Partners in Financial Planning 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PI Partners in Financial Planning | Institutional Filer | ▲ 2.09% | $602.9M | 122 |
Current Portfolio Holdings
Showing all 122 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | — | 1.0M | $77.1M | 12.78% |
| 2 | VTV | VANGUARD INDEX FDS | — | 307K | $60.3M | 10.00% |
| 3 | VUG | VANGUARD INDEX FDS | — | 136K | $59.6M | 9.88% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | — | 1.2M | $59.4M | 9.85% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 789K | $50.6M | 8.39% |
| 6 | BSV | VANGUARD BD INDEX FDS | — | 477K | $37.4M | 6.21% |
| 7 | VBR | VANGUARD INDEX FDS | — | 102K | $22.1M | 3.67% |
| 8 | VBK | VANGUARD INDEX FDS | — | 67K | $20.2M | 3.35% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | — | 306K | $16.5M | 2.74% |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | — | 106K | $15.4M | 2.56% |
| 11 | VNQ | VANGUARD INDEX FDS | — | 158K | $14.0M | 2.32% |
| 12 | SPDW | SPDR INDEX SHS FDS | — | 290K | $13.2M | 2.20% |
| 13 | VTEB | VANGUARD MUN BD FDS | — | 237K | $11.8M | 1.96% |
| 14 | VTI | VANGUARD INDEX FDS | — | 35K | $11.3M | 1.87% |
| 15 | SUB | ISHARES TR | — | 102K | $10.9M | 1.81% |
Showing 1 to 15 of 122 holdings