Partners in Financial Planning
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $10.70M | 1.8% |
| VANGUARD MUN BD FDS | $11.58M | 2.0% |
| VANGUARD INDEX FDS | $11.91M | 2.0% |
| SPDR INDEX SHS FDS | $12.90M | 2.2% |
| VANGUARD INDEX FDS | $13.78M | 2.3% |
| VANGUARD INTL EQUITY INDEX F | $15.29M | 2.6% |
| VANGUARD INTL EQUITY INDEX F | $16.52M | 2.8% |
| VANGUARD INDEX FDS | $19.95M | 3.4% |
| VANGUARD INDEX FDS | $21.52M | 3.6% |
| VANGUARD BD INDEX FDS | $36.68M | 6.2% |
| VANGUARD TAX-MANAGED FDS | $48.57M | 8.2% |
| VANGUARD CHARLOTTE FDS | $56.22M | 9.5% |
| VANGUARD INDEX FDS | $58.23M | 9.9% |
| VANGUARD INDEX FDS | $65.38M | 11.1% |
| VANGUARD BD INDEX FDS | $72.91M | 12.3% |