Partners in Financial Planning Portfolio Holdings - 13F Filings | 13F Fund Database
Partners in Financial Planning 13F Holdings
CIK 0002054264 · SALEM, VA
As of Sep 30, 2025, Partners in Financial Planning reported
115 positions worth $578.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 965,626 | $71.8M | 12.41% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 138,916 | $66.6M | 11.52% |
| VANGUARD VALUE INDEX FUND | VTV | — | 301,476 | $56.2M | 9.72% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 1,076,345 | $53.2M | 9.20% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 775,066 | $46.4M | 8.03% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 457,164 | $36.1M | 6.24% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 100,216 | $20.9M | 3.62% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 66,338 |
|
9.7M3.41% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 304,473 |
6.5M | 2.85% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 105,931 |
5.1M | 2.61% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 155,388 |
4.2M | 2.46% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 286,527 |
2.3M | 2.12% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 35,665 |
1.7M | 2.02% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 225,063 |
1.3M | 1.95% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 97,955 |
0.5M | 1.81% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 88,946 | $7.5M | 1.29% |
| VANGUARD 500 INDEX FUND | VOO | — | 10,610 | $6.5M | 1.12% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 50,484 | $5.4M | 0.93% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 42,781 | $4.5M | 0.77% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 78,150 | $4.3M | 0.75% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 14,113 | $4.1M | 0.72% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 50,954 | $3.9M | 0.68% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 16,029 | $3.4M | 0.58% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 68,714 | $3.2M | 0.56% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 58,343 | $3.0M | 0.52% |