Partners in Financial Planning
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsalem, VA
- CIK0002054264
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
107 | $490.25M | BND, VUG, VTV, BNDX | 13F-HR | Feb 12, 2025 | 000205426425000002 | ||
107 | $495.69M | BND, VUG, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000003 | ||
104 | $460.12M | VUG, BND, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000004 | ||
103 | $449.35M | VUG, BND, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000005 | ||
103 | $426.04M | BND, VUG, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000006 | ||
96 | $388.50M | BND, VUG, VTV, BNDX | 13F-HR | Mar 4, 2025 | 000205426425000010 | ||
94 | $392.71M | BND, VUG, VTV, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000008 | ||
93 | $379.98M | BND, VTV, VUG, BNDX | 13F-HR | Feb 26, 2025 | 000205426425000009 |