Fee-Only Financial Planning, L.C.
Q3 2025 13F Holdings
- Locationokatie, SC
- Num holdings
42
- Value ($000)
$171,406
- Date Filed10/27/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $52.37M | 31 % | 109,202 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $31.59M | 18 % | 169,415 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.08M | 9 % | 51,341 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $11.14M | 7 % | 43,807 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $11.04M | 6 % | 52,884 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $9.00M | 5 % | 30,247 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $7.21M | 4 % | 100,955 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.78M | 3 % | 7,813 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $3.95M | 2 % | 22,618 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.99M | 2 % | 9,116 |
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