Wrenne Financial Planning LLC: 13F holdings
CIK 20230542026Q2
| Positions | 60 |
|---|
| Reported value | $296.1m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 60 (+11 vs prior quarter) |
|---|
| Reported value | $296.1m (+16.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 173,215 | $64.1m | 21.6% |
| VEU VANGUARD INTL EQUITY INDEX F | 592,109 | $49.6m | 16.7% |
| SLYV SPDR SERIES TRUST | 211,985 | $23.1m | 7.8% |
| VNQ VANGUARD INDEX FDS | 219,084 | $21.1m | 7.1% |
| BND VANGUARD BD INDEX FDS | 224,108 | $16.5m | 5.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 265,063 | $15.8m | 5.3% |
| VXUS VANGUARD STAR FDS | 164,437 | $14.1m | 4.7% |
| SCHB SCHWAB STRATEGIC TR | 462,970 | $13.4m | 4.5% |
| VBR VANGUARD INDEX FDS | 44,818 | $10.9m | 3.7% |
| EWU SPDR INDEX SHS FDS | 213,495 | $10.8m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2023054")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples