Fee-Only Financial Planning, L.C.: 13F holdings
CIK 19540442026Q2
| Positions | 45 |
|---|
| Reported value | $186.6m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 45 (+2 vs prior quarter) |
|---|
| Reported value | $186.6m (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 629,499 | $54.2m | 29.1% |
| VTV VANGUARD INDEX FDS | 160,709 | $35.0m | 18.8% |
| VO VANGUARD INDEX FDS | 200,192 | $16.1m | 8.6% |
| VB VANGUARD INDEX FDS | 42,733 | $13.0m | 6.9% |
| VBR VANGUARD INDEX FDS | 51,858 | $12.6m | 6.8% |
| VBK VANGUARD INDEX FDS | 29,523 | $10.8m | 5.8% |
| VEU VANGUARD INTL EQUITY INDEX F | 99,219 | $8.3m | 4.5% |
| VOO VANGUARD INDEX FDS | 6,908 | $4.7m | 2.5% |
| VOE VANGUARD INDEX FDS | 22,542 | $4.5m | 2.4% |
| VTI VANGUARD INDEX FDS | 8,920 | $3.3m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1954044")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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