Institutions / Financial Planning Hawaii, Inc.
Financial Planning Hawaii, Inc.
CIK 2105146 · Institution · as of Dec 31, 2025
Portfolio value
$173.57M
Positions
128
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 128 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $17.41M | 10.0% |
| Microsoft Corp | $9.95M | 5.7% |
| Vanguard Specialized Funds | $9.80M | 5.6% |
| Vanguard Index Fds | $8.87M | 5.1% |
| Vanguard Index Fds | $8.01M | 4.6% |
| Invesco Exchange Traded Fd T | $3.75M | 2.2% |
| SPDR Series Trust | $3.49M | 2.0% |
| Alphabet Inc. | $3.44M | 2.0% |
| Vanguard Index Fds | $3.41M | 2.0% |
| Alphabet Inc. | $3.37M | 1.9% |
| Vanguard Star Fds | $2.93M | 1.7% |
| Select Sector SPDR Tr | $2.92M | 1.7% |
| AbbVie Inc. | $2.90M | 1.7% |
| Vanguard Whitehall Fds | $2.83M | 1.6% |
| World Gold Tr | $2.82M | 1.6% |
| Amazon.com Inc | $2.81M | 1.6% |
| Johnson & Johnson | $2.33M | 1.3% |
| Cisco Systems, Inc. | $2.28M | 1.3% |
| NVIDIA Corp | $2.21M | 1.3% |
| Amgen Inc | $2.02M | 1.2% |
| Chevron Corp | $1.98M | 1.1% |
| Lockheed Martin Corp | $1.98M | 1.1% |
| Vanguard Index Fds | $1.97M | 1.1% |
| Vanguard Tax-Managed Fds | $1.90M | 1.1% |
| iShares Tr | $1.89M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.