account_balance
Investment manager · 13F filer · SEC CIK 2088337
United Financial Planning Group LLC
Reported value$199Mas of Sep 30, 2026
Positions402 45 new, 108 sold out
Top 10 weight76.7%VUG alone is 18%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
17.9%Added +3%
VTVVanguard Index FDS
17.9%Added +2%
VEAVanguard Tax-Managed FDS
16.6%Added +4%
IJHiShares Tr
5.1%+6%
IJRiShares Tr
4.2%Added +3%
IEMGiShares Inc
4.2%
VNQVanguard Index FDS
3.3%Added +3%
BNDXVanguard Charlotte FDS
3.1%Added +4%
BSVVanguard Bd Index FDS
2.3%−4%
VOVanguard Index FDS
2.0%
VTI1.3%
VUGVanguard Index FDS
17.9%Added +3%
VTVVanguard Index FDS
17.9%Added +2%
VEAVanguard Tax-Managed FDS
16.6%+4%
IJHiShares Tr
5.1%+6%
IJRiShares Tr
4.2%
IEMGiShares Inc
4.2%
VNQ3.3%
BNDX
BSV
VO
ABBVVTI
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 17.9% Added +3%
VTV Vanguard Index FDS 17.9% Added +2%
VEA Vanguard Tax-Managed FDS 16.6% Added +4%
IJH iShares Tr 5.1% Added +6%
IJR iShares Tr 4.2% Added +3%
IEMG iShares Inc 4.2% Held
VNQ Vanguard Index FDS 3.3% Added +3%
BNDX Vanguard Charlotte FDS 3.1% Added +4%
BSV Vanguard Bd Index FDS 2.3% Trimmed −4%
VO Vanguard Index FDS 2.0% Held
ABBV AbbVie Inc. 1.5% HeldVTI Vanguard Index FDS 1.3% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.