Partners in Financial Planning: 13F holdings
CIK 20542642026Q2
| Positions | 131 |
|---|
| Reported value | $659.5m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 131 (+9 vs prior quarter) |
|---|
| Reported value | $659.5m (+9.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BND VANGUARD TOTAL BOND MARKET ETF | 1,063,064 | $78.0m | 11.8% |
| VUG VANGUARD GROWTH ETF | 824,863 | $71.1m | 10.8% |
| VTV VANGUARD VALUE ETF | 299,573 | $65.3m | 9.9% |
| BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF | 1,288,435 | $62.4m | 9.5% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 771,756 | $55.0m | 8.3% |
| BSV VANGUARD SHORT-TERM BOND ETF | 488,983 | $38.1m | 5.8% |
| VBK VANGUARD SMALL-CAP GROWTH ETF | 66,268 | $24.2m | 3.7% |
| VBR VANGUARD SMALL CAP VALUE ETF | 99,603 | $24.2m | 3.7% |
| VWO VANGUARD FTSE EMERGING MARKETS ETF | 302,899 | $18.1m | 2.7% |
| VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 105,235 | $16.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054264")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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