Quantum Financial Planning Services, Inc.
Q3 2025 13F Holdings
- Locationspokane, WA
- Num holdings
49
- Value ($000)
$247,265
- Date Filed10/14/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $62.68M | 25 % | 784,240 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $58.80M | 24 % | 122,600 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $37.68M | 15 % | 480,981 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $26.72M | 11 % | 340,754 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $18.18M | 7 % | 554,456 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $9.62M | 4 % | 277,016 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $5.39M | 2 % | 128,325 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $4.52M | 2 % | 77,704 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $2.03M | 1 % | 27,283 | ||
AAPL APPLE INC | COM | 037833100 | $2.00M | 1 % | 7,835 |
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