Financial Planning Hawaii, Inc. Portfolio Holdings by Sector

Financial Planning Hawaii, Inc.

$174 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VIG VOO RSP SDY VO VXUS XLU VYM 33 stocks	$60.7 Million 35.63% of portfolio	33	-	33	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$17.4 Million 10.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE 3 stocks	$11.4 Million 6.69% of portfolio	3	-	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$8.87 Million 5.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ AMGN MRK LLY 5 stocks	$8.53 Million 5.01% of portfolio	5	-	5	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META 3 stocks	$7.59 Million 4.46% of portfolio	3	-	3	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT GD RTX NOC LHX HII BA 7 stocks	$5.98 Million 3.51% of portfolio	7	-	7	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW CMI PH EMR DCI AOS 6 stocks	$4.23 Million 2.49% of portfolio	6	-	6	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM 3 stocks	$3.73 Million 2.19% of portfolio	3	-	3	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$3.44 Million 2.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$3.04 Million 1.78% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CFR NBTB BHB BANR BHLB 5 stocks	$2.33 Million 1.37% of portfolio	5	-	5	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$2.28 Million 1.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical ROST TJX 2 stocks	$2.07 Million 1.22% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V MA 3 stocks	$2.03 Million 1.19% of portfolio	3	-	3	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$1.91 Million 1.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology SHOP CRM INTU 3 stocks	$1.79 Million 1.05% of portfolio	3	-	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$1.75 Million 1.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA 2 stocks	$1.72 Million 1.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.66 Million 0.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$1.48 Million 0.87% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT PCAR 3 stocks	$1.33 Million 0.78% of portfolio	3	-	3	-	0 Calls 0 Puts

Information Technology Services \| Technology IBM BR 2 stocks	$1.32 Million 0.78% of portfolio	2	-	2	-	0 Calls 0 Puts
Railroads \| Industrials NSC CSX UNP 3 stocks	$1.24 Million 0.73% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$1.22 Million 0.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED SO 2 stocks	$921,333 0.54% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$843,826 0.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$841,581 0.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$810,678 0.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$790,512 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC ORLY 2 stocks	$773,318 0.45% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$741,139 0.44% of portfolio	1	-	1	-	0 Calls 0 Puts

Tobacco \| Consumer Defensive MO 1 stocks	$547,524 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$526,931 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB 1 stocks	$505,397 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$485,189 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$467,308 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$395,848 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$384,060 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$368,338 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$345,445 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CSL 1 stocks	$299,069 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$254,840 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF 1 stocks	$254,535 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CBOE 1 stocks	$230,167 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$226,362 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services SEIC 1 stocks	$223,094 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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Financial Planning Hawaii, Inc. Portfolio Holdings by Sector

Financial Planning Hawaii, Inc.

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