Vested Financial Planning, LLC 13F Holdings
CIK 0002044679
As of Sep 30, 2025, Vested Financial Planning, LLC reported 30 positions worth
CIK 0002044679
As of Sep 30, 2025, Vested Financial Planning, LLC reported 30 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 975,948 | $37.6M | 30.53% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 553,615 | 7.4M | 14.09% |
| VANGUARD 500 INDEX FUND | VOO | — | 24,634 | 5.1M | 12.24% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 193,524 | $9.3M | 7.53% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 163,469 | $7.0M | 5.67% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 169,653 | $6.4M | 5.20% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 129,161 | $5.5M | 4.48% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 102,265 | $5.1M | 4.15% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 16,712 | $3.5M | 2.84% |
| APPLE INC | AAPL | Technology | 9,696 | $2.5M | 2.00% |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | DFGX | — | 38,769 | $2.1M | 1.70% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 40,026 | .9M | 1.52% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 3,814 | .3M | 1.02% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 19,336 | $903.2K | 0.73% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | — | 15,690 | $871.9K | 0.71% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 8,340 | $836.1K | 0.68% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 6,052 | $833.9K | 0.68% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,185 | $789.2K | 0.64% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,050 | $630.4K | 0.51% |
| ISHARES MSCI EAFE ETF | EFA | — | 6,348 | $592.7K | 0.48% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 9,866 | $505.4K | 0.41% |
| ROBLOX CORP | RBLX | Communication Services | 3,476 | $481.5K | 0.39% |
| ISHARES ESG MSCI USA LEADERS ETF | SUSL | — | 4,019 | $470.4K | 0.38% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 461 | $344.2K | 0.28% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 9,876 | $269.7K | 0.22% |