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Partners in Financial Planning

All holdings · as of Dec 31, 2025

115 positions

CompanyClassValueShares% of portfolio
ISHARES TR$276.1K2,2970.0%
ISHARES TR$261.4K2,9190.0%
Carter Bankshares, Inc.$252.9K12,8620.0%
Williams Cos Inc/The$243.1K4,0450.0%
ISHARES SILVER TR$240.8K3,7380.0%
ISHARES TR$236.4K6110.0%
ISHARES INC$233.9K3,4790.0%
ISHARES TR$228.4K1,2610.0%
United Rentals Inc$226.6K2800.0%
Atlantic Union Bankshares Corp$220.2K6,2380.0%
PFIZER INC$214.2K8,6040.0%
VANGUARD SCOTTSDALE FDS$211.3K3,5250.0%
VANGUARD INTL EQUITY INDEX F$211.1K2,5250.0%
SOUTHERN CO$208.1K2,3860.0%
VANGUARD WORLD FD$200.2K1,6550.0%
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