Titelia

Holdings of United Financial Planning Group LLC

454 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.1 % of the equity sleeve

Sector breakdown

  • Funds 10.2 %
  • Technology 2.9 %
  • Health care 1.8 %
  • Financials 1.3 %
  • Consumer staples 0.8 %
  • Communication 0.8 %
  • Consumer discretionary 0.7 %
  • Utilities 0.6 %
  • Industrials 0.5 %
  • Materials 0.4 %
  • Energy 0.3 %
  • Unattributed 79.8 %

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 %
  • CA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US453169M $100.00 %
2CA1324 $0.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Value ETF 154,90030.4M $
2Vanguard FTSE Developed Markets ETF 435,76227.9M $
3Vanguard Growth ETF 62,64927.4M $
4iShares Core S&P Mid-Cap ETF 128,4958.7M $
5iShares Core S&P Small-Cap ETF 58,9247.3M $
6iShares Core MSCI Emerging Markets ETF 100,0707M $
7Vanguard Real Estate ETF 68,8536.1M $
8Vanguard Charlotte Funds 118,8465.7M $
9Vanguard Short-term Bond Etf 55,6914.4M $
10Vanguard Mid-Cap ETF 13,0773.8M $
11AbbVie Inc 11,4712.5M $
12Vanguard Total Stock Market ETF 7,1862.3M $
13iShares Trust 43,2532.3M $
14Apple Inc 7,9152M $
15Vanguard Small-Cap ETF 7,4562M $
16iShares Core MSCI International Developed Markets ETF 23,0761.9M $
17SPDR Gold Shares 3,9201.7M $
18Vanguard Total International S 20,4021.6M $
19Vanguard International Equity Index Funds 28,2971.5M $
20iShares Silver Trust 20,0681.4M $
21Walmart Inc 9,3981.2M $
22Vanguard Bond Index Funds 14,9401.2M $
23NVIDIA Corp 5,8201M $
24Consolidated Edison Inc 8,115918.5K $
25State Street SPDR S&P 500 ETF Trust 1,330865.3K $
26Vanguard S&P 500 ETF 1,402837.6K $
27Microsoft Corp 1,945720K $
28Newmont Corp 4,913531.8K $
29Alphabet Inc 1,639471.4K $
30Berkshire Hathaway Inc 952456.2K $
31Vanguard High Dividend Yield E 2,983441.8K $
32Select Sector Spdr Trust 6,667408.4K $
33Moody's Corp 877382.6K $
34Visa Inc 1,223369.7K $
35Amazon.com Inc 1,718357.8K $
36Exxon Mobil Corp 2,040346.1K $
37Alphabet Inc 1,198343.7K $
38Vanguard World Fund 1,691335.1K $
39Meta Platforms Inc 551315.2K $
40Vanguard Bond Index Funds 4,314296.7K $
41VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,316283K $
42iShares Core S&P 500 ETF 425277.3K $
43Invesco QQQ Trust Series 1 467269.5K $
44Vanguard Index Funds 1,209262.7K $
45McDonald's Corp. 839260.8K $
46FedEx Corp 664236.6K $
47iShares iBoxx USD Investment Grade Corporate Bond ETF 2,155234.9K $
48Oracle Corp 1,511222.3K $
49JPMorgan Chase & Co 738217K $
50Tesla Inc 577214.5K $
51Schwab Short-Term U.S. Treasury ETF 8,646209.8K $
52Schwab Long-Term U.S. Treasury ETF 5,718179.7K $
53VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 2,212175.4K $
54Broadcom Inc 564174.4K $
55iShares Core MSCI EAFE ETF 1,555140.8K $
56International Business Machines Corp. 571138.4K $
57Vanguard Large-Cap ETF 461137.8K $
58Vanguard Total Bond Market ETF 1,714126.2K $
59Boeing Co/The 627124.8K $
60iShares MSCI Global Metals & M 2,143121.3K $
61Fidelity Wise Origin Bitcoin Fund 1,995117.8K $
62Motorola Solutions Inc 244105.9K $
63MSC Income Fund Inc 8,363101.9K $
64Morgan Stanley 610100.4K $
65Caterpillar Inc 13495.2K $
66iShares Biotechnology ETF 55894.2K $
67QUALCOMM Inc 72593.4K $
68Home Depot Inc/The 27991.8K $
69INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 4,85484.1K $
70Johnson & Johnson 33982.9K $
71iShares MSCI EAFE ETF 84181.7K $
72Bank of America Corp 1,60778.3K $
73Schwab U.S. Aggregate Bond ETF 3,32877.3K $
74Vanguard Extended Market ETF 35372.6K $
75Eli Lilly & Co 7468.1K $
76iShares Core S&P Total U.S. Stock Market ETF 46466.1K $
77Goldman Sachs Group Inc/The 7866K $
78Blackstone Inc 56064.4K $
79Merck & Co Inc 51962.4K $
80PepsiCo Inc 39160.7K $
81iShares Russell 2000 ETF 21352.8K $
82Netflix Inc 54051.9K $
83State Street SPDR S&P Dividend ETF 35551.8K $
84Walt Disney Co/The 50548.7K $
85DR Horton Inc 33345.7K $
86VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 1,00044.5K $
87Lockheed Martin Corp 7243.5K $
88Comcast Corp 1,49342.9K $
89US Bancorp 78440.8K $
90Smartstop Self Storage REIT Inc 1,33740.5K $
91Analog Devices Inc 12740.4K $
92Mastercard Inc 7839K $
93Amgen Inc 11038.8K $
94Lowe's Cos Inc 16338.5K $
95Vanguard Information Technology ETF 5538.4K $
96iShares ESG Aware MSCI USA ETF 27138.3K $
97iShares Core MSCI Total International Stock ETF 43137.3K $
98Sandisk Corp/DE 5836.9K $
99State Street Utilities Select Sector SPDR ETF 79036.3K $
100Vanguard Intermediate-Term Corporate Bond ETF 41033.9K $