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Fee-Only Financial Planning, L.C.

Q1 2026 13F Holdings

  • Location
    okatie, SC
  • Num holdings

    43

  • Value ($000)

    $165,651

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • CIK
    0001954044
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$46.33M
28 %

106,068

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$32.25M
20 %

164,391

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$14.49M
9 %

50,451

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$11.41M
7 %

52,537

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$11.26M
7 %

42,989

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$9.02M
5 %

29,838

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$7.52M
5 %

100,181

V
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$4.15M
3 %

22,527

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$4.13M
3 %

6,908

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$2.86M
2 %

8,928

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