Partners in Financial Planning
Q3 2025 13F Holdings
- Locationsalem, VA
- Num holdings
230
- Value ($000)
$1,156,959
- Date Filed11/10/2025
- Form type13F-HR
- CIK0002054264
- 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 |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $71.81 M | 12 % | 965,626 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $71.81 M | 12 % | 965,626 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $66.63 M | 12 % | 138,916 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $66.63 M | 12 % | 138,916 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $56.22 M | 10 % | 301,476 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $56.22 M | 10 % | 301,476 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $53.24 M | 9 % | 1,076,345 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $53.24 M | 9 % | 1,076,345 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $46.44 M | 8 % | 775,066 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $46.44 M | 8 % | 775,066 |
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