Fee-Only Financial Planning, L.C.
Q2 2025 13F Holdings
- Locationokatie, SC
- Num holdings
41
- Value ($000)
$161,538
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $48.63M | 30 % | 110,916 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $30.20M | 19 % | 170,888 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $14.50M | 9 % | 51,815 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $10.47M | 7 % | 53,675 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $10.38M | 6 % | 43,819 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $8.37M | 5 % | 30,239 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $6.85M | 4 % | 101,844 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.44M | 3 % | 7,813 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $3.74M | 2 % | 22,771 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.82M | 2 % | 9,264 |
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