Vested Financial Planning, LLC
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationsan carlos, CA
- CIK0002044679
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
30 | $123.29M | DFAC, DFAX, VOO, DFNM | 13F-HR | Oct 28, 2025 | 000204467925000002 | ||
28 | $112.42M | DFAC, DFAX, VOO, DFNM | 13F-HR | Jul 22, 2025 | 000108514625004016 | ||
25 | $100.07M | DFAC, DFAX, VOO, DFNM | 13F-HR | Apr 30, 2025 | 000108514625002456 | ||
25 | $105.56M | DFAC, DFAX, VOO, DFNM | 13F-HR | Jan 28, 2025 | 000108514625000585 |