Quantum Financial Planning Services, Inc.
Q4 2024 13F Holdings
- Locationspokane, WA
- Num holdings
34
- Value ($000)
$180,249
- Date Filed01/23/2025
- Form type13F-HR
- CIK0002050169
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $56.64 M | 31 % | 726,052 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $49.54 M | 28 % | 120,710 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $29.42 M | 16 % | 426,722 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $21.32 M | 12 % | 296,511 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $5.25 M | 3 % | 69,227 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $2.59 M | 1 % | 46,615 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $2.00 M | 1 % | 2,181 | ||
AAPL APPLE INC | COM | 037833100 | $1.68 M | 1 % | 6,711 | ||
AMZN AMAZON COM INC | COM | 023135106 | $1.13 M | 1 % | 5,146 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $883.61 K | 1 % | 14,994 |
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