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Partners in Financial Planning

All holdings · as of Dec 31, 2025

115 positions

CompanyClassValueShares% of portfolio
ISHARES TR$970.4K1,4170.2%
ISHARES TR$874.9K4,1600.1%
Warren E. Buffett$841.4K1,6740.1%
DIMENSIONAL ETF TRUST$826.3K20,8710.1%
Alphabet Inc.$825.6K2,6310.1%
DIMENSIONAL ETF TRUST$814.4K24,8810.1%
ISHARES TR$810.1K9,0560.1%
GENERAL ELECTRIC CO$796.5K2,5860.1%
TRUIST FINANCIAL CORP$728.7K14,8080.1%
Alphabet Inc.$723.7K2,3120.1%
NATIONAL BANKSHARES INC$718.6K21,4310.1%
Walmart Inc.$699.1K6,2750.1%
Philip Morris International Inc.$652.2K4,0660.1%
SPDR S&P 500 ETF TR$628.4K9220.1%
Texas Pacific Land Corp$615.2K2,1420.1%
GE Vernova Inc.$608.0K9300.1%
PROCTER & GAMBLE Co$578.7K4,0380.1%
CSX CORP$573.3K15,8160.1%
ISHARES TR$570.1K5,7080.1%
LOWES COMPANIES INC$566.8K2,3500.1%
JOHNSON & JOHNSON$535.9K2,5900.1%
VANGUARD INSTL INDEX FD$533.5K7,0730.1%
NIKE, Inc.$508.1K7,9760.1%
MCDONALD'S CORP$492.7K1,6120.1%
DIMENSIONAL ETF TRUST$480.4K14,7500.1%
CVS HEALTH Corp$467.3K5,8880.1%
UDR, Inc.$453.7K12,3680.1%
CARDINAL HEALTH INC$444.5K2,1630.1%
ISHARES TR$443.3K3,5970.1%
Seagate Technology Holdings PLC$440.6K1,6000.1%
ISHARES TR$438.8K3,2040.1%
DIMENSIONAL ETF TRUST$435.6K8,7290.1%
DANAHER CORP /DE$432.2K1,8880.1%
DIMENSIONAL ETF TRUST$413.0K12,5580.1%
ISHARES TR$411.0K2,9140.1%
DIMENSIONAL ETF TRUST$408.6K12,4030.1%
Meta Platforms Inc$407.3K6170.1%
CAPITAL ONE FINANCIAL CORP$398.7K1,6450.1%
Broadcom Inc.$384.5K1,1110.1%
VANGUARD MALVERN FDS$376.3K4,8310.1%
VANGUARD INDEX FDS$366.6K1,3130.1%
ISHARES TR$359.9K5,4530.1%
ABBOTT LABORATORIES$350.6K2,7990.1%
ISHARES TR$335.4K6,1310.1%
CORNING INC /NY$317.9K3,6310.1%
SCHWAB STRATEGIC TR$310.7K13,2940.1%
AbbVie Inc.$300.8K1,3170.1%
ISHARES TR$291.2K1,3730.0%
RTX Corp$289.2K1,5770.0%
Union Pacific Corp$277.6K1,2000.0%
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