account_balance
Investment manager · 13F filer · SEC CIK 2102043
Financial Planning Navigators CORP
Reported value$274Mas of Sep 30, 2026
Positions72 11 new, 9 sold out
Top 10 weight77.5%VV alone is 24%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
23.5%
IDEViShares Tr
18.6%New
SCHMSchwab Strategic Tr
9.2%
DFEMDimensional ETF Trust
6.8%Added +4%
STIPiShares Tr
3.5%+4%
BNDXVanguard Charlotte FDS
3.4%Added +3%
SPIBSPDR Series Trust
3.4%Added +4%
JBNDJ P Morgan Exchange Traded F
3.4%Added +4%
AGGiShares Tr
3.4%Added +4%
GLDMWorld Gold Trust
2.4%+4%
IEFAiShares Tr
1.9%
DFAS
VVVanguard Index FDS
23.5%
IDEViShares Tr
18.6%New
SCHMSchwab Strategic Tr
9.2%
DFEMDimensional ETF Trust
6.8%+4%
STIP
BNDX
SPIB
JBND3.4%
AGG3.4%
GLDM2.4%IEFA
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
VV Vanguard Index FDS 23.5% Held
IDEV iShares Tr 18.6% New
SCHM Schwab Strategic Tr 9.2% Held
DFEM Dimensional ETF Trust 6.8% Added +4%
STIP iShares Tr 3.5% Added +4%
BNDX Vanguard Charlotte FDS 3.4% Added +3%
SPIB SPDR Series Trust 3.4% Added +4%
JBND J P Morgan Exchange Traded F 3.4% Added +4%
AGG iShares Tr 3.4% Added +4%
GLDM World Gold Trust 2.4% Added +4%IEFA iShares Tr 1.9% Added +15%
DFAS Dimensional ETF Trust 1.5% Added +5%
What changed
Biggest moves since Jun 30, 2026
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