Quantum Financial Planning Services, Inc.

Q3 2025 13F Holdings

  • Location
    spokane, WA
  • Num holdings

    49

  • Value ($000)

    $247,265

  • Date Filed
    10/14/2025
  • Form type
    13F-HR
  • CIK
    0002050169
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$62.68M
25 %

784,240

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$58.80M
24 %

122,600

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$37.68M
15 %

480,981

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$26.72M
11 %

340,754

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$18.18M
7 %

554,456

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$9.62M
4 %

277,016

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$5.39M
2 %

128,325

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$4.52M
2 %

77,704

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$2.03M
1 %

27,283

A
AAPL

APPLE INC

COM
037833100
$2.00M
1 %

7,835

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