Fee-Only Financial Planning, L.C.
Q1 2025 13F Holdings
- Locationokatie, SC
- Num holdings
41
- Value ($000)
$146,488
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001954044
- 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 |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $40.92M | 28 % | 110,352 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $29.36M | 20 % | 169,985 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.35M | 9 % | 51,601 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $10.00M | 7 % | 53,656 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $9.63M | 7 % | 43,429 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $7.59M | 5 % | 30,160 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $6.12M | 4 % | 100,841 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.84M | 3 % | 7,463 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $3.63M | 3 % | 22,635 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.51M | 2 % | 9,120 |
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