Virginia Estate & Retirement Planning Advisors Inc.: 13F holdings
CIK 21153272026Q2
| Positions | 186 |
|---|---|
| Reported value | $660.6m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHD SCHWAB STRATEGIC TR | 10,533,989 | $334.0m | 50.6% |
| SCHP SCHWAB STRATEGIC TR | 8,707,371 | $230.7m | 34.9% |
| SGOV ISHARES TR | 231,753 | $23.3m | 3.5% |
| SCHC SCHWAB STRATEGIC TR | 467,217 | $22.5m | 3.4% |
| SCHR SCHWAB STRATEGIC TR | 404,337 | $10.0m | 1.5% |
| VOO VANGUARD INDEX FDS | 13,974 | $9.6m | 1.5% |
| QQQ INVESCO QQQ TR | 8,470 | $6.2m | 0.9% |
| SCHF SCHWAB STRATEGIC TR | 89,530 | $2.8m | 0.4% |
| RSP INVESCO EXCHANGE TRADED FD T | 31,239 | $2.8m | 0.4% |
| INVESCO EXCHANGE TRADED FD T | 12,839 | $2.7m | 0.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2115327")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.