Vested Financial Planning, LLC Portfolio Holdings by Sector
Vested Financial Planning, LLC
- $130 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC VOO DFNM DFCF DUHP SPDW VTEB VXF 21 stocks |
$103 Million
95.61% of portfolio
|
  15  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.62 Million
2.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.48 Million
1.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$361,232
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$290,844
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|