Vested Financial Planning, LLC
Q1 2026 13F Holdings
- Locationsan carlos, CA
- Num holdings
27
- Value ($000)
$131,252
- Date Filed 04/16/2026
- Form type13F-HR
- CIK 0002044679
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $38.12M | 29 % | 980,912 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $18.7M | 14 % | 550,554 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.57M | 13 % | 27,724 | ||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $9.71M | 7 % | 202,623 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $7.36M | 6 % | 174,360 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | $6.85M | 5 % | 150,138 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $6.72M | 5 % | 134,624 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $6.2M | 5 % | 168,632 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $4.01M | 3 % | 19,488 | ||
APPLE INC | COM | 037833100 | $2.45M | 2 % | 9,652 |
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