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

Currently, Vested Financial Planning, LLC holds 27 types of securities in its portfolio with a total value $131.3M. In the most recent quarter, they have increased their positions in VTEB (+24.6K shares, valued at $1.2M), N/A (+1.7K shares, valued at $999.7K), SPDW (+12.4K shares, valued at $565.7K); decreased their positions in SUSL (-1.5K shares, valued at $167.0K), DFAX (-3.8K shares, valued at $129.9K), DFNM (-1.7K shares, valued at $81.5K).

1M P&L

+3.2M+2.69%

3M P&L

+984.3K+0.80%

HY P&L

+8.8M+7.69%

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/A111.4M

97.6%

2Consumer Electronics2.4M

2.1%

3Travel Services270.6K

0.2%

Top Industries by Stock Count

1N/A23 stocks

92.0%

2Travel Services1 stocks

4.0%

3Consumer Electronics1 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST980.9K shares-0.15%2026-03-312026-04-16

DFAX DIMENSIONAL ETF TRUST550.6K shares-0.69%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS27.7K shares6.42%2026-03-312026-04-16

DFNM DIMENSIONAL ETF TRUST202.6K shares-0.83%2026-03-312026-04-16

DFCF DIMENSIONAL ETF TRUST174.4K shares2.18%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS150.1K shares9.00%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS134.6K shares22.32%2026-03-312026-04-16

DUHP DIMENSIONAL ETF TRUST168.6K shares0.37%2026-03-312026-04-16

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VXF VANGUARD INDEX FDS19.5K shares9.36%2026-03-312026-04-16

AAPL APPLE INC9.7K shares0.00%2026-03-312026-04-16

DFGX DIMENSIONAL ETF TRUST42.0K shares4.05%2026-03-312026-04-16

SPEM SPDR INDEX SHS FDS46.8K shares9.69%2026-03-312026-04-16

IUSB ISHARES TR33.2K shares20.46%2026-03-312026-04-16

VTI VANGUARD INDEX FDS4.4K shares0.00%2026-03-312026-04-16

DFGP DIMENSIONAL ETF TRUST17.2K shares3.77%2026-03-312026-04-16

AGG ISHARES TR8.8K shares1.79%2026-03-312026-04-16

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VT VANGUARD INTL EQUITY INDEX F6.2K shares1.32%2026-03-312026-04-16

IAGG ISHARES TR17.2K shares22.31%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T1.2K shares1.16%2026-03-312026-04-16

EFA ISHARES TR6.7K shares0.91%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR1.1K shares0.00%2026-03-312026-04-16

VGT VANGUARD WORLD FD461 shares0.00%2026-03-312026-04-16

SUSL ISHARES TR2.5K shares-36.58%2026-03-312026-04-16

DFGR DIMENSIONAL ETF TRUST10.3K shares10.43%2026-03-312026-04-16

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AOA ISHARES TR3.1K shares6.46%2026-03-312026-04-16

ABNB AIRBNB INC2.1K shares0.00%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS3.4K shares0.00%2026-03-312026-04-16

DFAC

DIMENSIONAL ETF TRUST

-0.15%

Shares980.9K

Event2026-03-31

Filed2026-04-16

DFAX

DIMENSIONAL ETF TRUST

-0.69%

Shares550.6K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

6.42%

Shares27.7K

Event2026-03-31

Filed2026-04-16

DFNM

DIMENSIONAL ETF TRUST

-0.83%

Shares202.6K

Event2026-03-31

Filed2026-04-16

DFCF

DIMENSIONAL ETF TRUST

2.18%

Shares174.4K

Event2026-03-31

Filed2026-04-16

SPDW

SPDR INDEX SHS FDS

9.00%

Shares150.1K

Event2026-03-31

Filed2026-04-16

VTEB

VANGUARD MUN BD FDS

22.32%

Shares134.6K

Event2026-03-31

Filed2026-04-16

DUHP

DIMENSIONAL ETF TRUST

0.37%

Shares168.6K

Event2026-03-31

Filed2026-04-16

VXF

VANGUARD INDEX FDS

9.36%

Shares19.5K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-16

DFGX

DIMENSIONAL ETF TRUST

4.05%

Shares42.0K

Event2026-03-31

Filed2026-04-16

SPEM

SPDR INDEX SHS FDS

9.69%

Shares46.8K

Event2026-03-31

Filed2026-04-16

IUSB

ISHARES TR

20.46%

Shares33.2K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-16

DFGP

DIMENSIONAL ETF TRUST

3.77%

Shares17.2K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

1.79%

Shares8.8K

Event2026-03-31

Filed2026-04-16

VANGUARD INTL EQUITY INDEX F

1.32%

Shares6.2K

Event2026-03-31

Filed2026-04-16

IAGG

ISHARES TR

22.31%

Shares17.2K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

1.16%

Shares1.2K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

0.91%

Shares6.7K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

0.00%

Shares461

Event2026-03-31

Filed2026-04-16

SUSL

ISHARES TR

-36.58%

Shares2.5K

Event2026-03-31

Filed2026-04-16

DFGR

DIMENSIONAL ETF TRUST

10.43%

Shares10.3K

Event2026-03-31

Filed2026-04-16

AOA

ISHARES TR

6.46%

Shares3.1K

Event2026-03-31

Filed2026-04-16

ABNB

AIRBNB INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available