Titelia

Holdings of Wrenne Financial Planning LLC

48 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 81.4 % of the equity sleeve

Sector breakdown

  • Technology 2.1 %
  • Financials 0.2 %
  • Communication 0.2 %
  • Funds 0.2 %
  • Industrials 0.1 %
  • Energy 0.1 %
  • Consumer discretionary 0.1 %
  • Health care 0.1 %
  • Unattributed 96.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US48254M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 169,19354.3M $
2Vanguard FTSE All-World ex-US ETF 565,85842.5M $
3SPDR SERIES TRUST 202,96419.2M $
4Vanguard Real Estate ETF 208,08918.5M $
5Vanguard Total Bond Market ETF 204,58915.1M $
6Vanguard International Equity Index Funds 249,18613.5M $
7Vanguard Total International S 162,62512.5M $
8Schwab US Broad Market ETF 435,38710.9M $
9State Street SPDR Portfolio Developed World ex-US ETF 230,89810.5M $
10Vanguard Index Funds 44,8219.7M $
11iShares National Muni Bond ETF 77,1628.2M $
12State Street SPDR Portfolio Emerging Markets ETF 117,5025.5M $
13Vanguard Tax-Exempt Bond Index ETF 84,4554.2M $
14Apple Inc 15,1823.9M $
15Schwab International Equity ETF 112,8102.8M $
16SPDR Series Trust 28,4272.8M $
17SPDR Series Trust 42,3042.4M $
18Schwab U.S. REIT ETF 96,6622.1M $
19Vanguard 0-3 Month Treasury Bi 26,2832M $
20State Street SPDR Portfolio S& 19,7861.6M $
21Vanguard FTSE Developed Markets ETF 16,3601M $
22Vanguard Index Funds 3,283992.3K $
23State Street SPDR Portfolio Ag 38,669990.7K $
24Microsoft Corp 2,265838.5K $
25iShares Core U.S. REIT ETF 10,309610.2K $
26Broadcom Inc 1,842570.1K $
27Alphabet Inc 1,941556.8K $
28Invesco QQQ Trust Series 1 920531K $
29Vanguard S&P 500 ETF 861514.5K $
30Schwab U.S. Small-Cap ETF 12,315358.1K $
31Caterpillar Inc 485343.4K $
32JPMorgan Chase & Co 1,126331.2K $
33VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,499322.4K $
34Vanguard Value ETF 1,643322.4K $
35State Street SPDR S&P 500 ETF Trust 482313.6K $
36Exxon Mobil Corp 1,801305.5K $
37iShares Core MSCI Emerging Markets ETF 4,308300.5K $
38State Street SPDR S&P 600 Smal 2,990288.9K $
39Amazon.com Inc 1,362283.7K $
40Vanguard Malvern Funds 5,637281.6K $
41SPDR Series Trust 3,419261.7K $
42Arthur J Gallagher & Co 1,155250.2K $
43iShares Core S&P Total U.S. Stock Market ETF 1,738247.5K $
44iShares Core Dividend Growth ETF 3,411239.4K $
45WisdomTree US SmallCap Dividen 6,347228.1K $
46State Street SPDR S&P Dividend ETF 1,480216K $
47ProShares Trust 1,923203.9K $
48AbbVie Inc 930202.4K $