The Analysis of Partners in Financial Planning's Holdings

Currently, Partners in Financial Planning holds 115 types of securities in its portfolio with a total value $578.5M. In the most recent quarter, they have increased their positions in BND (+65.6K shares, valued at $4.9M), BNDX (+55.9K shares, valued at $2.8M), CVX (+5.5K shares, valued at $855.3K); decreased their positions in VUG (-3.2K shares, valued at $1.5M), VTEB (-13.1K shares, valued at $657.4K), VEA (-3.5K shares, valued at $211.4K); initiated new positions in GLW (+3.6K shares, valued at $297.9K), VBIL (+3.6K shares, valued at $268.7K), URI (+280 shares, valued at $267.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS965.6K shares7.29%2025-09-302025-11-10

VUG VANGUARD INDEX FDS138.9K shares-2.25%2025-09-302025-11-10

VTV VANGUARD INDEX FDS301.5K shares0.31%2025-09-302025-11-10

BNDX VANGUARD CHARLOTTE FDS1.1M shares5.48%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS775.1K shares-0.45%2025-09-302025-11-10

BSV VANGUARD BD INDEX FDS457.2K shares1.85%2025-09-302025-11-10

VBR VANGUARD INDEX FDS100.2K shares-0.35%2025-09-302025-11-10

VBK VANGUARD INDEX FDS66.3K shares-0.35%2025-09-302025-11-10

Sponsored

VWO VANGUARD INTL EQUITY INDEX F304.5K shares-0.47%2025-09-302025-11-10

VSS VANGUARD INTL EQUITY INDEX F105.9K shares-1.05%2025-09-302025-11-10

VNQ VANGUARD INDEX FDS155.4K shares1.34%2025-09-302025-11-10

SPDW SPDR INDEX SHS FDS286.5K shares-0.10%2025-09-302025-11-10

VTI VANGUARD INDEX FDS35.7K shares-1.39%2025-09-302025-11-10

VTEB VANGUARD MUN BD FDS225.1K shares-5.51%2025-09-302025-11-10

SUB ISHARES TR98.0K shares7.11%2025-09-302025-11-10

VCIT VANGUARD SCOTTSDALE FDS88.9K shares10.68%2025-09-302025-11-10

Sponsored

VOO VANGUARD INDEX FDS10.6K shares-0.06%2025-09-302025-11-10

MUB ISHARES TR50.5K shares13.40%2025-09-302025-11-10

SPYG SPDR SER TR42.8K shares-1.07%2025-09-302025-11-10

SPYV SPDR SER TR78.2K shares0.39%2025-09-302025-11-10

VO VANGUARD INDEX FDS14.1K shares-1.36%2025-09-302025-11-10

SCZ ISHARES TR51.0K shares-0.08%2025-09-302025-11-10

VXF VANGUARD INDEX FDS16.0K shares-0.85%2025-09-302025-11-10

SPEM SPDR INDEX SHS FDS68.7K shares-0.95%2025-09-302025-11-10

Sponsored

IAGG ISHARES TR58.3K shares1.35%2025-09-302025-11-10

VFMF VANGUARD WELLINGTON FD19.9K shares-0.51%2025-09-302025-11-10

NSC NORFOLK SOUTHN CORP9.4K shares6.23%2025-09-302025-11-10

SLYV SPDR SER TR31.2K shares0.36%2025-09-302025-11-10

VV VANGUARD INDEX FDS8.9K shares0.15%2025-09-302025-11-10

SPAB SPDR SER TR101.6K shares1.63%2025-09-302025-11-10

VEU VANGUARD INTL EQUITY INDEX F28.8K shares-0.75%2025-09-302025-11-10

IWF ISHARES TR3.8K shares0.03%2025-09-302025-11-10

Sponsored

SLYG SPDR SER TR18.5K shares0.14%2025-09-302025-11-10

VB VANGUARD INDEX FDS6.8K shares-1.86%2025-09-302025-11-10

AAPL APPLE INC6.5K shares0.00%2025-09-302025-11-10

XOM EXXON MOBIL CORP13.2K shares4.52%2025-09-302025-11-10

SPTS SPDR SER TR48.1K shares0.56%2025-09-302025-11-10

BIV VANGUARD BD INDEX FDS18.0K shares0.48%2025-09-302025-11-10

VNQI VANGUARD INTL EQUITY INDEX F29.1K shares-1.45%2025-09-302025-11-10

VXUS VANGUARD STAR FDS18.5K shares-3.26%2025-09-302025-11-10

Sponsored

TSLA TESLA INC3.1K shares0.00%2025-09-302025-11-10

MSFT MICROSOFT CORP2.6K shares0.00%2025-09-302025-11-10

LRGF ISHARES TR19.2K shares-1.31%2025-09-302025-11-10

AMZN AMAZON COM INC5.9K shares-3.83%2025-09-302025-11-10

CVX CHEVRON CORP7.6K shares259.20%2025-09-302025-11-10

FERG FERGUSON ENTERPRISES INC5.0K shares0.00%2025-09-302025-11-10

DFAT DIMENSIONAL ETF TRUST19.1K shares0.26%2025-09-302025-11-10

EFA ISHARES TR11.6K shares4.97%2025-09-302025-11-10

Sponsored

STLD STEEL DYNAMICS INC7.0K shares-2.42%2025-09-302025-11-10

IVV ISHARES TR1.4K shares0.00%2025-09-302025-11-10

EW EDWARDS LIFESCIENCES CORP11.6K shares0.00%2025-09-302025-11-10

IWD ISHARES TR4.2K shares0.05%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares0.00%2025-09-302025-11-10

DFAC DIMENSIONAL ETF TRUST20.8K shares-0.75%2025-09-302025-11-10

GE GE AEROSPACE2.6K shares1.10%2025-09-302025-11-10

IEFA ISHARES TR8.9K shares0.00%2025-09-302025-11-10

Sponsored

DFAX DIMENSIONAL ETF TRUST24.7K shares-8.99%2025-09-302025-11-10

TFC TRUIST FINL CORP14.8K shares0.00%2025-09-302025-11-10

TPL TEXAS PACIFIC LAND CORPORATION714 shares0.00%2025-09-302025-11-10

PM PHILIP MORRIS INTL INC4.1K shares61.67%2025-09-302025-11-10

WMT WALMART INC6.2K shares0.00%2025-09-302025-11-10

NKSH NATIONAL BANKSHARES INC VA COM21.4K shares33.85%2025-09-302025-11-10

GOOG ALPHABET INC2.6K shares0.04%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO4.0K shares0.17%2025-09-302025-11-10

Sponsored

SPY SPDR S&P 500 ETF TR920 shares0.11%2025-09-302025-11-10

LOW LOWES COS INC2.4K shares0.04%2025-09-302025-11-10

GEV GE VERNOVA INC930 shares0.65%2025-09-302025-11-10

AGG ISHARES TR5.7K shares0.28%2025-09-302025-11-10

CSX CSX CORP15.8K shares0.00%2025-09-302025-11-10

GOOGL ALPHABET INC2.3K shares-6.12%2025-09-302025-11-10

NKE NIKE INC8.0K shares0.00%2025-09-302025-11-10

MCD MCDONALDS CORP1.6K shares0.00%2025-09-302025-11-10

Sponsored

IWP ISHARES TR3.4K shares0.03%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON2.6K shares-3.72%2025-09-302025-11-10

DFAE DIMENSIONAL ETF TRUST14.7K shares0.73%2025-09-302025-11-10

UDR UDR INC12.4K shares0.00%2025-09-302025-11-10

META META PLATFORMS INC617 shares0.00%2025-09-302025-11-10

CVS CVS HEALTH CORP5.9K shares0.00%2025-09-302025-11-10

DFIV DIMENSIONAL ETF TRUST9.6K shares0.21%2025-09-302025-11-10

IVW ISHARES TR3.6K shares0.08%2025-09-302025-11-10

Sponsored

IWS ISHARES TR2.9K shares0.03%2025-09-302025-11-10

VOT VANGUARD INDEX FDS1.4K shares0.07%2025-09-302025-11-10

DFSV DIMENSIONAL ETF TRUST12.5K shares0.44%2025-09-302025-11-10

DFIS DIMENSIONAL ETF TRUST12.4K shares0.24%2025-09-302025-11-10

STX SEAGATE TECHNOLOGY HLDNGS PL1.6K shares0.00%2025-09-302025-11-10

ABT ABBOTT LABS2.8K shares-11.00%2025-09-302025-11-10

DHR DANAHER CORPORATION1.9K shares0.69%2025-09-302025-11-10

AVGO BROADCOM INC1.1K shares-23.75%2025-09-302025-11-10

Sponsored

IJH ISHARES TR5.4K shares0.13%2025-09-302025-11-10

CAH CARDINAL HEALTH INC2.2K shares0.00%2025-09-302025-11-10

COF CAPITAL ONE FINL CORP1.5K shares0.00%2025-09-302025-11-10

SCHZ SCHWAB STRATEGIC TR13.1K shares1.02%2025-09-302025-11-10

ABBV ABBVIE INC1.3K shares0.00%2025-09-302025-11-10

GLW CORNING INC3.6K sharesnew addition2025-09-302025-11-10

EEM ISHARES TR5.4K shares0.00%2025-09-302025-11-10

UNP UNION PAC CORP1.2K shares0.00%2025-09-302025-11-10

Sponsored

IVE ISHARES TR1.4K shares0.22%2025-09-302025-11-10

CARE CARTER BANKSHARES INC14.5K shares0.00%2025-09-302025-11-10

IJR ISHARES TR2.3K shares0.09%2025-09-302025-11-10

VBIL VANGUARD INSTL INDEX FD3.6K sharesnew addition2025-09-302025-11-10

URI UNITED RENTALS INC280 sharesnew addition2025-09-302025-11-10

RTX RTX CORPORATION1.6K shares0.00%2025-09-302025-11-10

WMB WILLIAMS COS INC4.0K shares0.00%2025-09-302025-11-10

VOE VANGUARD INDEX FDS1.4K shares0.30%2025-09-302025-11-10

Sponsored

IWV ISHARES TR611 shares0.00%2025-09-302025-11-10

IEMG ISHARES INC3.5K shares0.00%2025-09-302025-11-10

SO SOUTHERN CO2.4K shares0.00%2025-09-302025-11-10

MO ALTRIA GROUP INC3.4K sharesnew addition2025-09-302025-11-10

IWN ISHARES TR1.3K shares-0.87%2025-09-302025-11-10

MDLZ MONDELEZ INTL INC3.6K sharesnew addition2025-09-302025-11-10

AUB ATLANTIC UN BANKSHARES CORP6.2K sharesnew addition2025-09-302025-11-10

PFE PFIZER INC8.6K shares0.00%2025-09-302025-11-10

Sponsored

AOA ISHARES TR2.4K sharesnew addition2025-09-302025-11-10

VGK VANGUARD INTL EQUITY INDEX F2.5K sharesnew addition2025-09-302025-11-10

D DOMINION ENERGY INC3.3K sharesnew addition2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available