United Financial Planning Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UF United Financial Planning Group LLC | Institutional Filer | ▲ 2.63% | $169.2M | 462 |
Current Portfolio Holdings
Showing all 462 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE INDEX | — | 155K | $30.4M | 17.96% |
| 2 | VEA | VANGUARD FTSE DEVELOPED | — | 436K | $27.9M | 16.51% |
| 3 | VUG | VANGUARD GROWTH INDEX | — | 63K | $27.4M | 16.18% |
| 4 | IJH | ISHARES CORE S&P MID-CAP | — | 128K | $8.7M | 5.13% |
| 5 | IJR | ISHARES CORE S&P | — | 59K | $7.3M | 4.33% |
| 6 | IEMG | ISHARES CORE MSCI | — | 100K | $7.0M | 4.13% |
| 7 | VNQ | VANGUARD REAL ESTATE | — | 69K | $6.1M | 3.61% |
| 8 | BNDX | VANGUARD TOTAL INT BOND | — | 119K | $5.7M | 3.38% |
| 9 | BSV | VANGUARD SHORT-TERM BOND | — | 56K | $4.4M | 2.58% |
| 10 | VO | VANGUARD MID-CAP INDEX | — | 13K | $3.8M | 2.22% |
| 11 | ABBV | AbbVie Inc. | Healthcare | 11K | $2.5M | 1.47% |
| 12 | VTI | VANGUARD TOTAL STOCK | — | 7K | $2.3M | 1.36% |
| 13 | IGSB | ISHARES 1-5 YEAR | — | 43K | $2.3M | 1.34% |
| 14 | AAPL | Apple Inc. | Technology | 8K | $2.0M | 1.19% |
| 15 | VB | VANGUARD SMALL-CAP INDEX | — | 7K | $2.0M | 1.15% |
Showing 1 to 15 of 462 holdings