Quantum Financial Planning Services, Inc.
Q2 2025 13F Holdings
- Locationspokane, WA
- Num holdings
46
- Value ($000)
$212,420
- Date Filed07/25/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $58.37 M | 28 % | 734,213 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $56.42 M | 27 % | 128,706 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $33.79 M | 16 % | 464,827 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $26.59 M | 13 % | 342,796 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $7.95 M | 4 % | 237,715 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $4.51 M | 2 % | 114,223 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $3.68 M | 2 % | 68,237 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $2.40 M | 1 % | 32,636 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $2.13 M | 1 % | 2,152 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.57 M | 1 % | 3,165 |
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