The Analysis of Vested Financial Planning, LLC's Holdings
Currently, Vested Financial Planning, LLC holds 30 types of securities in its portfolio with a total value $123.3M. In the most recent quarter, they have increased their positions in DFAC (+18.4K shares, valued at $709.4K), DFCF (+13.6K shares, valued at $583.2K), RBLX (+3.5K shares, valued at $481.5K); decreased their positions in AAPL (-1.0K shares, valued at $254.6K), VOO (-139 shares, valued at $85.1K), ABNB (-644 shares, valued at $78.2K); initiated new positions in RBLX (+3.5K shares, valued at $481.5K), VEA (+3.4K shares, valued at $202.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST975.9K shares1.92%2025-09-302025-10-29
DFAX DIMENSIONAL ETF TRUST553.6K shares1.37%2025-09-302025-10-29 VOO VANGUARD INDEX FDS24.6K shares-0.56%2025-09-302025-10-29 DFNM DIMENSIONAL ETF TRUST193.5K shares4.18%2025-09-302025-10-29 DFCF DIMENSIONAL ETF TRUST163.5K shares9.10%2025-09-302025-10-29 DUHP DIMENSIONAL ETF TRUST169.7K shares1.72%2025-09-302025-10-29 SPDW SPDR INDEX SHS FDS129.2K shares0.75%2025-09-302025-10-29 VTEB VANGUARD MUN BD FDS102.3K shares-1.05%2025-09-302025-10-29 VXF VANGUARD INDEX FDS16.7K shares-1.51%2025-09-302025-10-29 AAPL APPLE INC9.7K shares-9.35%2025-09-302025-10-29 DFGX DIMENSIONAL ETF TRUST38.8K shares7.46%2025-09-302025-10-29 SPEM SPDR INDEX SHS FDS40.0K shares0.05%2025-09-302025-10-29 VTI VANGUARD INDEX FDS3.8K shares26.63%2025-09-302025-10-29 IUSB ISHARES TR19.3K shares11.91%2025-09-302025-10-29 DFGP DIMENSIONAL ETF TRUST15.7K shares7.33%2025-09-302025-10-29 AGG ISHARES TR8.3K shares29.97%2025-09-302025-10-29 VT VANGUARD INTL EQUITY INDEX F6.1K shares107.12%2025-09-302025-10-29 SPY SPDR S&P 500 ETF TR1.2K shares20.92%2025-09-302025-10-29 QQQ INVESCO QQQ TR1.1K shares0.00%2025-09-302025-10-29 EFA ISHARES TR6.3K shares25.31%2025-09-302025-10-29 IAGG ISHARES TR9.9K shares12.14%2025-09-302025-10-29 RBLX ROBLOX CORP3.5K sharesnew addition2025-09-302025-10-29 SUSL ISHARES TR4.0K shares2.01%2025-09-302025-10-29 VGT VANGUARD WORLD FD461 shares0.00%2025-09-302025-10-29 DFGR DIMENSIONAL ETF TRUST9.9K shares16.93%2025-09-302025-10-29 AOA ISHARES TR2.9K shares14.96%2025-09-302025-10-29 ESGD ISHARES TR2.7K shares2.06%2025-09-302025-10-29 ABNB AIRBNB INC1.9K shares-25.80%2025-09-302025-10-29 JMSI J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2025-09-302025-10-29 VEA VANGUARD TAX-MANAGED FDS3.4K sharesnew addition2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available