-12-312026-01-26
VTV VANGUARD INDEX FDS166.6K shares-1.64%2025-12-312026-01-26 VO VANGUARD INDEX FDS50.7K shares-1.32%2025-12-312026-01-26 VB VANGUARD INDEX FDS43.6K shares-0.56%2025-12-312026-01-26 VBR VANGUARD INDEX FDS52.7K shares-0.33%2025-12-312026-01-26 VBK VANGUARD INDEX FDS30.0K shares-0.76%2025-12-312026-01-26 VEU VANGUARD INTL EQUITY INDEX F100.4K shares-0.54%2025-12-312026-01-26 VOE VANGUARD INDEX FDS22.5K shares-0.44%2025-12-312026-01-26 VTI VANGUARD INDEX FDS9.2K shares0.38%2025-12-312026-01-26 VXF VANGUARD INDEX FDS11.2K shares0.00%2025-12-312026-01-26 VOT VANGUARD INDEX FDS7.1K shares-0.21%2025-12-312026-01-26 BAC BANK AMERICA CORP34.3K shares0.00%2025-12-312026-01-26 MGK VANGUARD WORLD FD4.2K shares0.00%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS20.2K shares0.00%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC7.7K shares0.00%2025-12-312026-01-26 VDE VANGUARD WORLD FD7.8K shares0.00%2025-12-312026-01-26 VV VANGUARD INDEX FDS2.9K shares0.00%2025-12-312026-01-26 AAPL APPLE INC2.6K shares0.00%2025-12-312026-01-26 XOM EXXON MOBIL CORP5.8K shares-2.01%2025-12-312026-01-26 TFC TRUIST FINL CORP13.5K shares0.00%2025-12-312026-01-26 T AT&T INC25.4K shares0.00%2025-12-312026-01-26 MO ALTRIA GROUP INC10.6K shares0.00%2025-12-312026-01-26 MSFT MICROSOFT CORP1.2K shares-5.46%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC4.8K shares0.00%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE1.7K shares-9.13%2025-12-312026-01-26 SO SOUTHERN CO5.7K shares0.00%2025-12-312026-01-26 ADBE ADOBE INC1.4K shares0.00%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F7.6K shares0.00%2025-12-312026-01-26 AZO AUTOZONE INC104 shares0.00%2025-12-312026-01-26 MDLZ MONDELEZ INTL INC5.9K shares-4.38%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS3.6K shares0.00%2025-12-312026-01-26 GEV GE VERNOVA INC454 shares0.00%2025-12-312026-01-26 FENY FIDELITY COVINGTON TRUST11.8K shares0.00%2025-12-312026-01-26 RDVY FIRST TR EXCHANGE TRADED FD4.1K shares0.00%2025-12-312026-01-26 WBD WARNER BROS DISCOVERY INC9.9K sharesnew addition2025-12-312026-01-26 SCZ ISHARES TR3.4K shares0.00%2025-12-312026-01-26 IJK ISHARES TR2.6K shares0.00%2025-12-312026-01-26 CMCSA COMCAST CORP NEW8.0K shares0.00%2025-12-312026-01-26 D DOMINION ENERGY INC4.1K shares0.00%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-12-312026-01-26 FUBO FUBOTV INC13.1K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available