Vested Financial Planning, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    san carlos, CA
  • CIK
    0002044679
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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