Wrenne Financial Planning LLC Top Holdings and 13F Report (2025) About Wrenne Financial Planning LLCInvestment ActivityWrenne Financial Planning LLC has $175.78 million in total holdings as of December 31, 2024.Wrenne Financial Planning LLC owns shares of 41 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 10.73% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Wrenne Financial Planning LLC has purchased 45 new stocks and bought additional shares in 18 stocks.Wrenne Financial Planning LLC sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $41,472,746Vanguard FTSE All-World ex-US ETF $26,100,991SPDR S&P 600 Small CapValue ETF $15,421,921Vanguard Real Estate ETF $11,643,860Vanguard Total Bond Market ETF $11,411,977 Largest Purchases this Quarter Vanguard FTSE All-World ex-US ETF 70,576 shares (about $4.05M)Schwab US Broad Market ETF 169,866 shares (about $3.86M)Vanguard Total Stock Market ETF 8,538 shares (about $2.47M)iShares National Muni Bond ETF 11,691 shares (about $1.25M)SPDR S&P 600 Small CapValue ETF 11,903 shares (about $1.04M) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 3,551 shares (about $312.13K)Vanguard Small-Cap Growth ETF 1,052 shares (about $294.62K)SPDR Portfolio S&P 500 Value ETF 4,223 shares (about $215.96K)iShares Core U.S. REIT ETF 789 shares (about $45.21K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 426 shares (about $30.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWrenne Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$41,472,746$2,474,402 ▲6.3%143,10323.6%ETFVEUVanguard FTSE All-World ex-US ETF$26,100,991$4,051,767 ▲18.4%454,64214.8%ETFSLYVSPDR S&P 600 Small CapValue ETF$15,421,921$1,038,534 ▲7.2%176,7568.8%ETFVNQVanguard Real Estate ETF$11,643,860$796,289 ▲7.3%130,7126.6%ETFBNDVanguard Total Bond Market ETF$11,411,977$748,224 ▲7.0%158,6986.5%ETFVXUSVanguard Total International Stock ETF$7,815,317$983,957 ▲14.4%132,6204.4%ETFVWOVanguard FTSE Emerging Markets ETF$7,738,280$433,883 ▲5.9%175,7104.4%ETFMUBiShares National Muni Bond ETF$6,998,026$1,245,682 ▲21.7%65,6784.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,306,052$803,624 ▲14.6%184,7663.6%ETFSCHBSchwab US Broad Market ETF$5,582,810$3,855,955 ▲223.3%245,9393.2%ETFVBRVanguard Small-Cap Value ETF$5,172,722$12,485 ▼-0.2%26,1012.9%ETFAAPLApple$4,098,696$868,973 ▲26.9%16,3672.3%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$3,907,718$56,557 ▲1.5%101,8432.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,396,039$312,129 ▼-11.5%27,2591.4%ETFVTEBVanguard Tax-Exempt Bond ETF$2,370,898$119,009 ▲5.3%47,2951.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,312,340$215,964 ▼-8.5%45,2161.3%ETFVBKVanguard Small-Cap Growth ETF$1,972,689$294,615 ▼-13.0%7,0441.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,808,864$30,429 ▼-1.7%25,3241.0%ETFSCHFSchwab International Equity ETF$1,761,292$963,794 ▲120.9%95,2051.0%ETFSCHHSchwab U.S. REIT ETF$1,033,266$157,423 ▲18.0%49,0630.6%ETFMSFTMicrosoft$948,8270.0%2,2510.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$876,660$11,955 ▼-1.3%18,3320.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$772,880$29,197 ▼-3.6%15,9620.4%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$569,869$69,522 ▲13.9%22,8040.3%ETFVOOVanguard S&P 500 ETF$448,290$27,479 ▲6.5%8320.3%ETFQQQInvesco QQQ$440,6800.0%8620.3%FinanceAVGOBroadcom$416,625$696 ▼-0.2%1,7970.2%Computer and TechnologyAMZNAmazon.com$386,157$28,523 ▼-6.9%1,7600.2%Retail/WholesaleSLYGSPDR S&P 600 Small Cap Growth ETF$366,151$3,794 ▼-1.0%4,0530.2%ETFGOOGAlphabet$365,8350.0%1,9210.2%Computer and TechnologyAJGArthur J. Gallagher & Co.$327,2790.0%1,1530.2%FinanceSCHASchwab US Small-Cap ETF$313,708$163,823 ▲109.3%12,1310.2%ETFJPMJPMorgan Chase & Co.$295,8020.0%1,2340.2%FinanceVIGVanguard Dividend Appreciation ETF$275,1410.0%1,4050.2%ETFUSRTiShares Core U.S. REIT ETF$261,885$45,214 ▼-14.7%4,5700.1%ETFARESAres Management$256,6030.0%1,4490.1%FinanceVTVVanguard Value ETF$251,0720.0%1,4830.1%ETFHDHome Depot$227,8450.0%5860.1%Retail/WholesaleDESWisdomTree U.S. SmallCap Dividend Fund$223,4360.0%6,5050.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$219,8710.0%1,7090.1%ETFDGROiShares Core Dividend Growth ETF$204,8760.0%3,3400.1%ETFABBVAbbVie$0$240,608 ▼-100.0%00.0%MedicalXOMExxon Mobil$0$213,448 ▼-100.0%00.0%Oils/EnergySDYSPDR S&P Dividend ETF$0$210,219 ▼-100.0%00.0%ETFNOBLProShares S&P 500 Aristocrats ETF$0$205,299 ▼-100.0%00.0%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
