The Analysis of Vested Financial Planning, LLC's Holdings
Currently, Vested Financial Planning, LLC holds 30 types of securities in its portfolio with a total value $129.9M. In the most recent quarter, they have increased their positions in N/A (+1.4K shares, valued at $888.6K), DFNM (+10.8K shares, valued at $520.2K), VTEB (+7.8K shares, valued at $391.8K); decreased their positions in DUHP (-1.6K shares, valued at $62.3K), DFGR (-527 shares, valued at $13.9K), AAPL (-44 shares, valued at $12.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST982.4K shares0.66%2025-12-312026-01-23
DFAX DIMENSIONAL ETF TRUST554.4K shares0.14%2025-12-312026-01-23 DFNM DIMENSIONAL ETF TRUST204.3K shares5.58%2025-12-312026-01-23 DFCF DIMENSIONAL ETF TRUST170.6K shares4.39%2025-12-312026-01-23 DUHP DIMENSIONAL ETF TRUST168.0K shares-0.97%2025-12-312026-01-23 SPDW SPDR INDEX SHS FDS137.7K shares6.65%2025-12-312026-01-23 VTEB VANGUARD MUN BD FDS110.1K shares7.62%2025-12-312026-01-23 VXF VANGUARD INDEX FDS17.8K shares6.63%2025-12-312026-01-23 AAPL APPLE INC9.7K shares-0.45%2025-12-312026-01-23 DFGX DIMENSIONAL ETF TRUST40.4K shares4.13%2025-12-312026-01-23 SPEM SPDR INDEX SHS FDS42.7K shares6.62%2025-12-312026-01-23 VTI VANGUARD INDEX FDS4.4K shares15.78%2025-12-312026-01-23 IUSB ISHARES TR27.5K shares42.33%2025-12-312026-01-23 DFGP DIMENSIONAL ETF TRUST16.5K shares5.42%2025-12-312026-01-23 VT VANGUARD INTL EQUITY INDEX F6.2K shares1.62%2025-12-312026-01-23 AGG ISHARES TR8.7K shares3.73%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR1.2K shares2.03%2025-12-312026-01-23 IAGG ISHARES TR14.0K shares42.23%2025-12-312026-01-23 EFA ISHARES TR6.6K shares3.81%2025-12-312026-01-23 SUSL ISHARES TR4.0K shares0.00%2025-12-312026-01-23 RBLX ROBLOX CORP4.5K shares28.25%2025-12-312026-01-23 VGT VANGUARD WORLD FD461 shares0.00%2025-12-312026-01-23 ABNB AIRBNB INC2.1K shares15.71%2025-12-312026-01-23 AOA ISHARES TR2.9K shares0.90%2025-12-312026-01-23 ESGD ISHARES TR2.7K shares0.00%2025-12-312026-01-23 DFGR DIMENSIONAL ETF TRUST9.3K shares-5.34%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS3.4K shares0.00%2025-12-312026-01-23 JMSI J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available