Vested Financial Planning, LLC Portfolio Holdings by Sector
Vested Financial Planning, LLC
- $123 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC VOO DFNM DFCF DUHP SPDW VTEB VXF 21 stocks |
$98 Million
95.68% of portfolio
|
  16  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.47 Million
2.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.25 Million
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$481,496
0.47% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$224,836
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|