Vested Financial Planning, LLC
Q4 2025 13F Holdings
- Locationsan carlos, CA
- Num holdings
30
- Value ($000)
$129,860
- Date Filed01/23/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $38.89M | 30 % | 982,386 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $18.14M | 14 % | 554,379 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.34M | 13 % | 26,051 | ||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $9.84M | 8 % | 204,324 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $7.26M | 6 % | 170,638 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $6.39M | 5 % | 168,014 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $6.12M | 5 % | 137,745 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.53M | 4 % | 110,055 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $3.73M | 3 % | 17,820 | ||
APPLE INC | COM | 037833100 | $2.62M | 2 % | 9,652 |
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