account_balance
Investment manager · 13F filer · SEC CIK 1954044
Fee-Only Financial Planning, L.C.
Reported value$182Mas of Sep 30, 2026
Positions43 0 new, 2 sold out
Top 10 weight87.2%VUG alone is 31%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
30.7%
VTVVanguard Index FDS
18.4%Trimmed −3%
VOVanguard Index FDS
8.5%
VBVanguard Index FDS
6.5%Trimmed −2%
VBRVanguard Index FDS
6.4%
VBKVanguard Index FDS
5.4%
VEUVanguard Intl Equity Index F
4.4%
VOOVanguard Index FDS
2.6%
VOEVanguard Index FDS
2.4%
VTIVanguard Index FDS
1.8%
VXF1.3%
VOT
VUGVanguard Index FDS
30.7%
VTVVanguard Index FDS
18.4%−3%
VOVanguard Index FDS
8.5%
VBVanguard Index FDS
6.5%−2%
VBRVanguard Index FDS
6.4%
VBKVanguard Index FDS
5.4%
VEU4.4%
VOO
VOE
VTI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 30.7% Held
VTV Vanguard Index FDS 18.4% Trimmed −3%
VO Vanguard Index FDS 8.5% Held
VB Vanguard Index FDS 6.5% Trimmed −2%
VBR Vanguard Index FDS 6.4% Held
VBK Vanguard Index FDS 5.4% Held
VEU Vanguard Intl Equity Index F 4.4% Held
VOO Vanguard Index FDS 2.6% Held
VOE Vanguard Index FDS 2.4% Held
VTI Vanguard Index FDS 1.8% Held
VXF Vanguard Index FDS 1.3% Trimmed −4%
VOT Vanguard Index FDS 1.1% Held
What changed
Biggest moves since Jun 30, 2026
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