Partners in Financial Planning
Q4 2024 13F Holdings
- Locationsalem, VA
- Num holdings
107
- Value ($000)
$490,247
- Date Filed02/12/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $61.40M | 13 % | 853,864 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $58.94M | 12 % | 143,602 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $49.87M | 10 % | 294,554 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $46.11M | 9 % | 940,126 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $36.54M | 8 % | 764,163 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $32.47M | 7 % | 420,233 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $18.56M | 4 % | 93,677 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $17.70M | 4 % | 63,212 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $13.17M | 3 % | 298,956 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $13.17M | 3 % | 147,789 |
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