Quantum Financial Planning Services, Inc. Incresed Positions in Q4 2025

Quantum Financial Planning Services, Inc.

  • $276 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
218K
+ 39.33%
$32.24 - $33.72 $7.03M - $7.35M
773K $26.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.6K
+ 5.11%
$76.84 - $80.86 $1.89M - $1.99M
506K $40.6B
VUG
Vanguard Growth ETF

ETFs
2.79K
+ 2.28%
$470.44 - $504.26 $1.31M - $1.41M
125K $61.2B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.9K
+ 3.04%
$79.55 - $80.13 $1.9M - $1.91M
808K $64.4B
Capital Group Core Balanced
42.1K
+ 15.19%
N/A
319K $11.3B
Vanguard Malvern Fds
18.8K
+ 5.5%
N/A
360K $28B
CGDV
Capital Group Divid Value ETF

ETFs
14.7K
+ 11.47%
$41.33 - $43.47 $609K - $640K
143K $6.24B
DFAT
Dimensional ETF Tr U S Target

ETFs
10.5K
+ 13.55%
$55.75 - $58.83 $587K - $620K
88.2K $5.25B
MSFT
Microsoft Corp

Technology
1.59K
+ 44.76%
$496.82 - $542.07 $789K - $861K
5.14K $2.48B
AAPL
Apple Inc.

Technology
1.47K
+ 18.7%
$245.27 - $275.25 $359K - $403K
9.3K $2.53B
GOOG
Alphabet Inc.

Communication Services
336
+ 13.23%
$237.49 - $291.74 $79.8K - $98K
2.88K $902M
NVDA
Nvidia Corp

Technology
1.33K
+ 62.16%
$179.83 - $207.04 $240K - $276K
3.48K $649M
VEA
Vanguard Ftse Developed Market

ETFs
3.72K
+ 97.87%
$59.18 - $62.09 $220K - $231K
7.52K $469M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
472
+ 53.39%
$475.68 - $513.11 $225K - $242K
1.36K $682M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.39K
+ 52.79%
$42.26 - $44.28 $186K - $195K
12.7K $565M
TSLA
Tesla, Inc.

Consumer Cyclical
150
+ 33.26%
$401.99 - $468.37 $60.3K - $70.3K
601 $270M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
14
+ 0.25%
$116.0 - $122.39 $1.62K - $1.71K
5.57K $674M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
48
+ 1.19%
$68.22 - $71.43 $3.27K - $3.43K
4.08K $292M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
199
+ 2.13%
$49.98 - $50.59 $9.95K - $10.1K
9.56K $481M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32
+ 0.31%
$25.2 - $26.46 $806 - $847
10.2K $268M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.3%
$656.2 - $690.71 $656 - $691
336 $230M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1
+ 0.03%
$97.52 - $102.52 $97.5 - $103
3.37K $329M
TMUS
T Mobile Us, Inc.

Communication Services
45
+ 3.06%
$201.01 - $233.26 $9.05K - $10.5K
1.52K $308M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 1.88%
$910.94 - $954.99 $33.7K - $35.3K
2K $1.73B
ORCL
Oracle Corp

Technology
27
+ 1.11%
$217.57 - $313.0 $5.87K - $8.45K
2.45K $478M
Activity Summary
Buys All Purchases 36 New Holdings 10 Increased Positions 26 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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