Sponsored

The Analysis of Partners in Financial Planning's Holdings & P&L

Currently, Partners in Financial Planning holds 122 types of securities in its portfolio with a total value $602.9M. In the most recent quarter, they have increased their positions in BND (+62.3K shares, valued at $4.6M), BNDX (+73.1K shares, valued at $3.5M), VUG (+2.3K shares, valued at $1.0M); decreased their positions in VTI (-434 shares, valued at $139.2K), VSS (-928 shares, valued at $135.3K), AAPL (-395 shares, valued at $100.2K); initiated new positions in DFNM (+16.0K shares, valued at $765.0K), FNDX (+13.9K shares, valued at $387.2K), IQLT (+7.1K shares, valued at $328.0K).

1M P&L

+11.3M+1.81%

3M P&L

-319.6M-33.43%

HY P&L

-313.0M-32.97%

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/A563.5M

95.3%

2Oil & Gas Integrated3.7M

0.6%

3Railroads3.6M

0.6%

Top Industries by Stock Count

1N/A73 stocks

64.0%

2Banks - Regional4 stocks

3.5%

3Drug Manufacturers - General3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS1.0M shares6.32%2026-03-312026-05-11

VTV VANGUARD INDEX FDS307.2K shares0.76%2026-03-312026-05-11

VUG VANGUARD INDEX FDS136.3K shares1.74%2026-03-312026-05-11

BNDX VANGUARD CHARLOTTE FDS1.2M shares6.28%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS789.5K shares1.54%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS477.4K shares2.57%2026-03-312026-05-11

VBR VANGUARD INDEX FDS101.9K shares0.28%2026-03-312026-05-11

VBK VANGUARD INDEX FDS66.8K shares1.19%2026-03-312026-05-11

Sponsored

VWO VANGUARD INTL EQUITY INDEX F305.9K shares-0.46%2026-03-312026-05-11

VSS VANGUARD INTL EQUITY INDEX F105.7K shares-0.87%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS157.5K shares1.15%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS290.0K shares-0.15%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS236.6K shares2.79%2026-03-312026-05-11

VTI VANGUARD INDEX FDS35.1K shares-1.22%2026-03-312026-05-11

SUB ISHARES TR102.2K shares1.96%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS97.4K shares3.77%2026-03-312026-05-11

Sponsored

MUB ISHARES TR64.3K shares15.29%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS10.9K shares3.25%2026-03-312026-05-11

SPYG SPDR SER TR42.8K shares-0.24%2026-03-312026-05-11

VO VANGUARD INDEX FDS14.1K shares-0.58%2026-03-312026-05-11

SPYV SPDR SER TR70.2K shares0.28%2026-03-312026-05-11

SCZ ISHARES TR49.9K shares-1.07%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS71.3K shares4.23%2026-03-312026-05-11

VXF VANGUARD INDEX FDS16.0K shares0.35%2026-03-312026-05-11

Sponsored

IAGG ISHARES TR62.0K shares4.31%2026-03-312026-05-11

SLYV SPDR SER TR31.7K shares1.06%2026-03-312026-05-11

VFMF VANGUARD WELLINGTON FD19.3K shares-1.60%2026-03-312026-05-11

SPAB SPDR SER TR105.2K shares2.84%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP9.4K shares0.00%2026-03-312026-05-11

VV VANGUARD INDEX FDS8.7K shares0.38%2026-03-312026-05-11

XOM EXXON MOBIL CORP12.6K shares0.00%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F26.8K shares-1.29%2026-03-312026-05-11

Sponsored

SLYG SPDR SER TR18.7K shares0.10%2026-03-312026-05-11

VB VANGUARD INDEX FDS6.7K shares0.19%2026-03-312026-05-11

CVX CHEVRON CORP7.6K shares0.00%2026-03-312026-05-11

AAPL APPLE INC6.1K shares-6.04%2026-03-312026-05-11

SPTS SPDR SER TR50.0K shares-1.33%2026-03-312026-05-11

VXUS VANGUARD STAR FDS18.5K shares0.08%2026-03-312026-05-11

IWF ISHARES TR3.3K shares0.00%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS18.1K shares0.10%2026-03-312026-05-11

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F29.7K shares-0.81%2026-03-312026-05-11

LRGF ISHARES TR18.9K shares-1.37%2026-03-312026-05-11

DFAT DIMENSIONAL ETF TRUST19.1K shares0.16%2026-03-312026-05-11

STLD STEEL DYNAMICS INC6.6K shares-4.85%2026-03-312026-05-11

AMZN AMAZON COM INC5.7K shares-3.45%2026-03-312026-05-11

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC5.0K shares0.00%2026-03-312026-05-11

TSLA TESLA INC3.1K shares0.16%2026-03-312026-05-11

EFA ISHARES TR11.2K shares-4.08%2026-03-312026-05-11

Sponsored

TPL TEXAS PACIFIC LAND CORPORATION2.1K shares0.00%2026-03-312026-05-11

MSFT MICROSOFT CORP2.6K shares1.16%2026-03-312026-05-11

EW EDWARDS LIFESCIENCES CORP11.6K shares0.00%2026-03-312026-05-11

IVV ISHARES TR1.4K shares0.00%2026-03-312026-05-11

IWD ISHARES TR4.2K shares0.12%2026-03-312026-05-11

GEV GE VERNOVA INC993 shares6.77%2026-03-312026-05-11

DFAX DIMENSIONAL ETF TRUST24.9K shares0.13%2026-03-312026-05-11

IEFA ISHARES TR9.1K shares0.00%2026-03-312026-05-11

Sponsored

DFAC DIMENSIONAL ETF TRUST20.9K shares0.14%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares0.00%2026-03-312026-05-11

VBIL VANGUARD INSTL INDEX FD10.5K shares48.66%2026-03-312026-05-11

WMT WALMART INC6.4K shares1.63%2026-03-312026-05-11

TFC TRUIST FINL CORP17.1K shares15.28%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.7K shares3.99%2026-03-312026-05-11

NKSH NATIONAL BANKSHARES INC VA COM21.4K shares0.00%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE2.7K shares6.19%2026-03-312026-05-11

Sponsored

DFNM DIMENSIONAL ETF TRUST16.0K sharesnew addition2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.3K shares1.60%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC4.1K shares0.00%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON2.7K shares2.97%2026-03-312026-05-11

CSX CSX CORP15.8K shares0.00%2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.6K shares0.00%2026-03-312026-05-11

SPY SPDR S&P 500 ETF TR923 shares0.11%2026-03-312026-05-11

DFAE DIMENSIONAL ETF TRUST17.5K shares18.94%2026-03-312026-05-11

Sponsored

PG PROCTER AND GAMBLE CO4.1K shares1.49%2026-03-312026-05-11

AGG ISHARES TR5.7K shares0.11%2026-03-312026-05-11

LOW LOWES COS INC2.4K shares2.09%2026-03-312026-05-11

DFSV DIMENSIONAL ETF TRUST14.4K shares14.37%2026-03-312026-05-11

GLW CORNING INC3.6K shares0.00%2026-03-312026-05-11

DFIV DIMENSIONAL ETF TRUST8.7K shares0.07%2026-03-312026-05-11

CAH CARDINAL HEALTH INC2.2K shares0.00%2026-03-312026-05-11

MCD MCDONALDS CORP1.4K shares-12.41%2026-03-312026-05-11

Sponsored

IWS ISHARES TR2.9K shares0.07%2026-03-312026-05-11

CVS CVS HEALTH CORP5.9K shares0.00%2026-03-312026-05-11

NKE NIKE INC8.0K shares0.00%2026-03-312026-05-11

DFIS DIMENSIONAL ETF TRUST12.4K shares0.06%2026-03-312026-05-11

UDR UDR INC12.4K shares0.00%2026-03-312026-05-11

IWP ISHARES TR3.2K shares0.03%2026-03-312026-05-11

IJR ISHARES TR3.2K shares40.05%2026-03-312026-05-11

IVW ISHARES TR3.5K shares-2.45%2026-03-312026-05-11

Sponsored

FNDX SCHWAB STRATEGIC TR13.9K sharesnew addition2026-03-312026-05-11

IJH ISHARES TR5.6K shares3.01%2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS4.9K shares0.97%2026-03-312026-05-11

DHR DANAHER CORPORATION2.0K shares3.50%2026-03-312026-05-11

META META PLATFORMS INC624 shares1.13%2026-03-312026-05-11

BROADCOM INC BROADCOM INC1.1K shares0.09%2026-03-312026-05-11

EEM ISHARES TR6.0K shares-2.28%2026-03-312026-05-11

VOT VANGUARD INDEX FDS1.3K shares0.23%2026-03-312026-05-11

Sponsored

IQLT ISHARES TR7.1K sharesnew addition2026-03-312026-05-11

DFAI DIMENSIONAL ETF TRUST8.1K sharesnew addition2026-03-312026-05-11

SCHZ SCHWAB STRATEGIC TR13.4K shares0.70%2026-03-312026-05-11

RTX RTX CORPORATION1.6K shares0.00%2026-03-312026-05-11

WMB WILLIAMS COS INC4.0K shares0.00%2026-03-312026-05-11

CARE CARTER BANKSHARES INC12.5K shares-2.66%2026-03-312026-05-11

UNP UNION PAC CORP1.2K shares0.00%2026-03-312026-05-11

IVE ISHARES TR1.4K shares-0.87%2026-03-312026-05-11

Sponsored

ABT ABBOTT LABS2.8K shares0.00%2026-03-312026-05-11

ABBV ABBVIE INC1.3K shares0.00%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP1.5K shares-6.08%2026-03-312026-05-11

SLV ISHARES SILVER TR4.0K shares7.68%2026-03-312026-05-11

IEMG ISHARES INC3.9K shares12.79%2026-03-312026-05-11

AOA ISHARES TR2.9K shares0.00%2026-03-312026-05-11

PFE PFIZER INC8.6K shares0.00%2026-03-312026-05-11

IWN ISHARES TR1.3K shares0.00%2026-03-312026-05-11

Sponsored

SO SOUTHERN CO2.4K shares0.00%2026-03-312026-05-11

IWV ISHARES TR611 shares0.00%2026-03-312026-05-11

MO ALTRIA GROUP INC3.4K sharesnew addition2026-03-312026-05-11

AUB ATLANTIC UN BANKSHARES CORP6.3K shares0.19%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC3.7K sharesnew addition2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS3.5K shares0.51%2026-03-312026-05-11

VGK VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-03-312026-05-11

URI UNITED RENTALS INC280 shares0.00%2026-03-312026-05-11

Sponsored

PEP PEPSICO INC1.3K sharesnew addition2026-03-312026-05-11

DFAR DIMENSIONAL ETF TRUST8.5K sharesnew addition2026-03-312026-05-11

BND

VANGUARD BD INDEX FDS

6.32%

Shares1.0M

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

0.76%

Shares307.2K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

1.74%

Shares136.3K

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

6.28%

Shares1.2M

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

1.54%

Shares789.5K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

2.57%

Shares477.4K

Event2026-03-31

Filed2026-05-11

VBR

VANGUARD INDEX FDS

0.28%

Shares101.9K

Event2026-03-31

Filed2026-05-11

VBK

VANGUARD INDEX FDS

1.19%

Shares66.8K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

-0.46%

Shares305.9K

Event2026-03-31

Filed2026-05-11

VSS

VANGUARD INTL EQUITY INDEX F

-0.87%

Shares105.7K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

1.15%

Shares157.5K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

-0.15%

Shares290.0K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

2.79%

Shares236.6K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-1.22%

Shares35.1K

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

1.96%

Shares102.2K

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD SCOTTSDALE FDS

3.77%

Shares97.4K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

15.29%

Shares64.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

3.25%

Shares10.9K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SER TR

-0.24%

Shares42.8K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-0.58%

Shares14.1K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SER TR

0.28%

Shares70.2K

Event2026-03-31

Filed2026-05-11

SCZ

ISHARES TR

-1.07%

Shares49.9K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

4.23%

Shares71.3K

Event2026-03-31

Filed2026-05-11

VXF

VANGUARD INDEX FDS

0.35%

Shares16.0K

Event2026-03-31

Filed2026-05-11

IAGG

ISHARES TR

4.31%

Shares62.0K

Event2026-03-31

Filed2026-05-11

SLYV

SPDR SER TR

1.06%

Shares31.7K

Event2026-03-31

Filed2026-05-11

VFMF

VANGUARD WELLINGTON FD

-1.60%

Shares19.3K

Event2026-03-31

Filed2026-05-11

SPAB

SPDR SER TR

2.84%

Shares105.2K

Event2026-03-31

Filed2026-05-11

NSC

NORFOLK SOUTHN CORP

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.38%

Shares8.7K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-11

VEU

VANGUARD INTL EQUITY INDEX F

-1.29%

Shares26.8K

Event2026-03-31

Filed2026-05-11

SLYG

SPDR SER TR

0.10%

Shares18.7K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.19%

Shares6.7K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORP

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-6.04%

Shares6.1K

Event2026-03-31

Filed2026-05-11

SPTS

SPDR SER TR

-1.33%

Shares50.0K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

0.08%

Shares18.5K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-11

BIV

VANGUARD BD INDEX FDS

0.10%

Shares18.1K

Event2026-03-31

Filed2026-05-11

VNQI

VANGUARD INTL EQUITY INDEX F

-0.81%

Shares29.7K

Event2026-03-31

Filed2026-05-11

LRGF

ISHARES TR

-1.37%

Shares18.9K

Event2026-03-31

Filed2026-05-11

DFAT

DIMENSIONAL ETF TRUST

0.16%

Shares19.1K

Event2026-03-31

Filed2026-05-11

STLD

STEEL DYNAMICS INC

-4.85%

Shares6.6K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-3.45%

Shares5.7K

Event2026-03-31

Filed2026-05-11

FERGUSON ENTERPRISES INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

0.16%

Shares3.1K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

-4.08%

Shares11.2K

Event2026-03-31

Filed2026-05-11

TPL

TEXAS PACIFIC LAND CORPORATION

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

1.16%

Shares2.6K

Event2026-03-31

Filed2026-05-11

EDWARDS LIFESCIENCES CORP

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

0.12%

Shares4.2K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

6.77%

Shares993

Event2026-03-31

Filed2026-05-11

DFAX

DIMENSIONAL ETF TRUST

0.13%

Shares24.9K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-11

DFAC

DIMENSIONAL ETF TRUST

0.14%

Shares20.9K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

VBIL

VANGUARD INSTL INDEX FD

48.66%

Shares10.5K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

1.63%

Shares6.4K

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP

15.28%

Shares17.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

3.99%

Shares2.7K

Event2026-03-31

Filed2026-05-11

NKSH

NATIONAL BANKSHARES INC VA COM

0.00%

Shares21.4K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

6.19%

Shares2.7K

Event2026-03-31

Filed2026-05-11

DFNM

DIMENSIONAL ETF TRUST

New

Shares16.0K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.60%

Shares2.3K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

2.97%

Shares2.7K

Event2026-03-31

Filed2026-05-11

CSX

CSX CORP

0.00%

Shares15.8K

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-11

SPY

SPDR S&P 500 ETF TR

0.11%

Shares923

Event2026-03-31

Filed2026-05-11

DFAE

DIMENSIONAL ETF TRUST

18.94%

Shares17.5K

Event2026-03-31

Filed2026-05-11

PROCTER AND GAMBLE CO

1.49%

Shares4.1K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

0.11%

Shares5.7K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

2.09%

Shares2.4K

Event2026-03-31

Filed2026-05-11

DFSV

DIMENSIONAL ETF TRUST

14.37%

Shares14.4K

Event2026-03-31

Filed2026-05-11

GLW

CORNING INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-11

DFIV

DIMENSIONAL ETF TRUST

0.07%

Shares8.7K

Event2026-03-31

Filed2026-05-11

CAH

CARDINAL HEALTH INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-12.41%

Shares1.4K

Event2026-03-31

Filed2026-05-11

IWS

ISHARES TR

0.07%

Shares2.9K

Event2026-03-31

Filed2026-05-11

CVS

CVS HEALTH CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-11

NKE

NIKE INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-11

DFIS

DIMENSIONAL ETF TRUST

0.06%

Shares12.4K

Event2026-03-31

Filed2026-05-11

UDR

UDR INC

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-11

IWP

ISHARES TR

0.03%

Shares3.2K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

40.05%

Shares3.2K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

-2.45%

Shares3.5K

Event2026-03-31

Filed2026-05-11

FNDX

SCHWAB STRATEGIC TR

New

Shares13.9K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

3.01%

Shares5.6K

Event2026-03-31

Filed2026-05-11

VCRB

VANGUARD MALVERN FDS

0.97%

Shares4.9K

Event2026-03-31

Filed2026-05-11

DHR

DANAHER CORPORATION

3.50%

Shares2.0K

Event2026-03-31

Filed2026-05-11