United Financial Planning Group LLC 13F Holdings
CIK 0002088337
As of Sep 30, 2025, United Financial Planning Group LLC reported 230 positions worth
CIK 0002088337
As of Sep 30, 2025, United Financial Planning Group LLC reported 230 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 175,230 | $35.2M | 22.13% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 61,227 | $29.4M | 18.49% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 421,966 | $25.3M | 15.92% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 126,789 | $8.3M | 5.21% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 104,380 | $6.9M | 4.33% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 55,480 | $6.6M | 4.15% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 59,145 | $5.4M | 3.40% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 68,659 | $5.4M | 3.40% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 98,253 | $4.9M | 3.06% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 8,663 | $2.2M | 1.39% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 38,425 | $2.0M | 1.28% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 26,980 | $2.0M | 1.25% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 23,877 | .9M | 1.21% |
| APPLE INC | AAPL | Technology | 6,865 | .7M | 1.10% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 32,061 | .7M | 1.09% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,257 | .2M | 0.76% |
| WALMART INC | WMT | Consumer Defensive | 9,561 | $985.4K | 0.62% |
| SPDR GOLD TRUST | GQ9 | — | 2,501 | $889.0K | 0.56% |
| NEWMONT CORP | NEM | Basic Materials | 10,355 | $873.1K | 0.55% |
| BARRICK MINING CORP | B | Basic Materials | 25,886 | $848.3K | 0.53% |
| CONSOLIDATED EDISON INC | ED | Utilities | 8,044 | $808.5K | 0.51% |
| NVIDIA CORP | NVDA | Technology | 3,796 | $708.3K | 0.45% |
| SPDR S&P 500 ETF TRUST | SPY | — | 983 | $654.9K | 0.41% |
| ISHARES SILVER TRUST | SLV | — | 14,973 | $634.4K | 0.40% |
| MICROSOFT CORP | MSFT | Technology | 1,212 | $627.8K | 0.40% |