Penney Financial, LLC: 13F holdings
CIK 20498572026Q2
| Positions | 53 |
|---|---|
| Reported value | $286.1m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFUS DIMENSIONAL ETF TRUST | 893,449 | $73.2m | 25.6% |
| VTI VANGUARD INDEX FDS | 122,064 | $45.2m | 15.8% |
| VEA VANGUARD TAX-MANAGED FDS | 342,359 | $24.4m | 8.5% |
| VANGUARD MALVERN FDS | 259,865 | $20.1m | 7.0% |
| SGOV ISHARES TR | 155,055 | $15.6m | 5.5% |
| IEFA ISHARES TR | 132,569 | $12.8m | 4.5% |
| JPIE J P MORGAN EXCHANGE TRADED F | 211,958 | $9.8m | 3.4% |
| VYM VANGUARD WHITEHALL FDS | 60,279 | $9.5m | 3.3% |
| SCHD SCHWAB STRATEGIC TR | 293,595 | $9.3m | 3.3% |
| VANGUARD MUN BD FDS | 113,444 | $8.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2049857")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.