Partners in Financial Planning
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsalem, VA
- CIK0002054264
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
101 | $497.63 M | BND, VUG, VTV, BNDX | 13F-HR | Apr 30, 2025 | 000205426425000011 | ||
107 | $490.25 M | BND, VUG, VTV, BNDX | 13F-HR | Feb 12, 2025 | 000205426425000002 | ||
107 | $495.69 M | BND, VUG, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000003 | ||
104 | $460.12 M | VUG, BND, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000004 | ||
103 | $449.35 M | VUG, BND, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000005 | ||
103 | $426.04 M | BND, VUG, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000006 | ||
96 | $388.50 M | BND, VUG, VTV, BNDX | 13F-HR | Mar 4, 2025 | 000205426425000010 | ||
94 | $392.71 M | BND, VUG, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000008 | ||
93 | $379.98 M | BND, VTV, VUG, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000009 | ||
90 | $361.30 M | BND, VTV, BNDX, VUG | 13F-HR | May 5, 2025 | 000205426425000013 | ||
90 | $350.07 M | BND, VTV, BNDX, VUG | 13F-HR | May 5, 2025 | 000205426425000014 | ||
94 | $314.60 M | BND, BNDX, VTV, VUG | 13F-HR | May 5, 2025 | 000205426425000015 | ||
90 | $317.81 M | BND, BNDX, VTV, VUG | 13F-HR | May 5, 2025 | 000205426425000016 | ||
92 | $326.82 M | BND, BNDX, VUG, VTV | 13F-HR | May 5, 2025 | 000205426425000017 | ||
95 | $320.43 M | BND, BNDX, VUG, VTV | 13F-HR | May 5, 2025 | 000205426425000018 | ||
92 | $319.54 M | BND, BNDX, VUG, VTV | 13F-HR | May 5, 2025 | 000205426425000019 |