Institutions / Partners in Financial Planning / Holdings

Partners in Financial Planning

All holdings · as of Dec 31, 2025

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%
VANGUARD WELLINGTON FD	—	$2.96M	19,646	0.5%
SPDR SER TR	—	$2.86M	31,389	0.5%
VANGUARD INDEX FDS	—	$2.73M	8,673	0.5%
NORFOLK SOUTHERN CORP	—	$2.71M	9,376	0.5%
SPDR SER TR	—	$2.64M	102,333	0.4%
VANGUARD INTL EQUITY INDEX F	—	$2.00M	27,125	0.3%
Apple Inc.	—	$1.78M	6,541	0.3%
SPDR SER TR	—	$1.76M	18,671	0.3%
VANGUARD INDEX FDS	—	$1.73M	6,702	0.3%
ISHARES TR	—	$1.57M	3,312	0.3%
EXXON MOBIL CORP	—	$1.52M	12,623	0.3%
SPDR SER TR	—	$1.48M	50,653	0.3%
VANGUARD BD INDEX FDS	—	$1.41M	18,101	0.2%
VANGUARD STAR FDS	—	$1.40M	18,517	0.2%
Tesla Inc	—	$1.38M	3,061	0.2%
VANGUARD INTL EQUITY INDEX F	—	$1.37M	29,976	0.2%
Amazon.com Inc	—	$1.36M	5,911	0.2%
ISHARES TR	—	$1.33M	19,180	0.2%
MICROSOFT CORP	—	$1.25M	2,593	0.2%
STEEL DYNAMICS INC	—	$1.18M	6,970	0.2%
CHEVRON CORP	—	$1.16M	7,633	0.2%
DIMENSIONAL ETF TRUST	—	$1.14M	19,107	0.2%
Ferguson Enterprises Inc. /DE	—	$1.12M	5,033	0.2%
ISHARES TR	—	$1.12M	11,659	0.2%
Edwards Lifesciences Corp	—	$987.5K	11,584	0.2%