Vested Financial Planning, LLC
Q4 2024 13F Holdings
- Locationsan carlos, CA
- Num holdings
25
- Value ($000)
$105,561
- Date Filed01/28/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $38.05 M | 36 % | 1,099,986 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $15.82 M | 15 % | 636,212 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $11.77 M | 11 % | 21,849 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $8.92 M | 9 % | 186,803 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.67 M | 6 % | 161,514 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $4.45 M | 4 % | 130,290 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.27 M | 4 % | 85,262 | ||
AAPL APPLE INC | COM | 037833100 | $2.77 M | 3 % | 11,046 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $2.59 M | 3 % | 13,647 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $2.26 M | 2 % | 43,288 |
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