Fee Only Financial Planning, L.C. Portfolio Holdings

Fee Only Financial Planning, L.C.

  • $155 Billion
  • Q4 2024

Fee Only Financial Planning, L.C. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $46.3B, Vanguard Value ETF with a value of $29.3B, Vanguard Mid Cap ETF with a value of $13.9B, Vanguard Small Cap Value ETF with a value of $10.7B, and Vanguard Small Cap ETF with a value of $10.5B.

Examining the 13F form we can see an decrease of $1.28B in the current position value, from $156B to 155B.

Fee Only Financial Planning, L.C. is based out at Okatie, SC

Below you can find more details about Fee Only Financial Planning, L.C. portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
ETFs: $145 Billion
Financial Services: $2.45 Billion
Consumer Defensive: $1.99 Billion
Technology: $1.44 Billion
Utilities: $1.12 Billion
Communication Services: $879 Million
Industrials: $806 Million
Energy: $669 Million
Other: $343 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.18B
$501 Million 0.32% of portfolio
4,206
Q3 2024 Added 1.84%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $155 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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