United Financial Planning Group LLC

Q3 2025 13F Holdings

  • Location
    hauppauge, NY
  • Num holdings

    230

  • Value ($000)

    $158,860

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0002088337
  • 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
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$29.36M
19 %

61,227

V
VTI

VANGUARD VALUE ETF

ETF
922908769
$28.76M
18 %

154,208

V
VWO

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
922042858
$25.28M
16 %

421,966

I
IJH

ISHARES CORE S&P MID CAPETF

ETF
464287507
$8.27M
5 %

126,789

I
IEMG

ISHARES CORE MSCI EMERGING ETF

ETF
46434G103
$6.88M
4 %

104,380

I
IJR

ISHARES CORE S&P SMALL CAP ETF

ETF
464287804
$6.59M
4 %

55,480

V
VNQ

VANGUARD REAL ESTATE ETF

ETF
922908553
$5.41M
3 %

59,145

B
BNDX

VANGUARD TOTAL INTERNATIONAL BND ETF

ETF
92203J407
$4.86M
3 %

98,253

V
VTI

VANGUARD MID CAP ETF

ETF
922908769
$4.27M
3 %

14,528

B
BSV

VANGUARD SHORT-TERM BONDETF

ETF
921937827
$4.23M
3 %

53,608

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