Frisco Financial Planning LLC: 13F holdings
CIK 21339722026Q2
| Positions | 29 |
|---|
| Reported value | $132.7m |
|---|
| Filed | 2026-07-02 |
|---|
Change since last quarter
| Positions | 29 (+0 vs prior quarter) |
|---|
| Reported value | $132.7m (+9.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VB Vanguard Small-Cap ETF | 53,540 | $16.2m | 12.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 305,744 | $15.5m | 11.7% |
| VEA Vanguard FTSE Developed Markets ETF | 201,714 | $14.4m | 10.8% |
| SCHX Schwab US Large-Cap ETF | 430,602 | $12.7m | 9.6% |
| VTIP Vanguard Short-Term Infl-Prot Secs ETF | 220,218 | $11.1m | 8.3% |
| VCIT Vanguard Interm-Term Corp Bd ETF | 124,918 | $10.3m | 7.8% |
| SPY SPDR S&P 500 ETF Trust | 13,650 | $10.2m | 7.7% |
| AGG iShares Core US Aggregate Bond ETF | 94,135 | $9.3m | 7.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 84,306 | $7.0m | 5.3% |
| BNDX Vanguard Total International Bond ETF | 114,178 | $5.5m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2133972")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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