The Analysis of United Financial Planning Group LLC's Holdings
Currently, United Financial Planning Group LLC holds 487 types of securities in its portfolio with a total value $164.8M. In the most recent quarter, they have increased their positions in VTV (+155.1K shares, valued at $29.6M), VEA (+418.0K shares, valued at $26.1M), VO (+13.3K shares, valued at $3.9M); decreased their positions in VTI (-168.5K shares, valued at $56.5M), VWO (-392.3K shares, valued at $21.1M), BSV (-20.2K shares, valued at $1.6M); initiated new positions in VEA (+418.0K shares, valued at $26.1M), VO (+13.3K shares, valued at $3.9M), BIV (+14.7K shares, valued at $1.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD VALUE ETF155.2K shares316571.43%2025-12-312026-02-11
VUG VANGUARD GROWTH ETF58.2K shares-4.96%2025-12-312026-02-11 VEA VANGUARD FTSE DEVELOPED MARKETS ETF418.0K sharesnew addition2025-12-312026-02-11 IJH ISHARES CORE S&P MID CAP ETF126.7K shares-0.06%2025-12-312026-02-11 IJR ISHARES CORE S&P SMALL CAP ETF56.7K shares2.23%2025-12-312026-02-11 IEMG ISHARES CORE MSCI EMERGING ETF100.8K shares-3.42%2025-12-312026-02-11 VNQ VANGUARD REAL ESTATE ETF62.0K shares4.84%2025-12-312026-02-11 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF101.5K shares3.33%2025-12-312026-02-11 VO VANGUARD MID CAP ETF13.3K sharesnew addition2025-12-312026-02-11 BSV VANGUARD SHORT-TERM BOND ETF48.4K shares-29.45%2025-12-312026-02-11 VTI VANGUARD TOTAL STOCK MARKET ETF6.7K shares-96.16%2025-12-312026-02-11 IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF42.2K shares9.74%2025-12-312026-02-11 AAPL APPLE INC7.8K shares13.87%2025-12-312026-02-11 VXUS VANGUARD TOTAL INTERNATIONAL STK ETF27.1K shares0.50%2025-12-312026-02-11 VB VANGUARD SMALL CAP ETF7.8K shares-10.44%2025-12-312026-02-11 IDEV ISHARES CORE MSCI INTRL DVLP MKT ETF23.9K shares0.12%2025-12-312026-02-11 VWO VANGUARD FTSE EMERGING MARKETS ETF29.7K shares-92.96%2025-12-312026-02-11 SPY SPDR S&P 500 ETF1.7K shares72.13%2025-12-312026-02-11 BIV VANGUARD INTERMEDIATE TERM BOND ETF14.7K sharesnew addition2025-12-312026-02-11 GLD SPDR GOLD SHARES ETF2.7K shares7.72%2025-12-312026-02-11 SLV ISHARES SILVER TRUST ETF16.1K shares7.84%2025-12-312026-02-11 WMT WALMART INC9.3K shares-3.21%2025-12-312026-02-11 NVDA NVIDIA CORP5.1K shares33.48%2025-12-312026-02-11 MSFT MICROSOFT CORP1.7K shares39.03%2025-12-312026-02-11 ED CONSOLIDATED EDISON INC8.1K shares0.46%2025-12-312026-02-11 BND VANGUARD TOTAL BOND MARKET ETF10.2K shares30.97%2025-12-312026-02-11 NEM NEWMONT CORP7.4K shares-28.14%2025-12-312026-02-11 BROADCOM INC BROADCOM INC1.5K shares63.23%2025-12-312026-02-11 VYM VANGUARD HIGH DIVIDEND YIELD ETF3.6K sharesnew addition2025-12-312026-02-11 ORCL ORACLE CORP2.4K shares348.98%2025-12-312026-02-11 MCO MOODYS CORP836 shares-33.81%2025-12-312026-02-11 V VISA INC CLASS A1.2K shares27.84%2025-12-312026-02-11 AMZN AMAZON.COM INC1.6K shares48.29%2025-12-312026-02-11 IWD ISHARES RUSSELL 1000 VALUE ETF1.8K sharesnew addition2025-12-312026-02-11 JPM JPMORGAN CHASE & CO1.1K shares4.37%2025-12-312026-02-11 VIG VANGUARD DIVIDEND APPRECIATION ETF1.5K sharesnew addition2025-12-312026-02-11 VPU VANGUARD UTILITIES ETF1.7K shares0.00%2025-12-312026-02-11 BLV VANGUARD LONG-TERM BOND ETF4.3K shares1.30%2025-12-312026-02-11 XLE STATE STRET ENRGY SLECT SEC SPDR ETF6.6K shares100.73%2025-12-312026-02-11 SCHZ SCHWAB US AGGREGATE BOND ETF12.6K shares-7.64%2025-12-312026-02-11 XOM EXXON MOBIL CORP2.4K shares98.76%2025-12-312026-02-11 IVV ISHARES CORE S&P 500 ETF396 shares-27.74%2025-12-312026-02-11 META META PLATFORMS INC CLASS A391 shares53.33%2025-12-312026-02-11 MCD MCDONALDS CORP814 shares3.96%2025-12-312026-02-11 ABBV ABBVIE INC1.1K shares18.10%2025-12-312026-02-11 TSLA TESLA INC518 shares29.50%2025-12-312026-02-11 VCSH VANGUARD SHORT TERM COR BD ETF2.8K shares3.65%2025-12-312026-02-11 LQD ISHARES IBOXX INVT GRADE BOND ETF1.9K shares1.51%2025-12-312026-02-11 IBM IBM CORP648 shares-0.31%2025-12-312026-02-11 MSI MOTOROLA SOLUTIONS INC493 shares0.00%2025-12-312026-02-11 FDX FEDEX CORP634 shares1764.71%2025-12-312026-02-11 ING ING GROEP N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS6.3K shares0.00%2025-12-312026-02-11 AEM AGNICO EAGLE MINES LTD F1.0K shares0.00%2025-12-312026-02-11 HD HOME DEPOT INC468 shares2.41%2025-12-312026-02-11 FBTC FIDELITY WISE ORIGIN BITCOIN FUND2.1K shares-5.08%2025-12-312026-02-11 IEFA ISHARES CORE MSCI EAFE ETF1.7K sharesnew addition2025-12-312026-02-11 VV VANGUARD LARGE CAP ETF461 shares-7.24%2025-12-312026-02-11 BA BOEING CO612 shares9.87%2025-12-312026-02-11 QCOM QUALCOMM INC680 shares10.93%2025-12-312026-02-11 CHY CALAMOS CONVERTIBLE AND10.0K shares0.00%2025-12-312026-02-11 PICK ISHARES MSCI GLL MET MIN PROD ETF2.1K sharesnew addition2025-12-312026-02-11 MS MORGAN STANLEY588 shares0.00%2025-12-312026-02-11 GS GOLDMAN SACHS GROUP INC117 shares-29.52%2025-12-312026-02-11 IBB ISHARES BIOTECHNOLOGY ETF558 sharesnew addition2025-12-312026-02-11 PFE PFIZER INC3.5K shares624.02%2025-12-312026-02-11 EFA ISHARES MSCI EAFE ETF841 shares24.78%2025-12-312026-02-11 VXF VANGUARD EXTENDED MARKET ETF353 shares0.00%2025-12-312026-02-11 BAC BANK OF AMERICA CORP1.3K shares0.00%2025-12-312026-02-11 CAT CATERPILLAR INC122 sharesnew addition2025-12-312026-02-11 SCHG SCHWAB US LARGE CAP GROWTH ETF2.1K shares2.51%2025-12-312026-02-11 SPGI S&P GLOBAL INC132 shares15.79%2025-12-312026-02-11 BWX SPDR BLOOMBG INTL TRY BD ETF3.0K sharesnew addition2025-12-312026-02-11 CGW INVSC S P GLOBAL WATER INDEX ETF1.1K sharesnew addition2025-12-312026-02-11 LINDE PLC F LINDE PLC F154 sharesnew addition2025-12-312026-02-11 NVS NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS473 shares5.11%2025-12-312026-02-11 CL COLGATE PALMOLIVE CO815 shares-6.11%2025-12-312026-02-11 SCHV SCHWAB US LARGE CAP VALUE ETF2.1K shares0.57%2025-12-312026-02-11 PEP PEPSICO INC382 shares8.22%2025-12-312026-02-11 IWM ISHARES RUSSELL 2000 ETF213 shares0.00%2025-12-312026-02-11 DIS DISNEY WALT CO449 shares13.96%2025-12-312026-02-11 PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF2.2K shares-4.66%2025-12-312026-02-11 XLK STATE STRET TEC SELECT SEC SPDR ETF349 shares365.33%2025-12-312026-02-11 TSM TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS159 sharesnew addition2025-12-312026-02-11 DHI D R HORTON INC333 shares0.00%2025-12-312026-02-11 JNJ JOHNSON & JOHNSON230 shares283.33%2025-12-312026-02-11 ONON ON HLDG AG F CLASS A1.0K shares0.00%2025-12-312026-02-11 VNQI VANGUARD GLBAL EX US REAL ESTATE ETF1.0K shares4.17%2025-12-312026-02-11 LLY ELI LILLY AND CO39 sharesnew addition2025-12-312026-02-11 VGT VANGUARD INFORMATION TECHNOLOGY ETF55 shares0.00%2025-12-312026-02-11 SMA SMARTSTOP SELF STORAGE R1.3K sharesnew addition2025-12-312026-02-11 ESGU ISHARES ESG AWARE MSCI USA ETF270 shares0.37%2025-12-312026-02-11 CMCSA COMCAST CORP NEW TRADES WITH DUE BILLS1.3K shares48.98%2025-12-312026-02-11 PLTR PALANTIR TECHNOLOGIES IN CLASS CLASS A221 shares27.01%2025-12-312026-02-11 VCIT VANGUARD INTERMEDIATE TERM COR ETF464 shares14.29%2025-12-312026-02-11 USB US BANCORP DEL713 shares0.00%2025-12-312026-02-11 IHI ISHARES US MEDICAL DEVICES ETF600 shares1076.47%2025-12-312026-02-11 HIG HARTFORD INS GROUP INC257 shares17.35%2025-12-312026-02-11 VSS VGRD FTSE ALL WRLD EX US SML CAP ETF244 shares2.09%2025-12-312026-02-11 VEGI ISHARES MSCI AGRI PRODUCERS ETF897 sharesnew addition2025-12-312026-02-11 NFLX NETFLIX INC350 sharesnew addition2025-12-312026-02-11 SILA SILA RLTY TR INC REIT1.4K shares0.00%2025-12-312026-02-11 CVX CHEVRON CORP NEW203 shares84.55%2025-12-312026-02-11 PG PROCTER & GAMBLE CO206 shares42.07%2025-12-312026-02-11 LMT LOCKHEED MARTIN CORP61 shares22.00%2025-12-312026-02-11 LOW LOWES COS INC122 shares0.00%2025-12-312026-02-11 NVO NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS538 shares31.54%2025-12-312026-02-11 BDJ BLACKROCK ENHANCED EQUIT2.8K shares0.00%2025-12-312026-02-11 GE AEROSPACE GE AEROSPACE86 shares40.98%2025-12-312026-02-11 SBUX STARBUCKS CORP311 shares103.27%2025-12-312026-02-11 SYK STRYKER CORP74 shares0.00%2025-12-312026-02-11 SPYG ST STRT SPDR PRTL S&P 500 GRW ETF IV242 shares0.00%2025-12-312026-02-11 IXUS ISHARES CORE MSCI TOTL INTL STCK ETF294 shares1.03%2025-12-312026-02-11 AMGN AMGEN INC75 shares7.14%2025-12-312026-02-11 DT DYNATRACE INC553 shares-72.62%2025-12-312026-02-11 MYN BLACKROCK MUNIYIELD NY Q2.4K shares-33.33%2025-12-312026-02-11 SCHM CHARLES SCHWAB US MC ETF781 shares0.39%2025-12-312026-02-11 IJS ISHARES S&P SMALL CAP 600 ETF199 shares0.00%2025-12-312026-02-11 ITT INC ITT INC130 shares0.00%2025-12-312026-02-11 SHOP SHOPIFY INC F CLASS A140 sharesnew addition2025-12-312026-02-11 SPOT SPOTIFY TECHNOLOGY S A F38 sharesnew addition2025-12-312026-02-11 KO THE COCA-COLA CO302 shares12.27%2025-12-312026-02-11 ADSK AUTODESK INC71 sharesnew addition2025-12-312026-02-11 CSCO CISCO SYS INC267 shares33.50%2025-12-312026-02-11 ADI ANALOG DEVICES INC75 shares200.00%2025-12-312026-02-11 USIG ISHARES BRD USD INV GRD CORP BD ETF392 shares110.75%2025-12-312026-02-11 MHN BLACKROCK MUNIHOLDINGS N2.0K shares-33.33%2025-12-312026-02-11 ICE INTERCONTINENTAL EXCHANG122 sharesnew addition2025-12-312026-02-11 PM PHILIP MORRIS INTL INC123 sharesnew addition2025-12-312026-02-11 PHM PULTEGROUP INC168 shares0.00%2025-12-312026-02-11 CRM SALESFORCE INC74 sharesnew addition2025-12-312026-02-11 ASML ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS18 sharesnew addition2025-12-312026-02-11 DIA SPDR DOW JONES INDUSTRIAL AVRG ETF40 shares300.00%2025-12-312026-02-11 OEF ISHARES S&P 100 ETF56 sharesnew addition2025-12-312026-02-11 SE SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS149 sharesnew addition2025-12-312026-02-11 MA MASTERCARD INC CLASS CLASS A33 sharesnew addition2025-12-312026-02-11 CIEN CIENA CORP78 sharesnew addition2025-12-312026-02-11 NOC NORTHROP GRUMMAN CORP31 shares0.00%2025-12-312026-02-11 MUFG MITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS738 sharesnew addition2025-12-312026-02-11 MGK VANGUARD MEGA CAP GROWTH ETF43 shares0.00%2025-12-312026-02-11 CAH CARDINAL HEALTH INC86 sharesnew addition2025-12-312026-02-11 XLF STE STRT FINCL SLCT SECTOR SPDR ETF312 shares0.00%2025-12-312026-02-11 FFIC FLUSHING FINL CORP1.1K shares0.00%2025-12-312026-02-11 AMD ADVANCED MICRO DEVIC79 shares7800.00%2025-12-312026-02-11 NOW SERVICENOW INC110 sharesnew addition2025-12-312026-02-11 VLO VALERO ENERGY CORP NEW103 shares0.00%2025-12-312026-02-11 NEE NEXTERA ENERGY INC205 sharesnew addition2025-12-312026-02-11 SAP SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS66 sharesnew addition2025-12-312026-02-11 EEX EMERALD HLDG INC3.6K shares0.00%2025-12-312026-02-11 ESGD ISHARES ESG AWARE MSCI EAFE ETF166 shares1.84%2025-12-312026-02-11 VOT VANGUARD MID CAP GROWTH ETF56 sharesnew addition2025-12-312026-02-11 XLP STE SRT CNSR STPLS SLCT SEC SPDR ETF200 sharesnew addition2025-12-312026-02-11 COST COSTCO WHSL CORP NEW18 shares50.00%2025-12-312026-02-11 XLI STATE STRT INDSTL SLCT SCTR SPDR ETF100 sharesnew addition2025-12-312026-02-11 APP APPLOVIN CORP CLASS A22 sharesnew addition2025-12-312026-02-11 IP INTERNTNL PAPER CO365 shares58.01%2025-12-312026-02-11 MBB ISHARES MBS ETF149 shares-27.32%2025-12-312026-02-11 SDY STATE STREET SPDR S&P DIV ETF100 sharesnew addition2025-12-312026-02-11 JEPI J P MORGAN NASDAQ EQT PRM INC ETF236 shares555.56%2025-12-312026-02-11 T AT&T INC533 shares2322.73%2025-12-312026-02-11 HWM HOWMET AEROSPACE INC63 sharesnew addition2025-12-312026-02-11 GOP UNUSUAL WHALES SUB DEMO TRAD ETF276 sharesnew addition2025-12-312026-02-11 MTUM ISHARES MSCI USA MOMNTUM FCT ETF50 shares-54.95%2025-12-312026-02-11 ACGL ARCH CAPITAL GROUP LTD F130 sharesnew addition2025-12-312026-02-11 NU NU HLDGS LTD F CLASS CLASS A719 sharesnew addition2025-12-312026-02-11 SPTI ST STRT SPDR PRTFL INTDT TM TSRY ETF416 sharesnew addition2025-12-312026-02-11 AZN ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS127 sharesnew addition2025-12-312026-02-11 COF CAPITAL ONE FINL CORP48 shares0.00%2025-12-312026-02-11 SPSM ST STRET SPDR PRTFL S&P 600 S C ETF245 sharesnew addition2025-12-312026-02-11 VBR VANGUARD SMALL CAP VALUE ETF54 shares-44.33%2025-12-312026-02-11 RKT ROCKET COMPANIES CLA A CLASS A590 sharesnew addition2025-12-312026-02-11 ABT ABBOTT LABS91 sharesnew addition2025-12-312026-02-11 UBS UBS GROUP AG F244 sharesnew addition2025-12-312026-02-11 ROK ROCKWELL AUTOMATION INC29 sharesnew addition2025-12-312026-02-11 JCI JOHNSON CONTROLS INT F93 sharesnew addition2025-12-312026-02-11 MNST MONSTER BEVERAGE CORP NE145 sharesnew addition2025-12-312026-02-11 MPC MARATHON PETE CORP68 shares0.00%2025-12-312026-02-11 CSX CSX CORP300 sharesnew addition2025-12-312026-02-11 MFC MANULIFE FINL CORP F299 shares0.00%2025-12-312026-02-11 HAS HASBRO INC132 sharesnew addition2025-12-312026-02-11 WFC WELLS FARGO & CO115 sharesnew addition2025-12-312026-02-11 CPNG COUPANG INC CLASS CLASS A454 sharesnew addition2025-12-312026-02-11 AKR ACADIA RLTY TR REIT521 shares0.00%2025-12-312026-02-11 TRV TRAVELERS COS INC36 sharesnew addition2025-12-312026-02-11 MU MICRON TECHNOLOGY INC36 sharesnew addition2025-12-312026-02-11 DE DEERE & CO22 sharesnew addition2025-12-312026-02-11 FLEX FLEX LTD F168 sharesnew addition2025-12-312026-02-11 PANW PALO ALTO NETWORKS INC55 sharesnew addition2025-12-312026-02-11 IVW ISHARES S&P 500 GROWTH ETF82 shares-85.71%2025-12-312026-02-11 SCHB SCHWAB US BROAD MARKET ETF379 shares0.26%2025-12-312026-02-11 IBN ICICI BK LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS329 sharesnew addition2025-12-312026-02-11 MET METLIFE INC122 shares-36.13%2025-12-312026-02-11 ARCC ARES CAP CORP EQUITY CLASS EQUITY465 shares0.00%2025-12-312026-02-11 SCHA SCHWAB US SMALL CAP ETF325 sharesnew addition2025-12-312026-02-11 IWP ISHARES RUSSELL MID CAP GROWTH ETF66 sharesnew addition2025-12-312026-02-11 SPSB ST STRET SPDR PRTFL S T CRPRT ETF IV296 shares1.37%2025-12-312026-02-11 SSNC SS&C TECHNOLOGIES HLDGS102 sharesnew addition2025-12-312026-02-11 IVE ISHARES S&P 500 VALUE ETF42 sharesnew addition2025-12-312026-02-11 WMB WILLIAMS COS INC147 sharesnew addition2025-12-312026-02-11 WCC WESCO INTL INC36 sharesnew addition2025-12-312026-02-11 VOE VANGUARD MID CAP VALUE ETF49 shares-95.31%2025-12-312026-02-11 TXN TEXAS INSTRS INC50 sharesnew addition2025-12-312026-02-11 COIN COINBASE GLOBAL INC CLASS CLASS A38 sharesnew addition2025-12-312026-02-11 GEV GE VERNOVA INC13 shares85.71%2025-12-312026-02-11 ICLN ISHARES GLOBAL CLEAN ENERGY ETF513 shares0.79%2025-12-312026-02-11 TT TRANE TECHNOLOGIES PLC F21 shares23.53%2025-12-312026-02-11 MELI MERCADOLIBRE INC4 sharesnew addition2025-12-312026-02-11 QUAL ISHARES MSCI USA QLTY FACT ETF40 sharesnew addition2025-12-312026-02-11 GOVT ISHARES US TREASURY BOND ETF340 shares4757.14%2025-12-312026-02-11 VEU VANGUARD FTSE ALL WORLD EX US ETF105 shares1.94%2025-12-312026-02-11 VLTO VERALTO CORP77 sharesnew addition2025-12-312026-02-11 CCJ CAMECO CORP F83 sharesnew addition2025-12-312026-02-11 MDLZ MONDELEZ INTL INC CLASS A141 sharesnew addition2025-12-312026-02-11 WDC WESTERN DIGITAL CORP44 sharesnew addition2025-12-312026-02-11 SCHW CHARLES SCHWAB CORP75 shares0.00%2025-12-312026-02-11 SCZ ISHARES MSCI EAFE SMALL CAP ETF95 shares0.00%2025-12-312026-02-11 IJT ISHARES S&P SMLL CAP 600 GRTH ETF52 shares0.00%2025-12-312026-02-11 INTU INTUIT11 sharesnew addition2025-12-312026-02-11 VRTX VERTEX PHARMACEUTICALS I16 sharesnew addition2025-12-312026-02-11 SNOW SNOWFLAKE INC CLASS CLASS A33 sharesnew addition2025-12-312026-02-11 PRU PRUDENTIAL FINL INC64 shares0.00%2025-12-312026-02-11 SHAK SHAKE SHACK INC CLASS CLASS A88 shares0.00%2025-12-312026-02-11 VZ VERIZON COMMUNICATIONS I173 sharesnew addition2025-12-312026-02-11 RACE FERRARI N 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