United Financial Planning Group LLC
Q3 2025 13F Holdings
- Locationhauppauge, NY
- Num holdings
230
- Value ($000)
$158,860
- Date Filed11/13/2025
- Form type13F-HR
- CIK0002088337
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $29.36 M | 19 % | 61,227 | ||
VTI VANGUARD VALUE ETF | ETF | 922908769 | $28.76 M | 18 % | 154,208 | ||
VWO VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 922042858 | $25.28 M | 16 % | 421,966 | ||
IJH ISHARES CORE S&P MID CAPETF | ETF | 464287507 | $8.27 M | 5 % | 126,789 | ||
IEMG ISHARES CORE MSCI EMERGING ETF | ETF | 46434G103 | $6.88 M | 4 % | 104,380 | ||
IJR ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | $6.59 M | 4 % | 55,480 | ||
VNQ VANGUARD REAL ESTATE ETF | ETF | 922908553 | $5.41 M | 3 % | 59,145 | ||
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF | ETF | 92203J407 | $4.86 M | 3 % | 98,253 | ||
VTI VANGUARD MID CAP ETF | ETF | 922908769 | $4.27 M | 3 % | 14,528 | ||
BSV VANGUARD SHORT-TERM BONDETF | ETF | 921937827 | $4.23 M | 3 % | 53,608 |
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