Partners in Financial Planning
Q2 2025 13F Holdings
- Locationsalem, VA
- Num holdings
107
- Value ($000)
$542,290
- Date Filed08/04/2025
- Form type13F-HR
- CIK0002054264
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $66.27M | 12 % | 900,028 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $62.30M | 12 % | 142,109 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $53.12M | 10 % | 300,550 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $50.52M | 9 % | 1,020,401 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $44.39M | 8 % | 778,594 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $35.33M | 7 % | 448,864 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $19.61M | 4 % | 100,573 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $18.44M | 3 % | 66,568 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $15.13M | 3 % | 305,905 | ||
VSS VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | $14.39M | 3 % | 107,052 |
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