Partners in Financial Planning
Q1 2025 13F Holdings
- Locationsalem, VA
- Num holdings
101
- Value ($000)
$497,624
- Date Filed04/30/2025
- Form type13F-HR
- CIK0002054264
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $63.57 M | 13 % | 865,458 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $53.64 M | 11 % | 144,647 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $52.56 M | 11 % | 304,252 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $47.46 M | 10 % | 972,076 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $41.61 M | 8 % | 818,537 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $33.83 M | 7 % | 432,149 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $18.33 M | 4 % | 98,388 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $16.41 M | 3 % | 65,179 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $14.14 M | 3 % | 312,440 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $13.67 M | 3 % | 151,063 |
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