Holdings of Vested Financial Planning, LLC
23 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 91.8 % of the equity sleeve
Sector breakdown
- Funds 15.4 %
- Technology 2.2 %
- Consumer discretionary 0.2 %
- Unattributed 82.1 %
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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 23 | 109.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 980,912 | 38.1M $ | |
| 2 | Vanguard S&P 500 ETF | 27,724 | 16.6M $ | |
| 3 | DFA Dimensional National Municipal Bond ETF | 202,623 | 9.7M $ | |
| 4 | Dimensional ETF Trust | 174,360 | 7.4M $ | |
| 5 | State Street SPDR Portfolio Developed World ex-US ETF | 150,138 | 6.9M $ | |
| 6 | Vanguard Tax-Exempt Bond Index ETF | 134,624 | 6.7M $ | |
| 7 | Dimensional ETF Trust | 168,632 | 6.2M $ | |
| 8 | Vanguard Extended Market ETF | 19,488 | 4M $ | |
| 9 | Apple Inc | 9,652 | 2.4M $ | |
| 10 | State Street SPDR Portfolio Emerging Markets ETF | 46,808 | 2.2M $ | |
| 11 | iShares Trust | 33,153 | 1.5M $ | |
| 12 | Vanguard Total Stock Market ETF | 4,416 | 1.4M $ | |
| 13 | iShares Core U.S. Aggregate Bond ETF | 8,806 | 874.2K $ | |
| 14 | Vanguard Total World Stock ETF | 6,231 | 861.8K $ | |
| 15 | iShares Trust | 17,163 | 858.8K $ | |
| 16 | State Street SPDR S&P 500 ETF Trust | 1,223 | 795.3K $ | |
| 17 | iShares MSCI EAFE ETF | 6,650 | 646K $ | |
| 18 | Invesco QQQ Trust Series 1 | 1,050 | 606K $ | |
| 19 | Vanguard Information Technology ETF | 461 | 321.6K $ | |
| 20 | iShares Trust | 2,549 | 289.6K $ | |
| 21 | iShares Core 80/20 Aggressive | 3,096 | 274K $ | |
| 22 | Airbnb Inc | 2,143 | 270.6K $ | |
| 23 | Vanguard FTSE Developed Markets ETF | 3,373 | 216.1K $ |