account_balance

Investment manager · 13F filer · SEC CIK 2133972

Frisco Financial Planning LLC

Reported value$129Mas of Sep 30, 2026
Positions34 5 new, 0 sold out
Top 10 weight85.0%VB alone is 12%
FiledOct 55 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VB Vanguard Small-Cap ETF 11.7% Held
VTEB Vanguard Tax-Exempt Bond ETF 11.7% Added +4%
VEA Vanguard FTSE Developed Markets ETF 10.8% Trimmed −2%
SCHX Schwab US Large-Cap ETF 9.9% Held
VTIP Vanguard Short-Term Infl-Prot Secs ETF 8.7% Added +3%
SPY SPDR S&P 500 ETF Trust 8.0% Held
VCIT Vanguard Interm-Term Corp Bd ETF 7.8% Held
AGG iShares Core US Aggregate Bond ETF 7.1% Added +3%
IEMG iShares Core MSCI Emerging Markets ETF 5.2% Trimmed −3%
BNDX Vanguard Total International Bond ETF 4.3% Added +3%
SCHH Schwab US REIT ETF 4.0% Held
SCHA Schwab US Small-Cap ETF 3.3% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 5, 2026, compared with the Jul 2, 2026 filing
add_circleNew
arrow_upwardAdded
  • VTEB +4%
  • BNDX +3%
  • VTIP +3%
  • AGG +3%
arrow_downwardTrimmed
  • MUB −7%
  • IEMG −3%
  • VTI −3%
  • VEA −2%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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