The Analysis of Partners in Financial Planning's Holdings
Currently, Partners in Financial Planning holds 115 types of securities in its portfolio with a total value $590.6M. In the most recent quarter, they have increased their positions in BNDX (+87.1K shares, valued at $4.2M), BND (+18.7K shares, valued at $1.4M), BSV (+8.3K shares, valued at $651.4K); decreased their positions in VUG (-4.9K shares, valued at $2.4M), SPYV (-8.2K shares, valued at $465.0K), IWF (-529 shares, valued at $250.3K); initiated new positions in VCRB (+4.8K shares, valued at $376.3K), SLV (+3.7K shares, valued at $240.8K), VGIT (+3.5K shares, valued at $211.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS984.3K shares1.94%2025-12-312026-02-02
VUG VANGUARD INDEX FDS134.0K shares-3.53%2025-12-312026-02-02 VTV VANGUARD INDEX FDS304.9K shares1.13%2025-12-312026-02-02 BNDX VANGUARD CHARLOTTE FDS1.2M shares8.10%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS777.5K shares0.31%2025-12-312026-02-02 BSV VANGUARD BD INDEX FDS465.4K shares1.81%2025-12-312026-02-02 VBR VANGUARD INDEX FDS101.6K shares1.39%2025-12-312026-02-02 VBK VANGUARD INDEX FDS66.0K shares-0.44%2025-12-312026-02-02 VWO VANGUARD INTL EQUITY INDEX F307.3K shares0.92%2025-12-312026-02-02 VSS VANGUARD INTL EQUITY INDEX F106.7K shares0.68%2025-12-312026-02-02 VNQ VANGUARD INDEX FDS155.7K shares0.22%2025-12-312026-02-02 SPDW SPDR INDEX SHS FDS290.4K shares1.35%2025-12-312026-02-02 VTI VANGUARD INDEX FDS35.5K shares-0.36%2025-12-312026-02-02 VTEB VANGUARD MUN BD FDS230.2K shares2.28%2025-12-312026-02-02 SUB ISHARES TR100.2K shares2.33%2025-12-312026-02-02 VCIT VANGUARD SCOTTSDALE FDS93.8K shares5.50%2025-12-312026-02-02 MUB ISHARES TR55.8K shares10.56%2025-12-312026-02-02 SPYG SPDR SER TR42.9K shares0.35%2025-12-312026-02-02 VO VANGUARD INDEX FDS14.2K shares0.35%2025-12-312026-02-02 SPYV SPDR SER TR70.0K shares-10.47%2025-12-312026-02-02 SCZ ISHARES TR50.4K shares-1.11%2025-12-312026-02-02 VXF VANGUARD INDEX FDS15.9K shares-0.71%2025-12-312026-02-02 SPEM SPDR INDEX SHS FDS68.4K shares-0.50%2025-12-312026-02-02 IAGG ISHARES TR59.4K shares1.88%2025-12-312026-02-02 VFMF VANGUARD WELLINGTON FD19.6K shares-1.36%2025-12-312026-02-02 SLYV SPDR SER TR31.4K shares0.45%2025-12-312026-02-02 VV VANGUARD INDEX FDS8.7K shares-2.29%2025-12-312026-02-02 NSC NORFOLK SOUTHN CORP9.4K shares-0.07%2025-12-312026-02-02 SPAB SPDR SER TR102.3K shares0.70%2025-12-312026-02-02 VEU VANGUARD INTL EQUITY INDEX F27.1K shares-5.74%2025-12-312026-02-02 AAPL APPLE INC6.5K shares0.20%2025-12-312026-02-02 SLYG SPDR SER TR18.7K shares0.88%2025-12-312026-02-02 VB VANGUARD INDEX FDS6.7K shares-1.61%2025-12-312026-02-02 IWF ISHARES TR3.3K shares-13.77%2025-12-312026-02-02 XOM EXXON MOBIL CORP12.6K shares-4.33%2025-12-312026-02-02 SPTS SPDR SER TR50.7K shares5.24%2025-12-312026-02-02 BIV VANGUARD BD INDEX FDS18.1K shares0.37%2025-12-312026-02-02 VXUS VANGUARD STAR FDS18.5K shares-0.10%2025-12-312026-02-02 TSLA TESLA INC3.1K shares0.00%2025-12-312026-02-02 VNQI VANGUARD INTL EQUITY INDEX F30.0K shares2.88%2025-12-312026-02-02 AMZN AMAZON COM INC5.9K shares0.24%2025-12-312026-02-02 LRGF ISHARES TR19.2K shares-0.08%2025-12-312026-02-02 MSFT MICROSOFT CORP2.6K shares0.93%2025-12-312026-02-02 STLD STEEL DYNAMICS INC7.0K shares0.00%2025-12-312026-02-02 CVX CHEVRON CORP7.6K shares0.00%2025-12-312026-02-02 DFAT DIMENSIONAL ETF TRUST19.1K shares0.22%2025-12-312026-02-02 EFA ISHARES TR11.7K shares0.42%2025-12-312026-02-02 EW EDWARDS LIFESCIENCES CORP11.6K shares0.00%2025-12-312026-02-02 IVV ISHARES TR1.4K shares0.07%2025-12-312026-02-02 IWD ISHARES TR4.2K shares0.17%2025-12-312026-02-02 DFAC DIMENSIONAL ETF TRUST20.9K shares0.13%2025-12-312026-02-02 ALPHABET INC ALPHABET INC2.6K shares1.94%2025-12-312026-02-02 DFAX DIMENSIONAL ETF TRUST24.9K shares0.61%2025-12-312026-02-02 IEFA ISHARES TR9.1K shares1.83%2025-12-312026-02-02 GE AEROSPACE GE AEROSPACE2.6K shares0.08%2025-12-312026-02-02 TFC TRUIST FINL CORP14.8K shares0.00%2025-12-312026-02-02 ALPHABET INC ALPHABET INC2.3K shares0.57%2025-12-312026-02-02 NKSH NATIONAL BANKSHARES INC VA COM21.4K shares0.00%2025-12-312026-02-02 WMT WALMART INC6.3K shares0.71%2025-12-312026-02-02 PM PHILIP MORRIS INTL INC4.1K shares0.00%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR922 shares0.22%2025-12-312026-02-02 TPL TEXAS PACIFIC LAND CORPORATION2.1K shares200.00%2025-12-312026-02-02 GEV GE VERNOVA INC930 shares0.00%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO4.0K shares0.20%2025-12-312026-02-02 CSX CSX CORP15.8K shares0.00%2025-12-312026-02-02 AGG ISHARES TR5.7K shares0.37%2025-12-312026-02-02 LOW LOWES COS INC2.4K shares0.00%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON2.6K shares0.00%2025-12-312026-02-02 VBIL VANGUARD INSTL INDEX FD7.1K shares99.07%2025-12-312026-02-02 NKE NIKE INC8.0K shares0.00%2025-12-312026-02-02 MCD MCDONALDS CORP1.6K shares0.00%2025-12-312026-02-02 DFAE DIMENSIONAL ETF TRUST14.8K shares0.65%2025-12-312026-02-02 CVS CVS HEALTH CORP5.9K shares0.00%2025-12-312026-02-02 UDR UDR INC12.4K shares0.00%2025-12-312026-02-02 CAH CARDINAL HEALTH INC2.2K shares0.00%2025-12-312026-02-02 IVW ISHARES TR3.6K shares0.06%2025-12-312026-02-02 IWP ISHARES TR3.2K shares-5.88%2025-12-312026-02-02 DFIV DIMENSIONAL ETF TRUST8.7K shares-8.71%2025-12-312026-02-02 DHR DANAHER CORPORATION1.9K shares0.00%2025-12-312026-02-02 DFSV DIMENSIONAL ETF TRUST12.6K shares0.43%2025-12-312026-02-02 IWS ISHARES TR2.9K shares0.10%2025-12-312026-02-02 DFIS DIMENSIONAL ETF TRUST12.4K shares0.32%2025-12-312026-02-02 META META PLATFORMS INC617 shares0.00%2025-12-312026-02-02 COF CAPITAL ONE FINL CORP1.6K shares6.47%2025-12-312026-02-02 BROADCOM INC BROADCOM INC1.1K shares0.00%2025-12-312026-02-02 VCRB VANGUARD MALVERN FDS4.8K sharesnew addition2025-12-312026-02-02 VOT VANGUARD INDEX FDS1.3K shares-4.79%2025-12-312026-02-02 IJH ISHARES TR5.5K shares0.20%2025-12-312026-02-02 ABT ABBOTT LABS2.8K shares0.00%2025-12-312026-02-02 EEM ISHARES TR6.1K shares14.58%2025-12-312026-02-02 GLW CORNING INC3.6K shares0.00%2025-12-312026-02-02 SCHZ SCHWAB STRATEGIC TR13.3K shares1.34%2025-12-312026-02-02 ABBV ABBVIE INC1.3K shares0.08%2025-12-312026-02-02 IVE ISHARES TR1.4K shares0.07%2025-12-312026-02-02 RTX RTX CORPORATION1.6K shares1.15%2025-12-312026-02-02 UNP UNION PAC CORP1.2K shares0.00%2025-12-312026-02-02 IJR ISHARES TR2.3K shares0.04%2025-12-312026-02-02 AOA ISHARES TR2.9K shares22.70%2025-12-312026-02-02 CARE CARTER BANKSHARES INC12.9K shares-11.58%2025-12-312026-02-02 WMB WILLIAMS COS INC4.0K shares0.00%2025-12-312026-02-02 SLV ISHARES SILVER TR3.7K sharesnew addition2025-12-312026-02-02 IWV ISHARES TR611 shares0.00%2025-12-312026-02-02 IEMG ISHARES INC3.5K shares0.14%2025-12-312026-02-02 IWN ISHARES TR1.3K shares0.16%2025-12-312026-02-02 URI UNITED RENTALS INC280 shares0.00%2025-12-312026-02-02 AUB ATLANTIC UN BANKSHARES CORP6.2K shares0.21%2025-12-312026-02-02 PFE PFIZER INC8.6K shares0.00%2025-12-312026-02-02 VGIT VANGUARD SCOTTSDALE FDS3.5K sharesnew addition2025-12-312026-02-02 VGK VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2025-12-312026-02-02 SO SOUTHERN CO2.4K shares0.00%2025-12-312026-02-02 ESGV VANGUARD WORLD FD1.7K sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available