Financial Planning Navigators CORP
Q4 2025 13F Holdings
- Locationmaple grove, MN
- Num holdings
47
- Value ($000)
$217,855
- Date Filed01/16/2026
- Form type13F-HR
- CIK0002102043
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $53.93 M | 25 % | 171,317 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $45.07 M | 21 % | 721,490 | ||
S SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $22.27 M | 10 % | 740,491 | ||
D DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $15.67 M | 7 % | 473,647 | ||
B VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $8.36 M | 4 % | 172,974 | ||
S ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $8.36 M | 4 % | 81,605 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $8.30 M | 4 % | 83,053 | ||
K SPDR SERIES TRUST | STATE STREET SPD | 78464A375 | $8.29 M | 4 % | 245,053 | ||
J J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $8.23 M | 4 % | 152,184 | ||
C SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | $4.93 M | 2 % | 107,587 |
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