Vested Financial Planning, LLC
Q3 2025 13F Holdings
- Locationsan carlos, CA
- Num holdings
30
- Value ($000)
$123,288
- Date Filed10/28/2025
- Form type13F-HR
- CIK0002044679
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $37.64 M | 31 % | 975,948 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $17.37 M | 14 % | 553,615 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $15.09 M | 12 % | 24,634 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $9.29 M | 8 % | 193,524 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.99 M | 6 % | 163,469 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $6.41 M | 5 % | 169,653 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $5.53 M | 5 % | 129,161 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.12 M | 4 % | 102,265 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $3.50 M | 3 % | 16,712 | ||
AAPL APPLE INC | COM | 037833100 | $2.47 M | 2 % | 9,696 |
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