account_balance
Investment manager · 13F filer · SEC CIK 2050169
Quantum Financial Planning Services, Inc.
Reported value$367Mas of Sep 30, 2026
Positions54 2 new, 6 sold out
Top 10 weight91.7%VUG alone is 21%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
20.9%Added +3%
VCSHVanguard Scottsdale FDS
19.1%Added +5%
SPYMSPDR Series Trust
15.2%Added +6%
VCRBVanguard Malvern FDS
10.6%Added +37%
DFICDimensional ETF Trust
9.3%Added +7%
CGBLCapital Group Core Balanced
7.7%Added +83%
CGDVCapital Group Dividend Value
4.2%+68%
DFATDimensional ETF Trust
2.4%
JIRE
AAPLMSFTLLYVUGVanguard Index FDS
20.9%Added +3%
VCSHVanguard Scottsdale FDS
19.1%Added +5%
SPYMSPDR Series Trust
15.2%Added +6%
VCRBVanguard Malvern FDS
10.6%Added +37%
DFICDimensional ETF Trust
9.3%+7%
CGBLCapital Group Core Balanced
7.7%+83%
CGDV4.2%
DFAT
JIRE
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 20.9% Added +3%
VCSH Vanguard Scottsdale FDS 19.1% Added +5%
SPYM SPDR Series Trust 15.2% Added +6%
VCRB Vanguard Malvern FDS 10.6% Added +37%
DFIC Dimensional ETF Trust 9.3% Added +7%
CGBL Capital Group Core Balanced 7.7% Added +83%
CGDV Capital Group Dividend Value 4.2% Added +68%
DFAT Dimensional ETF Trust 2.4% Added +8%
JIRE J P Morgan Exchange Traded F 1.2% Added +139%
AAPL Apple Inc. 0.9% Added +15%MSFT Microsoft Corp 0.9% Added +40%LLY ELI Lilly & Co 0.7% Added +2%What changed
Biggest moves since Jun 30, 2026
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