Vested Financial Planning, LLC
Q1 2025 13F Holdings
- Locationsan carlos, CA
- Num holdings
25
- Value ($000)
$100,068
- Date Filed04/30/2025
- Form type13F-HR
- CIK0002044679
- 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 |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $34.33M | 34 % | 1,040,633 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $15.19M | 15 % | 579,625 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $11.39M | 11 % | 22,159 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $8.70M | 9 % | 182,823 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.80M | 7 % | 161,684 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $4.75M | 5 % | 130,548 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.25M | 4 % | 85,568 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $2.41M | 2 % | 13,978 | ||
AAPL APPLE INC | COM | 037833100 | $2.38M | 2 % | 10,696 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $2.26M | 2 % | 43,332 |
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