Institutions / Partners in Financial Planning

Partners in Financial Planning

CIK 2054264 · Institution · as of Dec 31, 2025

Portfolio value

$590.60M

Positions

115

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 115 →

Company	Class	Value	Shares	% of portfolio
Vanguard Bd Index Fds	—	$72.91M	984,315	12.3%
Vanguard Index Fds	—	$65.38M	134,018	11.1%
Vanguard Index Fds	—	$58.23M	304,877	9.9%
Vanguard Charlotte Fds	—	$56.22M	1,163,482	9.5%
Vanguard Tax-Managed Fds	—	$48.57M	777,465	8.2%
Vanguard Bd Index Fds	—	$36.68M	465,429	6.2%
Vanguard Index Fds	—	$21.52M	101,609	3.6%
Vanguard Index Fds	—	$19.95M	66,046	3.4%
Vanguard Intl Equity Index F	—	$16.52M	307,263	2.8%
Vanguard Intl Equity Index F	—	$15.29M	106,656	2.6%
Vanguard Index Fds	—	$13.78M	155,736	2.3%
SPDR Index Shs Fds	—	$12.90M	290,406	2.2%
Vanguard Index Fds	—	$11.91M	35,535	2.0%
Vanguard Mun Bd Fds	—	$11.58M	230,186	2.0%
iShares MSCI UAE ETF	—	$10.70M	100,240	1.8%
Vanguard Scottsdale Fds	—	$7.86M	93,834	1.3%
Vanguard Index Fds	—	$6.63M	10,575	1.1%
iShares Tr	—	$5.98M	55,813	1.0%
SPDR Ser Tr	—	$4.58M	42,929	0.8%
Vanguard Index Fds	—	$4.11M	14,162	0.7%
SPDR Ser Tr	—	$3.97M	69,965	0.7%
iShares Tr	—	$3.91M	50,388	0.7%
Vanguard Index Fds	—	$3.33M	15,915	0.6%
SPDR Index Shs Fds	—	$3.20M	68,367	0.5%
iShares Tr	—	$2.97M	59,439	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.