Partners In Financial Planning Top Holdings and 13F Report (2025) About Partners In Financial PlanningInvestment ActivityPartners In Financial Planning has $542.29 million in total holdings as of June 30, 2025.Partners In Financial Planning owns shares of 107 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Partners In Financial Planning has purchased 101 new stocks and bought additional shares in 45 stocks.Partners In Financial Planning sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $66,269,070Vanguard Growth ETF $62,300,439Vanguard Value ETF $53,119,125Vanguard Total International Bond ETF $50,519,646Vanguard FTSE Developed Markets ETF $44,387,624 Largest New Holdings this Quarter 88160R101 - Tesla $972,357 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $421,185 Holding25434V773 - Dimensional International Small Cap ETF $368,031 Holding25434V815 - Dimensional US Small Cap Value ETF $366,374 HoldingG7997R103 - Seagate Technology $230,928 Holding Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 72,873 shares (about $2.95M)Vanguard Total Bond Market ETF 34,570 shares (about $2.55M)Vanguard Total International Bond ETF 48,325 shares (about $2.39M)SPDR Portfolio S&P 500 Value ETF 30,605 shares (about $1.60M)Vanguard Short-Term Bond ETF 16,715 shares (about $1.32M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 39,943 shares (about $2.28M)Vanguard Growth ETF 2,538 shares (about $1.11M)Vanguard Value ETF 3,702 shares (about $654.29K)FERGUSON ENTERPRISES INC 2,532 shares (about $551.34K)Vanguard FTSE Emerging Markets ETF 6,535 shares (about $323.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPartners In Financial Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$66,269,070$2,545,389 ▲4.0%900,02812.2%ETFVUGVanguard Growth ETF$62,300,439$1,112,657 ▼-1.8%142,10911.5%ETFVTVVanguard Value ETF$53,119,125$654,290 ▼-1.2%300,5509.8%ETFBNDXVanguard Total International Bond ETF$50,519,646$2,392,551 ▲5.0%1,020,4019.3%ETFVEAVanguard FTSE Developed Markets ETF$44,387,624$2,277,149 ▼-4.9%778,5948.2%ETFBSVVanguard Short-Term Bond ETF$35,325,628$1,315,472 ▲3.9%448,8646.5%ETFVBRVanguard Small-Cap Value ETF$19,612,757$426,097 ▲2.2%100,5733.6%ETFVBKVanguard Small-Cap Growth ETF$18,435,356$384,670 ▲2.1%66,5683.4%ETFVWOVanguard FTSE Emerging Markets ETF$15,129,943$323,219 ▼-2.1%305,9052.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$14,386,757$95,283 ▲0.7%107,0522.7%ETFVNQVanguard Real Estate ETF$13,653,803$201,961 ▲1.5%153,3312.5%ETFVTEBVanguard Tax-Exempt Bond ETF$11,678,568$1,034,142 ▲9.7%238,1922.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$11,613,089$2,950,625 ▲34.1%286,8142.1%ETFVTIVanguard Total Stock Market ETF$10,992,791$10,334 ▲0.1%36,1692.0%ETFSUBiShares Short-Term National Muni Bond ETF$9,724,877$763,307 ▲8.5%91,4511.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,663,806$4,726 ▲0.1%80,3641.2%ETFVOOVanguard S&P 500 ETF$6,030,390$7,953 ▼-0.1%10,6161.1%ETFMUBiShares National Muni Bond ETF$4,651,098$71,568 ▼-1.5%44,5170.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,122,104$1,095,224 ▲36.2%43,2450.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,074,573$1,601,869 ▲64.8%77,8480.8%ETFVOVanguard Mid-Cap ETF$4,003,8470.0%14,3080.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$3,705,960$197,881 ▲5.6%50,9970.7%ETFVXFVanguard Extended Market ETF$3,115,628$4,047 ▲0.1%16,1670.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,964,971$224,215 ▲8.2%69,3720.5%ETFIAGGiShares Core International Aggregate Bond ETF$2,940,971$91,604 ▼-3.0%57,5650.5%ETFVFMFVanguard US Multifactor ETF$2,692,442$80,697 ▼-2.9%20,0190.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,559,610$463,410 ▲22.1%99,9850.5%ETFVVVanguard Large-Cap ETF$2,528,7070.0%8,8630.5%ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,483,412$403,826 ▲19.4%31,1360.5%ETFNSCNorfolk Southern$2,260,983$110,323 ▲5.1%8,8330.4%TransportationVEUVanguard FTSE All-World ex-US ETF$1,949,144$14,654 ▲0.8%28,9960.4%ETFVBVanguard Small-Cap ETF$1,644,911$8,531 ▼-0.5%6,9410.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,640,362$681,421 ▲71.1%18,4830.3%ETFIWFiShares Russell 1000 Growth ETF$1,630,5400.0%3,8400.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$1,401,908$60,513 ▼-4.1%47,8630.3%ETFBIVVanguard Intermediate-Term Bond ETF$1,387,993$10,286 ▲0.7%17,9470.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$1,364,200$39,863 ▼-2.8%29,5680.3%ETFXOMExxon Mobil$1,360,7590.0%12,6230.3%EnergyAMZNAmazon.com$1,345,2990.0%6,1320.2%Retail/WholesaleAAPLApple$1,339,298$205 ▲0.0%6,5280.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,323,737$22,523 ▲1.7%19,1600.2%ETFMSFTMicrosoft$1,277,6210.0%2,5690.2%Computer and TechnologyLRGFiShares U.S. Equity Factor ETF$1,247,257$36,233 ▼-2.8%19,4490.2%ETFFERGUSON ENTERPRISES INC$1,078,734$551,343 ▼-33.8%4,9540.2%COMMON STOCK NEWDFATDimensional U.S. Targeted Value ETF$1,026,101$1,241 ▲0.1%19,0160.2%ETFEFAiShares MSCI EAFE ETF$988,680$3,039 ▲0.3%11,0600.2%FinanceTSLATesla$972,357$972,357 ▲New Holding3,0610.2%Auto/Tires/TrucksSTLDSteel Dynamics$914,375$46,212 ▼-4.8%7,1430.2%Basic MaterialsEWEdwards Lifesciences$905,9850.0%11,5840.2%MedicalIVViShares Core S&P 500 ETF$879,3260.0%1,4160.2%ETFBRK.BBerkshire Hathaway$810,7500.0%1,6690.1%FinanceIWDiShares Russell 1000 Value ETF$806,309$194 ▲0.0%4,1510.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$798,006$7,372 ▲0.9%27,1710.1%ETFTPLTexas Pacific Land$754,2620.0%7140.1%EnergyDFACDimensional U.S. Core Equity 2 ETF$752,660$11,325 ▲1.5%21,0010.1%ETFIEFAiShares Core MSCI EAFE ETF$742,365$9,683 ▲1.3%8,8930.1%ETFGEGE Aerospace$657,812$314,494 ▼-32.3%2,5560.1%AerospacePGProcter & Gamble$641,005$956 ▲0.1%4,0230.1%Consumer StaplesTFCTruist Financial$636,5960.0%14,8080.1%FinanceHESHess$622,8760.0%4,4960.1%EnergyWMTWalmart$609,2670.0%6,2310.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$567,503$1,235 ▲0.2%9190.1%FinanceNKENIKE$566,6090.0%7,9760.1%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$562,586$1,488 ▲0.3%5,6710.1%FinanceLOWLowe's Companies$521,168$222 ▲0.0%2,3490.1%Retail/WholesaleCSXCSX$516,0760.0%15,8160.1%TransportationUDRUnited Dominion Realty Trust$504,9850.0%12,3680.1%FinanceGE VERNOVA INC$488,830$6,348 ▼-1.3%9240.1%COMIWPiShares Russell Mid-Cap Growth ETF$471,9960.0%3,4030.1%ETFMCDMcDonald's$471,0230.0%1,6120.1%Retail/WholesalePMPhilip Morris International$458,0570.0%2,5150.1%Consumer StaplesGOOGAlphabet$457,7110.0%2,5800.1%Computer and TechnologyMETAMeta Platforms$455,4020.0%6170.1%Computer and TechnologyNKSHNational Bankshares$435,495$38,923 ▲9.8%16,0110.1%FinanceGOOGLAlphabet$431,551$2,819 ▲0.7%2,4490.1%Computer and TechnologyABTAbbott Laboratories$427,7110.0%3,1450.1%MedicalDFAEDimensional Emerging Core Equity Market ETF$421,185$421,185 ▲New Holding14,5490.1%ETFJNJJohnson & Johnson$410,831$19,091 ▼-4.4%2,6900.1%MedicalDFIVDimensional International Value ETF$408,668$3,426 ▲0.8%9,5420.1%ETFCVSCVS Health$406,154$1,242 ▼-0.3%5,8880.1%MedicalAVGOBroadcom$401,6220.0%1,4570.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$395,522$220 ▲0.1%3,5920.1%ETFVOTVanguard Mid-Cap Growth ETF$391,8640.0%1,3780.1%ETFIWSiShares Russell Mid-Cap Value ETF$384,527$132 ▲0.0%2,9100.1%ETFDHRDanaher$370,3880.0%1,8750.1%MedicalDFISDimensional International Small Cap ETF$368,031$368,031 ▲New Holding12,3330.1%ETFDFSVDimensional US Small Cap Value ETF$366,374$366,374 ▲New Holding12,4490.1%ETFCAHCardinal Health$363,3840.0%2,1630.1%MedicalIJHiShares Core S&P Mid-Cap ETF$337,061$434 ▲0.1%5,4350.1%ETFCOFCapital One Financial$328,714$7,234 ▲2.3%1,5450.1%FinanceCVXChevron$304,2630.0%2,1250.1%EnergySCHZSchwab U.S. Aggregate Bond ETF$301,791$3,068 ▲1.0%12,9860.1%ETFUNPUnion Pacific$276,0960.0%1,2000.1%TransportationIVEiShares S&P 500 Value ETF$267,433$781 ▲0.3%1,3690.0%ETFEEMiShares MSCI Emerging Markets ETF$258,109$289 ▲0.1%5,3510.0%FinanceWMBWilliams Companies$254,0660.0%4,0450.0%EnergyCARECarter Bankshares$252,2450.0%14,5470.0%FinanceIJRiShares Core S&P Small-Cap ETF$250,738$60,116 ▼-19.3%2,2940.0%ETFABBVAbbVie$244,3420.0%1,3160.0%MedicalSTXSeagate Technology$230,928$230,928 ▲New Holding1,6000.0%Computer and TechnologyShowing largest 100 holdings. 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