Vested Financial Planning, LLC Portfolio Holdings by Sector
Vested Financial Planning, LLC
- $106 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC VOO DFNM DFCF SPDW VTEB VXF SPEM 18 stocks |
$83.1 Million
95.51% of portfolio
|
18
|
- |
18
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.77 Million
3.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$872,984
1.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$261,506
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|