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The Analysis of Vested Financial Planning, LLC's Holdings & P&L

Currently, Vested Financial Planning, LLC holds 29 types of securities in its portfolio with a total value $148.9M. In the most recent quarter, they have increased their positions in DFNM (+42.5K shares, valued at $2.1M), VTEB (+33.9K shares, valued at $1.7M), MUST (+25.9K shares, valued at $538.9K); decreased their positions in DFAX (-23.1K shares, valued at $850.8K), DFAC (-15.4K shares, valued at $681.9K), AAPL (-225 shares, valued at $65.1K); initiated new positions in MUST (+25.9K shares, valued at $538.9K), AOR (+5.8K shares, valued at $406.6K), IWM (+744 shares, valued at $223.5K).

1M P&L

+3.7M+2.57%

3M P&L

+1.9M+1.33%

HY P&L

+6.3M+4.44%

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/A142.7M

98.1%

2Consumer Electronics2.7M

1.9%

Top Industries by Stock Count

1N/A25 stocks

96.2%

2Consumer Electronics1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST965.5K shares-1.57%2026-06-302026-08-05

DFAX DIMENSIONAL ETF TRUST527.5K shares-4.19%2026-06-302026-08-05

VOO VANGUARD INDEX FDS28.1K shares1.51%2026-06-302026-08-05

DFNM DIMENSIONAL ETF TRUST245.1K shares20.95%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS168.5K shares25.16%2026-06-302026-08-05

SPDW SPDR INDEX SHS FDS151.1K shares0.66%2026-06-302026-08-05

DFCF DIMENSIONAL ETF TRUST177.8K shares1.99%2026-06-302026-08-05

DUHP DIMENSIONAL ETF TRUST176.0K shares4.36%2026-06-302026-08-05

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VXF VANGUARD INDEX FDS19.7K shares1.20%2026-06-302026-08-05

AAPL APPLE INC9.4K shares-2.33%2026-06-302026-08-05

SPEM SPDR INDEX SHS FDS48.4K shares3.32%2026-06-302026-08-05

DFGX DIMENSIONAL ETF TRUST42.6K shares1.53%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares-0.41%2026-06-302026-08-05

IUSB ISHARES TR34.2K shares3.02%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F6.3K shares0.77%2026-06-302026-08-05

DFGP DIMENSIONAL ETF TRUST17.4K shares1.30%2026-06-302026-08-05

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STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares0.98%2026-06-302026-08-05

IAGG ISHARES TR17.6K shares2.72%2026-06-302026-08-05

ISHARES TR ISHARES TR9.0K shares2.00%2026-06-302026-08-05

QQQ INVESCO QQQ TR1.1K shares0.00%2026-06-302026-08-05

EFA ISHARES TR6.8K shares2.33%2026-06-302026-08-05

MUST COLUMBIA ETF TR I25.9K sharesnew addition2026-06-302026-08-05

VGT VANGUARD WORLD FD3.7K shares700.00%2026-06-302026-08-05

AOR ISHARES TR5.8K sharesnew addition2026-06-302026-08-05

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SUSL ISHARES TR2.5K shares0.00%2026-06-302026-08-05

AOA ISHARES TR3.1K shares0.19%2026-06-302026-08-05

DFGR DIMENSIONAL ETF TRUST10.1K shares-2.15%2026-06-302026-08-05

IWM ISHARES TR744 sharesnew addition2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS3.0K shares-11.15%2026-06-302026-08-05

DFAC

DIMENSIONAL ETF TRUST

-1.57%

Shares965.5K

Event2026-06-30

Filed2026-08-05

DFAX

DIMENSIONAL ETF TRUST

-4.19%

Shares527.5K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

1.51%

Shares28.1K

Event2026-06-30

Filed2026-08-05

DFNM

DIMENSIONAL ETF TRUST

20.95%

Shares245.1K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

25.16%

Shares168.5K

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

0.66%

Shares151.1K

Event2026-06-30

Filed2026-08-05

DFCF

DIMENSIONAL ETF TRUST

1.99%

Shares177.8K

Event2026-06-30

Filed2026-08-05

DUHP

DIMENSIONAL ETF TRUST

4.36%

Shares176.0K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

1.20%

Shares19.7K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-2.33%

Shares9.4K

Event2026-06-30

Filed2026-08-05

SPEM

SPDR INDEX SHS FDS

3.32%

Shares48.4K

Event2026-06-30

Filed2026-08-05

DFGX

DIMENSIONAL ETF TRUST

1.53%

Shares42.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-0.41%

Shares4.4K

Event2026-06-30

Filed2026-08-05

IUSB

ISHARES TR

3.02%

Shares34.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

0.77%

Shares6.3K

Event2026-06-30

Filed2026-08-05

DFGP

DIMENSIONAL ETF TRUST

1.30%

Shares17.4K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

0.98%

Shares1.2K

Event2026-06-30

Filed2026-08-05

IAGG

ISHARES TR

2.72%

Shares17.6K

Event2026-06-30

Filed2026-08-05

ISHARES TR

2.00%

Shares9.0K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

2.33%

Shares6.8K

Event2026-06-30

Filed2026-08-05

MUST

COLUMBIA ETF TR I

New

Shares25.9K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

700.00%

Shares3.7K

Event2026-06-30

Filed2026-08-05

AOR

ISHARES TR

New

Shares5.8K

Event2026-06-30

Filed2026-08-05

SUSL

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

AOA

ISHARES TR

0.19%

Shares3.1K

Event2026-06-30

Filed2026-08-05

DFGR

DIMENSIONAL ETF TRUST

-2.15%

Shares10.1K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

New

Shares744

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-11.15%

Shares3.0K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available