Financial Planning Navigators CORP: 13F holdings
CIK 21020432026Q2
| Positions | 70 |
|---|
| Reported value | $267.2m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 70 (+19 vs prior quarter) |
|---|
| Reported value | $267.2m (+17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VV VANGUARD INDEX FDS | 180,597 | $62.1m | 23.2% |
| VEA VANGUARD TAX-MANAGED FDS | 711,256 | $50.7m | 19.0% |
| SCHM SCHWAB STRATEGIC TR | 730,881 | $26.9m | 10.1% |
| DFEM DIMENSIONAL ETF TRUST | 450,591 | $18.3m | 6.9% |
| BNDX VANGUARD CHARLOTTE FDS | 193,302 | $9.4m | 3.5% |
| JBND J P MORGAN EXCHANGE TRADED F | 174,507 | $9.3m | 3.5% |
| AGG ISHARES TR | 94,162 | $9.3m | 3.5% |
| SPIB SPDR SERIES TRUST | 278,312 | $9.3m | 3.5% |
| STIP ISHARES TR | 91,095 | $9.3m | 3.5% |
| VTEB VANGUARD MUN BD FDS | 130,562 | $6.6m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2102043")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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