account_balance
Investment manager · 13F filer · SEC CIK 2105146
Financial Planning Hawaii, Inc.
Reported value$185Mas of Sep 30, 2026
Positions127 6 new, 13 sold out
Top 10 weight43.0%AAPL alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
10.9%Trimmed −3%
VTIVanguard Index FDS
6.0%Added +7%
VIGVanguard Specialized Funds
5.6%Trimmed −3%
MSFTMicrosoft Corp
5.4%Trimmed −5%
VOOVanguard Index FDS
5.0%Added +3%
GOOGAlphabet Inc.
2.1%
RSPInvesco Exchange Traded Fd T
2.1%
VOVanguard Index FDS
2.0%Added +5%
VXUSVanguard Star FDS
1.9%
SDYSPDR Series Trust
1.9%−4%
GOOGLAlphabet Inc.
1.8%−12%
JNJJohnson & Johnson
1.6%
AAPLApple Inc.
10.9%Trimmed −3%
VTIVanguard Index FDS
6.0%+7%
VIGVanguard Specialized Funds
5.6%−3%
MSFTMicrosoft Corp
5.4%−5%
VOOVanguard Index FDS
5.0%Added +3%
RSP2.1%
VO2.0%
VXUS
SDY1.9%
GOOGLJNJ1.6%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
AAPL Apple Inc. 10.9% Trimmed −3%
VTI Vanguard Index FDS 6.0% Added +7%
VIG Vanguard Specialized Funds 5.6% Trimmed −3%
MSFT Microsoft Corp 5.4% Trimmed −5%VOO Vanguard Index FDS 5.0% Added +3%
GOOG Alphabet Inc. 2.1% HeldRSP Invesco Exchange Traded Fd T 2.1% Held
VO Vanguard Index FDS 2.0% Added +5%
VXUS Vanguard Star FDS 1.9% Held
SDY SPDR Series Trust 1.9% Trimmed −4%
GOOGL Alphabet Inc. 1.8% Trimmed −12%JNJ Johnson & Johnson 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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