Quantum Financial Planning Services, Inc.
Q1 2025 13F Holdings
- Locationspokane, WA
- Num holdings
38
- Value ($000)
$182,808
- Date Filed05/08/2025
- Form type13F-HR
- CIK0002050169
- 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 |
|---|---|---|---|---|---|---|---|
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $58.90M | 32 % | 746,084 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $45.79M | 25 % | 123,485 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $29.23M | 16 % | 444,516 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $23.73M | 13 % | 323,140 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $5.72M | 3 % | 73,882 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $2.67M | 2 % | 51,822 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $2.27M | 1 % | 2,403 | ||
AAPL APPLE INC | COM | 037833100 | $1.80M | 1 % | 8,086 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.46M | 1 % | 3,896 | ||
AMZN AMAZON COM INC | COM | 023135106 | $1.24M | 1 % | 6,513 |
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