Partners in Financial Planning
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD WORLD FD | $200.2K | 0.0% |
| SOUTHERN CO | $208.1K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $211.1K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $211.3K | 0.0% |
| PFIZER INC | $214.2K | 0.0% |
| Atlantic Union Bankshares Corp | $220.2K | 0.0% |
| United Rentals Inc | $226.6K | 0.0% |
| ISHARES TR | $228.4K | 0.0% |
| ISHARES INC | $233.9K | 0.0% |
| ISHARES TR | $236.4K | 0.0% |
| ISHARES SILVER TR | $240.8K | 0.0% |
| Williams Cos Inc/The | $243.1K | 0.0% |
| Carter Bankshares, Inc. | $252.9K | 0.0% |
| ISHARES TR | $261.4K | 0.0% |
| ISHARES TR | $276.1K | 0.0% |
| Union Pacific Corp | $277.6K | 0.0% |
| RTX Corp | $289.2K | 0.0% |
| ISHARES TR | $291.2K | 0.0% |
| AbbVie Inc. | $300.8K | 0.1% |
| SCHWAB STRATEGIC TR | $310.7K | 0.1% |
| CORNING INC /NY | $317.9K | 0.1% |
| ISHARES TR | $335.4K | 0.1% |
| ABBOTT LABORATORIES | $350.6K | 0.1% |
| ISHARES TR | $359.9K | 0.1% |
| VANGUARD INDEX FDS | $366.6K | 0.1% |
| VANGUARD MALVERN FDS | $376.3K | 0.1% |
| Broadcom Inc. | $384.5K | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $398.7K | 0.1% |
| Meta Platforms Inc | $407.3K | 0.1% |
| DIMENSIONAL ETF TRUST | $408.6K | 0.1% |
| ISHARES TR | $411.0K | 0.1% |
| DIMENSIONAL ETF TRUST | $413.0K | 0.1% |
| DANAHER CORP /DE | $432.2K | 0.1% |
| DIMENSIONAL ETF TRUST | $435.6K | 0.1% |
| ISHARES TR | $438.8K | 0.1% |
| Seagate Technology Holdings PLC | $440.6K | 0.1% |
| ISHARES TR | $443.3K | 0.1% |
| CARDINAL HEALTH INC | $444.5K | 0.1% |
| UDR, Inc. | $453.7K | 0.1% |
| CVS HEALTH Corp | $467.3K | 0.1% |
| DIMENSIONAL ETF TRUST | $480.4K | 0.1% |
| MCDONALD'S CORP | $492.7K | 0.1% |
| NIKE, Inc. | $508.1K | 0.1% |
| VANGUARD INSTL INDEX FD | $533.5K | 0.1% |
| JOHNSON & JOHNSON | $535.9K | 0.1% |
| LOWES COMPANIES INC | $566.8K | 0.1% |
| ISHARES TR | $570.1K | 0.1% |
| CSX CORP | $573.3K | 0.1% |
| PROCTER & GAMBLE Co | $578.7K | 0.1% |
| GE Vernova Inc. | $608.0K | 0.1% |