United Financial Planning Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD VALUE ETF | $29.64M | 18.0% |
| VANGUARD GROWTH ETF | $28.39M | 17.2% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $26.11M | 15.8% |
| ISHARES CORE S&P MID CAP ETF | $8.36M | 5.1% |
| ISHARES CORE S&P SMALL CAP ETF | $6.82M | 4.1% |
| ISHARES CORE MSCI EMERGING ETF | $6.78M | 4.1% |
| VANGUARD REAL ESTATE ETF | $5.49M | 3.3% |
| VANGUARD TOTAL INTERNATIONAL BND ETF | $4.91M | 3.0% |
| VANGUARD MID CAP ETF | $3.86M | 2.3% |
| VANGUARD SHORT-TERM BOND ETF | $3.82M | 2.3% |
| VANGUARD TOTAL STOCK MARKET ETF | $2.26M | 1.4% |
| ISHARES TR IS 1-5 YR IN GR CR BD ETF | $2.23M | 1.4% |
| Apple Inc. | $2.13M | 1.3% |
| VANGUARD TOTAL INTERNATIONAL STK ETF | $2.05M | 1.2% |
| VANGUARD SMALL CAP ETF | $2.00M | 1.2% |
| iShares MSCI UAE ETF | $1.97M | 1.2% |
| VANGUARD FTSE EMERGING MARKETS ETF | $1.60M | 1.0% |
| SPDR S&P 500 ETF | $1.15M | 0.7% |
| VANGUARD INTERMEDIATE TERM BOND ETF | $1.14M | 0.7% |
| SPDR GOLD SHARES ETF | $1.07M | 0.6% |
| ISHARES SILVER TRUST ETF | $1.04M | 0.6% |
| Walmart Inc. | $1.03M | 0.6% |
| NVIDIA Corp | $945.0K | 0.6% |
| MICROSOFT CORP | $814.9K | 0.5% |
| VANGUARD S&P 500 ETF | $805.7K | 0.5% |
| Consolidated Edison Inc | $802.6K | 0.5% |
| BARRICK MNG CORP F | $798.0K | 0.5% |
| VANGUARD TOTAL BOND MARKET ETF | $753.3K | 0.5% |
| Newmont Corp | $743.0K | 0.5% |
| Broadcom Inc. | $525.5K | 0.3% |
| VANGUARD HIGH DIVIDEND YIELD ETF | $521.7K | 0.3% |
| ORACLE CORP | $471.7K | 0.3% |
| Warren E. Buffett | $455.4K | 0.3% |
| Moody's Corp | $427.1K | 0.3% |
| Alphabet Inc. | $417.8K | 0.3% |
| Visa Inc | $413.7K | 0.3% |
| Amazon.com Inc | $370.7K | 0.2% |
| ISHARES RUSSELL 1000 VALUE ETF | $369.6K | 0.2% |
| JPMORGAN CHASE & CO | $346.4K | 0.2% |
| VANGUARD DIVIDEND APPRECIATION ETF | $331.4K | 0.2% |
| Alphabet Inc. | $321.6K | 0.2% |
| VANGUARD UTILITIES ETF | $312.9K | 0.2% |
| VANGUARD LONG-TERM BOND ETF | $298.2K | 0.2% |
| STATE STRET ENRGY SLECT SEC SPDR ETF | $296.3K | 0.2% |
| SCHWAB US AGGREGATE BOND ETF | $294.0K | 0.2% |
| EXXON MOBIL CORP | $290.1K | 0.2% |
| INVSC QQQ TRUST SRS 1 ETF | $286.9K | 0.2% |
| ISHARES CORE S&P 500 ETF | $271.5K | 0.2% |
| Meta Platforms Inc | $258.1K | 0.2% |
| MCDONALD'S CORP | $248.7K | 0.2% |