Partners In Financial Planning Reduced Holdings in Q3 2025

Partners In Financial Planning

  • $578 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-13.1K
- 5.51%
$48.5 - $50.19 $637K - $659K
225K $11.3B
ABT
Abbott Laboratories

Healthcare
-346
- 11.0%
$120.51 - $136.62 $41.7K - $47.3K
2.8K $375M
AMZN
Amazon Com Inc

Consumer Cyclical
-235
- 3.83%
$211.65 - $238.24 $49.7K - $56K
5.9K $1.29B
AVGO
Broadcom Inc.

Technology
-346
- 23.75%
$264.74 - $369.57 $91.6K - $128K
1.11K $367M
DFAX
Dimensional ETF Tr
-2.44K
- 8.99%
$29.25 - $31.56 $71.4K - $77.1K
24.7K $776M
IWN
Ishares Russell2000 Val ETF

ETFs
-11
- 0.87%
$157.1 - $178.94 $1.73K - $1.97K
1.26K $223M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-430
- 1.45%
$45.22 - $48.34 $19.4K - $20.8K
29.1K $1.39B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-624
- 3.26%
$68.24 - $73.73 $42.6K - $46K
18.5K $1.36B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-157
- 0.75%
$36.04 - $38.78 $5.66K - $6.09K
20.8K $804M
STLD
Steel Dynamics Inc

Basic Materials
-173
- 2.42%
N/A
6.97K $972M
LRGF
Ishares Tr

ETFs
-254
- 1.31%
$64.13 - $69.24 $16.3K - $17.6K
19.2K $1.33B
VB
Vanguard Small Cap ETF

ETFs
-129
- 1.86%
$237.58 - $259.17 $30.6K - $33.4K
6.81K $1.73B
VEU
Vanguard Ftse All World Ex Us

ETFs
-218
- 0.75%
$66.38 - $71.68 $14.5K - $15.6K
28.8K $2.05B
GOOGL
Alphabet Inc.

Communication Services
-150
- 6.12%
$174.36 - $254.72 $26.2K - $38.2K
2.3K $559M
VO
Vanguard Mid Cap ETF

ETFs
-195
- 1.36%
$279.83 - $293.74 $54.6K - $57.3K
14.1K $4.15B
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-102
- 0.51%
$132.51 - $145.94 $13.5K - $14.9K
19.9K $2.87B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-43
- 0.08%
$72.04 - $77.35 $3.1K - $3.33K
51K $3.91B
VXF
Vanguard Extended Market ETF

ETFs
-138
- 0.85%
$193.58 - $213.07 $26.7K - $29.4K
16K $3.36B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-658
- 0.95%
$42.67 - $46.91 $28.1K - $30.9K
68.7K $3.22B
SPYG
Spdr Portfolio

ETFs
-464
- 1.07%
$94.33 - $105.31 $43.8K - $48.9K
42.8K $4.47B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6
- 0.06%
$567.77 - $614.76 $3.41K - $3.69K
10.6K $6.5B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-287
- 0.1%
$39.8 - $42.86 $11.4K - $12.3K
287K $12.3B
VTI
Vanguard Total Stock Market Et

ETFs
-504
- 1.39%
$303.93 - $329.86 $153K - $166K
35.7K $11.7B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.12K
- 1.05%
$133.48 - $144.38 $150K - $162K
106K $15.1B
VBR
Vanguard Small Cap Value ETF

ETFs
-357
- 0.35%
$195.41 - $212.37 $69.8K - $75.8K
100K $20.9B
VBK
Vanguard Small Cap Growth ETF

ETFs
-230
- 0.35%
$276.51 - $305.12 $63.6K - $70.2K
66.3K $19.7B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.43K
- 0.47%
$49.43 - $54.52 $70.8K - $78.1K
304K $16.5B
VEA
Vanguard Ftse Developed Market

ETFs
-3.53K
- 0.45%
$56.02 - $60.3 $198K - $213K
775K $46.4B
VUG
Vanguard Growth ETF

ETFs
-3.19K
- 2.25%
$433.97 - $484.08 $1.39M - $1.55M
139K $66.6B
Activity Summary
Buys All Purchases 55 New Holdings 9 Increased Positions 46 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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