The Analysis of Wrenne Financial Planning LLC's Holdings
Currently, Wrenne Financial Planning LLC holds 51 types of securities in its portfolio with a total value $245.8M. In the most recent quarter, they have increased their positions in VEU (+26.4K shares, valued at $1.9M), VTI (+5.3K shares, valued at $1.8M), VNQ (+16.1K shares, valued at $1.4M); decreased their positions in VTEB (-8.3K shares, valued at $419.7K), SPTM (-4.4K shares, valued at $359.3K), AAPL (-1.0K shares, valued at $276.5K); initiated new positions in NOBL (+1.9K shares, valued at $200.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS156.9K shares3.46%2025-12-312026-02-10
VEU VANGUARD INTL EQUITY INDEX F545.7K shares5.08%2025-12-312026-02-10 SLYV SPDR SERIES TRUST196.3K shares4.72%2025-12-312026-02-10 VNQ VANGUARD INDEX FDS199.7K shares8.75%2025-12-312026-02-10 BND VANGUARD BD INDEX FDS195.5K shares2.73%2025-12-312026-02-10 VWO VANGUARD INTL EQUITY INDEX F239.1K shares6.40%2025-12-312026-02-10 VXUS VANGUARD STAR FDS159.9K shares0.50%2025-12-312026-02-10 SCHB SCHWAB STRATEGIC TR387.6K shares3.19%2025-12-312026-02-10 SPDW SPDR INDEX SHS FDS225.9K shares-0.59%2025-12-312026-02-10 VBR VANGUARD INDEX FDS43.9K shares1.82%2025-12-312026-02-10 MUB ISHARES TR71.9K shares22.09%2025-12-312026-02-10 SPEM SPDR INDEX SHS FDS113.6K shares-0.37%2025-12-312026-02-10 VTEB VANGUARD MUN BD FDS84.5K shares-8.99%2025-12-312026-02-10 AAPL APPLE INC15.1K shares-6.30%2025-12-312026-02-10 SPYG SPDR SERIES TRUST28.6K shares-2.25%2025-12-312026-02-10 SCHF SCHWAB STRATEGIC TR112.4K shares-8.11%2025-12-312026-02-10 SPYV SPDR SERIES TRUST42.5K shares-3.46%2025-12-312026-02-10 VBIL VANGUARD INSTL INDEX FD26.3K shares-1.18%2025-12-312026-02-10 SCHH SCHWAB STRATEGIC TR92.2K shares27.70%2025-12-312026-02-10 SPTM SPDR SERIES TRUST20.1K shares-17.84%2025-12-312026-02-10 MSFT MICROSOFT CORP2.4K shares0.42%2025-12-312026-02-10 VEA VANGUARD TAX-MANAGED FDS16.9K shares-2.97%2025-12-312026-02-10 VBK VANGUARD INDEX FDS3.3K shares-0.90%2025-12-312026-02-10 VTWV VANGUARD SCOTTSDALE FDS6.0K shares0.52%2025-12-312026-02-10 SPAB SPDR SERIES TRUST36.3K shares-1.16%2025-12-312026-02-10 BROADCOM INC BROADCOM INC1.8K shares-0.11%2025-12-312026-02-10 ALPHABET INC ALPHABET INC1.9K shares0.26%2025-12-312026-02-10 USRT ISHARES TR10.2K shares6.25%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO.1.2K shares0.00%2025-12-312026-02-10 SCHA SCHWAB STRATEGIC TR12.4K shares-8.35%2025-12-312026-02-10 VIG VANGUARD SPECIALIZED FUNDS1.5K shares6.69%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR462 shares3.36%2025-12-312026-02-10 AMZN AMAZON COM INC1.4K shares0.59%2025-12-312026-02-10 VTV VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-02-10 AJG GALLAGHER ARTHUR J & CO1.2K shares0.00%2025-12-312026-02-10 IEMG ISHARES INC4.3K shares2.89%2025-12-312026-02-10 SLYG SPDR SERIES TRUST3.0K shares0.00%2025-12-312026-02-10 CAT CATERPILLAR INC484 shares0.00%2025-12-312026-02-10 ITOT ISHARES TR1.8K shares10.59%2025-12-312026-02-10 VTIP VANGUARD MALVERN FDS5.2K shares30.51%2025-12-312026-02-10 DGRO ISHARES TR3.4K shares2.13%2025-12-312026-02-10 ARES ARES MANAGEMENT CORPORATION1.4K shares-0.28%2025-12-312026-02-10 XOM EXXON MOBIL CORP1.8K shares0.00%2025-12-312026-02-10 V VISA INC617 shares0.00%2025-12-312026-02-10 ABBV ABBVIE INC930 shares0.00%2025-12-312026-02-10 DES WISDOMTREE TR6.3K shares0.00%2025-12-312026-02-10 SDY SPDR SERIES TRUST1.5K shares0.00%2025-12-312026-02-10 IVW ISHARES TR1.7K shares0.00%2025-12-312026-02-10 NOBL PROSHARES TR1.9K sharesnew addition2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available