United Financial Planning Group LLC: 13F holdings
CIK 20883372026Q2
| Positions | 465 |
|---|
| Reported value | $196.9m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 465 (+3 vs prior quarter) |
|---|
| Reported value | $196.9m (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD VALUE INDEX | 161,587 | $35.3m | 17.9% |
| VUG VANGUARD GROWTH INDEX | 385,232 | $33.2m | 16.9% |
| VEA VANGUARD FTSE DEVELOPED | 450,640 | $32.1m | 16.3% |
| IJH ISHARES CORE S&P MID-CAP | 133,020 | $10.3m | 5.2% |
| IJR ISHARES CORE S&P | 60,191 | $8.9m | 4.5% |
| IEMG ISHARES CORE MSCI | 103,354 | $8.6m | 4.4% |
| VNQ VANGUARD REAL ESTATE | 71,064 | $6.9m | 3.5% |
| BNDX VANGUARD TOTAL | 127,387 | $6.2m | 3.1% |
| BSV VANGUARD SHORT-TERM BOND | 62,065 | $4.8m | 2.5% |
| VO VANGUARD MID-CAP INDEX | 51,820 | $4.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2088337")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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