Fee-Only Financial Planning, L.C.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    okatie, SC
  • CIK
    0001954044
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

40

$154.82M
VUG, VTV, VO, VBR
13F-HR
Feb 4, 2025
000195404425000001

40

$156.10M
VUG, VTV, VO, VBR
13F-HR
Nov 4, 2024
000195404424000007

40

$148.55M
VUG, VTV, VO, VBR
13F-HR
Aug 5, 2024
000195404424000006

41

$148.17M
VUG, VTV, VO, VBR
13F-HR
Apr 25, 2024
000195404424000005

41

$138.45M
VUG, VTV, VO, VBR
13F-HR
Feb 6, 2024
000195404424000001

40

$124.11M
VUG, VTV, VO, VBR
RESTATEMENT
Apr 23, 2024
000195404424000004

43

$130.98M
VUG, VTV, VO, VBR
RESTATEMENT
Apr 23, 2024
000195404424000003

42

$123.15M
VUG, VTV, VO, VBR
RESTATEMENT
Apr 23, 2024
000195404424000002

40

$119.36M
VUG, VTV, VO, VBR
13F-HR
Feb 3, 2023
000195404423000001
Fee-only Financial Planning, L.c. 13F Filings