Partners In Financial Planning Top Holdings and 13F Report (2025) About Partners In Financial PlanningInvestment ActivityPartners In Financial Planning has $490.25 million in total holdings as of December 31, 2024.Partners In Financial Planning owns shares of 107 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Bond Market ETF $61,401,371Vanguard Growth ETF $58,940,115Vanguard Value ETF $49,868,017Vanguard Total International Bond ETF $46,113,173Vanguard FTSE Developed Markets ETF $36,542,288 Sector AllocationMap of 500 Largest Holdings ofPartners In Financial Planning Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$61,401,371853,86412.5%ETFVUGVanguard Growth ETF$58,940,115143,60212.0%ETFVTVVanguard Value ETF$49,868,017294,55410.2%ETFBNDXVanguard Total International Bond ETF$46,113,173940,1269.4%ETFVEAVanguard FTSE Developed Markets ETF$36,542,288764,1637.5%ETFBSVVanguard Short-Term Bond ETF$32,471,400420,2336.6%ETFVBRVanguard Small-Cap Value ETF$18,564,93093,6773.8%ETFVBKVanguard Small-Cap Growth ETF$17,703,25663,2123.6%ETFVWOVanguard FTSE Emerging Markets ETF$13,166,024298,9562.7%ETFVNQVanguard Real Estate ETF$13,165,026147,7892.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$11,682,121102,0452.4%ETFVTEBVanguard Tax-Exempt Bond ETF$10,476,267208,9822.1%ETFVTIVanguard Total Stock Market ETF$10,426,40535,9772.1%ETFSUBiShares Short-Term National Muni Bond ETF$8,961,80684,9621.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,346,978215,2651.5%ETFVOOVanguard S&P 500 ETF$5,720,67910,6171.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,462,39568,0501.1%ETFMUBiShares National Muni Bond ETF$3,784,41135,5180.8%ETFVOVanguard Mid-Cap ETF$3,766,36814,2600.8%ETFVXFVanguard Extended Market ETF$3,197,65916,8320.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,932,06648,2640.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,861,97032,5590.6%ETFVFMFVanguard US Multifactor ETF$2,729,49320,9030.6%ETFIAGGiShares Core International Aggregate Bond ETF$2,674,72153,5800.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,460,50264,1260.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,409,51947,1160.5%ETFVVVanguard Large-Cap ETF$2,386,7928,8500.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,330,64393,2630.5%ETFSLYVSPDR S&P 600 Small CapValue ETF$2,228,75425,5440.5%ETFNSCNorfolk Southern$1,971,9498,4020.4%TransportationVEUVanguard FTSE All-World ex-US ETF$1,683,84329,3300.3%ETFVBVanguard Small-Cap ETF$1,673,7986,9660.3%ETFAAPLApple$1,634,4776,5270.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,542,0673,8400.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$1,477,95750,9460.3%ETFBIVVanguard Intermediate-Term Bond ETF$1,402,92618,7730.3%ETFXOMExxon Mobil$1,350,11112,5510.3%Oils/EnergyAMZNAmazon.com$1,345,2996,1320.3%Retail/WholesaleVNQIVanguard Global ex-U.S. Real Estate ETF$1,239,32531,3280.3%ETFLRGFiShares U.S. Equity Factor ETF$1,235,77720,4770.3%ETFFERGUSON ENTERPRISES INC$1,139,6616,5660.2%COMMON STOCK NEWVXUSVanguard Total International Stock ETF$1,098,11518,6340.2%ETFDFATDimensional U.S. Targeted Value ETF$1,055,36218,9610.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$983,90410,8900.2%ETFMSFTMicrosoft$935,0992,2190.2%Computer and TechnologyEWEdwards Lifesciences$857,56411,5840.2%MedicalSTLDSteel Dynamics$855,9817,5040.2%Basic MaterialsEFAiShares MSCI EAFE ETF$844,25311,1660.2%FinanceIVViShares Core S&P 500 ETF$833,4141,4160.2%ETFTPLTexas Pacific Land$789,6557140.2%Oils/EnergyIWDiShares Russell 1000 Value ETF$768,1044,1490.2%ETFBRK.BBerkshire Hathaway$756,5241,6690.2%FinanceDFACDimensional U.S. Core Equity 2 ETF$714,02120,6420.1%ETFNKENIKE$671,2628,8710.1%Consumer DiscretionaryDFAXDimensional World ex U.S. Core Equity 2 ETF$667,95626,8690.1%ETFIEFAiShares Core MSCI EAFE ETF$616,8448,7770.1%ETFHESHess$598,0134,4960.1%Oils/EnergyTFCTruist Financial$593,43813,6800.1%FinancePGProcter & Gamble$584,6393,4870.1%Consumer StaplesLOWLowe's Companies$579,4242,3480.1%Retail/WholesaleGEGeneral Electric$564,0603,3820.1%TransportationWMTWalmart$551,8586,1080.1%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$549,0045,6660.1%FinanceSPYSPDR S&P 500 ETF Trust$540,3839220.1%FinanceUDRUDR$536,89512,3680.1%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$528,1419,5250.1%ManufacturingCSXCSX$510,38215,8160.1%TransportationGOOGAlphabet$491,1292,5790.1%Computer and TechnologyMCDMcDonald's$467,3471,6120.1%Retail/WholesaleGOOGLAlphabet$460,4642,4320.1%Computer and TechnologyDHRDanaher$432,9341,8860.1%MedicalIWPiShares Russell Mid-Cap Growth ETF$431,3673,4030.1%ETFNKSHNational Bankshares$418,58814,5800.1%FinanceJNJJohnson & Johnson$407,0422,8150.1%MedicalIVWiShares S&P 500 Growth ETF$389,8673,8400.1%ETFIWSiShares Russell Mid-Cap Value ETF$376,2502,9090.1%ETFMETAMeta Platforms$361,2606170.1%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$349,1681,3760.1%ETFIJHiShares Core S&P Mid-Cap ETF$337,8395,4220.1%ETFAVGOBroadcom$337,7911,4570.1%Computer and TechnologyDFIVDimensional International Value ETF$335,1599,4460.1%ETFIJRiShares Core S&P Small-Cap ETF$328,6872,8530.1%ETFCVXChevron$307,7122,1240.1%Oils/EnergyTSLATesla$302,8807500.1%Auto/Tires/TrucksPMPhilip Morris International$302,6802,5150.1%Consumer StaplesSCHZSchwab U.S. Aggregate Bond ETF$301,49413,2820.1%ETFIWViShares Russell 3000 ETF$297,8178910.1%ETFGE VERNOVA INC$275,6438380.1%COMUNPUnion Pacific$273,6481,2000.1%TransportationCOFCapital One Financial$269,4421,5110.1%FinanceIVEiShares S&P 500 Value ETF$266,5441,3960.1%ETFCVSCVS Health$265,0965,9050.1%MedicalABTAbbott Laboratories$258,7622,2880.1%MedicalCARECarter Bankshares$255,88214,5470.1%FinanceCAHCardinal Health$255,8182,1630.1%MedicalPFEPfizer$234,4008,8350.0%MedicalABBVAbbVie$233,8611,3160.0%MedicalMDLZMondelez International$229,0653,8350.0%Consumer StaplesAUBAtlantic Union Bankshares$227,2956,0000.0%FinanceEEMiShares MSCI Emerging Markets ETF$223,5285,3450.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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