Sponsored

The Analysis of Financial Planning Hawaii, Inc.'s Holdings & P&L

Currently, Financial Planning Hawaii, Inc. holds 123 types of securities in its portfolio with a total value $169.6M. In the most recent quarter, they have increased their positions in PYLD (+23.2K shares, valued at $607.3K), SGOV (+5.2K shares, valued at $524.3K), GLW (+2.0K shares, valued at $276.7K); decreased their positions in AAPL (-1.6K shares, valued at $395.9K), IBM (-900 shares, valued at $218.2K), VZ (-4.1K shares, valued at $208.3K); initiated new positions in GLW (+2.0K shares, valued at $276.7K), CTBI (+3.4K shares, valued at $206.8K).

1M P&L

+3.9M+2.53%

3M P&L

+6.6M+4.42%

HY P&L

-1.9M-1.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A61.7M

42.1%

2Consumer Electronics15.9M

10.8%

3Software - Infrastructure8.1M

5.5%

Top Industries by Stock Count

1N/A35 stocks

31.3%

2Banks - Regional6 stocks

5.4%

3Specialty Industrial Machinery5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC62.5K shares-2.44%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS45.0K shares0.85%2026-03-312026-04-21

VTI VANGUARD INDEX FDS26.9K shares1.73%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS12.5K shares-2.08%2026-03-312026-04-21

MSFT MICROSOFT CORP20.1K shares-2.21%2026-03-312026-04-21

SDY SPDR SERIES TRUST24.9K shares-0.83%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T18.7K shares-4.40%2026-03-312026-04-21

VO VANGUARD INDEX FDS12.1K shares2.64%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC11.0K shares0.04%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR68.2K shares-0.29%2026-03-312026-04-21

VXUS VANGUARD STAR FDS40.4K shares3.93%2026-03-312026-04-21

ALPHABET INC ALPHABET INC10.8K shares0.36%2026-03-312026-04-21

GLDM WORLD GOLD TR33.3K shares0.82%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS19.7K shares0.06%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON11.3K shares0.00%2026-03-312026-04-21

CVX CHEVRON CORPORATION13.0K shares0.02%2026-03-312026-04-21

Sponsored

ABBV ABBVIE INC12.2K shares-3.95%2026-03-312026-04-21

AMZN AMAZON COM INC12.2K shares0.05%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP4.0K shares-1.59%2026-03-312026-04-21

SGOV ISHARES TR24.1K shares27.59%2026-03-312026-04-21

CSCO CISCO SYS INC28.7K shares-3.04%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS34.3K shares12.80%2026-03-312026-04-21

AMGN AMGEN INC6.2K shares0.00%2026-03-312026-04-21

VB VANGUARD INDEX FDS8.0K shares4.60%2026-03-312026-04-21

Sponsored

NVDA NVIDIA CORPORATION11.9K shares0.21%2026-03-312026-04-21

ROST ROSS STORES INC8.6K shares0.00%2026-03-312026-04-21

IJR ISHARES TR14.1K shares-6.24%2026-03-312026-04-21

PYLD PIMCO ETF TR66.2K shares53.92%2026-03-312026-04-21

PG PROCTER & GAMBLE CO11.6K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP8.8K shares0.01%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC29.3K shares-12.41%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC5.6K shares-4.28%2026-03-312026-04-21

Sponsored

CMI CUMMINS INC2.7K shares-3.07%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR2.5K shares-7.80%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II27.5K shares11.22%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO4.8K shares0.02%2026-03-312026-04-21

WMT WALMART INC10.9K shares-0.35%2026-03-312026-04-21

TDIV FIRST TR EXCHANGE TRADED FD14.0K shares0.08%2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS13.9K shares0.85%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC4.2K shares0.00%2026-03-312026-04-21

Sponsored

FNDX SCHWAB STRATEGIC TR43.5K shares1.71%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.3K shares0.00%2026-03-312026-04-21

RTX RTX CORPORATION5.4K shares0.00%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP1.5K shares0.00%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T1.4K shares2.05%2026-03-312026-04-21

KR KROGER CO13.0K shares0.00%2026-03-312026-04-21

GLD SPDR GOLD TR2.1K shares2.04%2026-03-312026-04-21

AFL AFLAC INC7.6K shares-0.52%2026-03-312026-04-21

Sponsored

SCHD SCHWAB STRATEGIC TR26.6K shares3.23%2026-03-312026-04-21

BROADCOM INC BROADCOM INC2.6K shares0.19%2026-03-312026-04-21

SNA SNAP ON INC2.2K shares-3.49%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION786 shares-3.08%2026-03-312026-04-21

CFR CULLEN FROST BANKERS INC5.7K shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC6.1K shares-4.89%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC2.1K shares0.00%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND1.6K shares0.06%2026-03-312026-04-21

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-21

V VISA INC2.4K shares0.00%2026-03-312026-04-21

IGM ISHARES TR6.0K shares0.00%2026-03-312026-04-21

DE DEERE & CO1.3K shares0.00%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO2.3K shares3.55%2026-03-312026-04-21

ED CONSOLIDATED EDISON INC6.2K shares-5.06%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-0.48%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS2.8K shares-24.34%2026-03-312026-04-21

Sponsored

NBTB NBT BANCORP INC15.4K shares0.00%2026-03-312026-04-21

ORCL ORACLE CORP4.4K shares0.41%2026-03-312026-04-21

META META PLATFORMS INC1.1K shares-3.97%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP2.2K shares-5.36%2026-03-312026-04-21

MO ALTRIA GROUP INC9.3K shares-1.57%2026-03-312026-04-21

TSLA TESLA INC1.6K shares0.00%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP675 shares0.00%2026-03-312026-04-21

SHOP SHOPIFY INC4.9K shares0.00%2026-03-312026-04-21

Sponsored

HON HONEYWELL INTL INC2.5K shares0.00%2026-03-312026-04-21

HUBBELL INC HUBBELL INC1.1K shares0.00%2026-03-312026-04-21

TJX TJX COS INC NEW3.5K shares0.00%2026-03-312026-04-21

MELI MERCADOLIBRE INC314 shares0.00%2026-03-312026-04-21

NFLX NETFLIX INC.5.6K shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO563 shares0.00%2026-03-312026-04-21

LOW LOWES COS INC2.2K shares0.00%2026-03-312026-04-21

CAT CATERPILLAR INC706 shares0.00%2026-03-312026-04-21

Sponsored

ASML ASML HLDG NV370 shares0.00%2026-03-312026-04-21

QCOM QUALCOMM INC3.6K shares0.00%2026-03-312026-04-21

IJH ISHARES TR6.6K shares-11.69%2026-03-312026-04-21

IUSG ISHARES TR2.8K shares0.00%2026-03-312026-04-21

MCD MCDONALDS CORP1.4K shares-10.46%2026-03-312026-04-21

BHB BAR HBR BANKSHARES12.9K shares0.00%2026-03-312026-04-21

IUSV ISHARES TR4.0K shares0.00%2026-03-312026-04-21

PSA PUBLIC STORAGE OPER CO1.5K shares0.00%2026-03-312026-04-21

Sponsored

CSX CSX CORP9.8K shares0.00%2026-03-312026-04-21

PEP PEPSICO INC2.6K shares0.04%2026-03-312026-04-21

ADBE ADOBE INC1.6K shares-1.23%2026-03-312026-04-21

GPC GENUINE PARTS CO3.6K shares-5.07%2026-03-312026-04-21

CRM SALESFORCE INC2.0K shares0.00%2026-03-312026-04-21

SUSA ISHARES TR2.8K shares0.00%2026-03-312026-04-21

VSDM VANGUARD MUN BD FDS4.5K shares0.18%2026-03-312026-04-21

INTU INTUIT759 shares7.81%2026-03-312026-04-21

Sponsored

EMR EMERSON ELEC CO2.5K shares0.00%2026-03-312026-04-21

IEFA ISHARES TR3.6K shares0.00%2026-03-312026-04-21

VIOG VANGUARD ADMIRAL FDS INC2.6K shares0.00%2026-03-312026-04-21

MA MASTERCARD INCORPORATED628 shares0.00%2026-03-312026-04-21

BBT BEACON FINANCIAL CORP.10.4K shares0.00%2026-03-312026-04-21

HD HOME DEPOT INC944 shares0.11%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC3.3K shares0.00%2026-03-312026-04-21

PCAR PACCAR INC2.6K shares-14.14%2026-03-312026-04-21

Sponsored

SO SOUTHERN CO3.1K shares0.00%2026-03-312026-04-21

CSL CARLISLE COS INC885 shares-5.35%2026-03-312026-04-21

BANR BANNER CORP4.7K shares0.00%2026-03-312026-04-21

GLW CORNING INC2.0K sharesnew addition2026-03-312026-04-21

DSI ISHARES TR2.2K shares-1.89%2026-03-312026-04-21

HII HUNTINGTON INGALLS INDS INC700 shares0.00%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC273 shares0.00%2026-03-312026-04-21

Sponsored

CBOE CBOE GLOBAL MKTS INC917 shares0.00%2026-03-312026-04-21

BOND PIMCO ETF TR2.8K shares21.91%2026-03-312026-04-21

DCI DONALDSON INC2.8K shares0.00%2026-03-312026-04-21

VUG VANGUARD INDEX FDS536 shares0.56%2026-03-312026-04-21

RJF RAYMOND JAMES FINL INC1.6K shares0.00%2026-03-312026-04-21

UNP UNION PAC CORP930 shares0.00%2026-03-312026-04-21

CMCSA COMCAST CORP NEW7.6K shares-36.11%2026-03-312026-04-21

VONG VANGUARD SCOTTSDALE FDS2.0K shares-5.36%2026-03-312026-04-21

Sponsored

SEIC SEI INVTS CO2.7K shares0.00%2026-03-312026-04-21

NKE NIKE INC4.0K shares0.00%2026-03-312026-04-21

CTBI COMMUNITY TR BANCORP INC3.4K sharesnew addition2026-03-312026-04-21

AAPL

APPLE INC

-2.44%

Shares62.5K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

0.85%

Shares45.0K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

1.73%

Shares26.9K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-2.08%

Shares12.5K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-2.21%

Shares20.1K

Event2026-03-31

Filed2026-04-21

SDY

SPDR SERIES TRUST

-0.83%

Shares24.9K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

-4.40%

Shares18.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

2.64%

Shares12.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.04%

Shares11.0K

Event2026-03-31

Filed2026-04-21

XLU

SELECT SECTOR SPDR TR

-0.29%

Shares68.2K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

3.93%

Shares40.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.36%

Shares10.8K

Event2026-03-31

Filed2026-04-21

GLDM

WORLD GOLD TR

0.82%

Shares33.3K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

0.06%

Shares19.7K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

0.02%

Shares13.0K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-3.95%

Shares12.2K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.05%

Shares12.2K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

-1.59%

Shares4.0K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR

27.59%

Shares24.1K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-3.04%

Shares28.7K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

12.80%

Shares34.3K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

4.60%

Shares8.0K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

0.21%

Shares11.9K

Event2026-03-31

Filed2026-04-21

ROST

ROSS STORES INC

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

-6.24%

Shares14.1K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

53.92%

Shares66.2K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.01%

Shares8.8K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

-12.41%

Shares29.3K

Event2026-03-31

Filed2026-04-21

ITW

ILLINOIS TOOL WKS INC

-4.28%

Shares5.6K

Event2026-03-31

Filed2026-04-21

CMI

CUMMINS INC

-3.07%

Shares2.7K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-7.80%

Shares2.5K

Event2026-03-31

Filed2026-04-21

BINC

BLACKROCK ETF TRUST II

11.22%

Shares27.5K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

0.02%

Shares4.8K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-0.35%

Shares10.9K

Event2026-03-31

Filed2026-04-21

TDIV

FIRST TR EXCHANGE TRADED FD

0.08%

Shares14.0K

Event2026-03-31

Filed2026-04-21

VIGI

VANGUARD WHITEHALL FDS

0.85%

Shares13.9K

Event2026-03-31

Filed2026-04-21

TRV

TRAVELERS COMPANIES INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

FNDX

SCHWAB STRATEGIC TR

1.71%

Shares43.5K

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-21

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

2.05%

Shares1.4K

Event2026-03-31

Filed2026-04-21

KROGER CO

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

2.04%

Shares2.1K

Event2026-03-31

Filed2026-04-21

AFL

AFLAC INC

-0.52%

Shares7.6K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

3.23%

Shares26.6K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

0.19%

Shares2.6K

Event2026-03-31

Filed2026-04-21

SNA

SNAP ON INC

-3.49%

Shares2.2K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

-3.08%

Shares786

Event2026-03-31

Filed2026-04-21

CFR

CULLEN FROST BANKERS INC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-4.89%

Shares6.1K

Event2026-03-31

Filed2026-04-21

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

DIA

STATE STR SPDR DOW JONES IND

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-21

VISA INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

IGM

ISHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-21

DEERE & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

3.55%

Shares2.3K

Event2026-03-31

Filed2026-04-21

CONSOLIDATED EDISON INC

-5.06%

Shares6.2K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-0.48%

Shares1.4K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

-24.34%

Shares2.8K

Event2026-03-31

Filed2026-04-21

NBTB

NBT BANCORP INC

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

0.41%

Shares4.4K

Event2026-03-31

Filed2026-04-21