Vested Financial Planning, LLC: 13F holdings
CIK 20446792026Q2
| Positions | 29 |
|---|---|
| Reported value | $148.9m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 965,539 | $42.8m | 28.8% |
| DFAX DIMENSIONAL ETF TRUST | 527,460 | $19.4m | 13.1% |
| VOO VANGUARD INDEX FDS | 28,143 | $19.3m | 13.0% |
| DIMENSIONAL ETF TRUST | 245,079 | $11.8m | 8.0% |
| VTEB VANGUARD MUN BD FDS | 168,500 | $8.5m | 5.7% |
| EWU SPDR INDEX SHS FDS | 151,131 | $7.6m | 5.1% |
| DFCF DIMENSIONAL ETF TRUST | 177,825 | $7.5m | 5.0% |
| DIMENSIONAL ETF TRUST | 175,990 | $7.3m | 4.9% |
| VXF VANGUARD INDEX FDS | 19,722 | $4.9m | 3.3% |
| AAPL APPLE INC | 9,427 | $2.7m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044679")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.