Fee-Only Financial Planning, L.C.

Q4 2024 13F Holdings

  • Location
    okatie, SC
  • Num holdings

    40

  • Value ($000)

    $154,817

  • Date Filed
    02/04/2025
  • Form type
    13F-HR
  • CIK
    0001954044
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$46.30M
30 %

112,803

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$29.27M
19 %

172,901

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$13.86M
9 %

52,467

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$10.70M
7 %

54,012

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$10.52M
7 %

43,766

VBK
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$8.48M
6 %

30,268

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$5.81M
4 %

101,253

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$4.02M
3 %

7,463

VOE
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$3.66M
2 %

22,636

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$2.75M
2 %

9,481

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