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

Currently, Wrenne Financial Planning LLC holds 49 types of securities in its portfolio with a total value $255.0M. In the most recent quarter, they have increased their positions in VTI (+12.3K shares, valued at $3.9M), VEU (+20.1K shares, valued at $1.5M), SCHB (+47.8K shares, valued at $1.2M); decreased their positions in MSFT (-111 shares, valued at $41.1K), VEA (-578 shares, valued at $37.0K), SPTM (-269 shares, valued at $21.3K); initiated new positions in SPYM (+3.4K shares, valued at $261.7K).

1M P&L

+7.7M+2.96%

3M P&L

+8.2M+3.19%

HY P&L

+26.9M+11.21%

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/A236.2M

97.0%

2Consumer Electronics4.1M

1.7%

3Software - Infrastructure1.1M

0.5%

Top Industries by Stock Count

1N/A37 stocks

78.7%

2Drug Manufacturers - General1 stocks

2.1%

3Internet Retail1 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS169.2K shares7.85%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F565.9K shares3.69%2026-03-312026-05-15

SLYV SPDR SERIES TRUST203.0K shares3.37%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS208.1K shares4.18%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS204.6K shares4.66%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F249.2K shares4.20%2026-03-312026-05-15

VXUS VANGUARD STAR FDS162.6K shares1.73%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR435.4K shares12.32%2026-03-312026-05-15

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SPDW SPDR INDEX SHS FDS230.9K shares2.22%2026-03-312026-05-15

VBR VANGUARD INDEX FDS44.8K shares2.00%2026-03-312026-05-15

MUB ISHARES TR77.2K shares7.32%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS117.5K shares3.48%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS84.5K shares-0.06%2026-03-312026-05-15

AAPL APPLE INC15.2K shares0.35%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR112.8K shares0.36%2026-03-312026-05-15

SPYG SPDR SERIES TRUST28.4K shares-0.47%2026-03-312026-05-15

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SPYV SPDR SERIES TRUST42.3K shares-0.58%2026-03-312026-05-15

SCHH SCHWAB STRATEGIC TR96.7K shares4.80%2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD26.3K shares0.00%2026-03-312026-05-15

SPTM SPDR SERIES TRUST19.8K shares-1.34%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS16.4K shares-3.41%2026-03-312026-05-15

VTWV VANGUARD SCOTTSDALE FDS6.0K shares-0.27%2026-03-312026-05-15

VBK VANGUARD INDEX FDS3.3K shares-0.58%2026-03-312026-05-15

SPAB SPDR SERIES TRUST38.7K shares6.59%2026-03-312026-05-15

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MSFT MICROSOFT CORP2.3K shares-4.67%2026-03-312026-05-15

USRT ISHARES TR10.3K shares1.26%2026-03-312026-05-15

BROADCOM INC BROADCOM INC1.8K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.9K shares0.05%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR920 shares-1.18%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS861 shares26.99%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR12.3K shares-0.32%2026-03-312026-05-15

CAT CATERPILLAR INC485 shares0.21%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO1.1K shares-2.85%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2026-03-312026-05-15

VTV VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T482 shares4.33%2026-03-312026-05-15

XOM EXXON MOBIL CORP1.8K shares0.06%2026-03-312026-05-15

IEMG ISHARES INC4.3K shares0.00%2026-03-312026-05-15

SLYG SPDR SERIES TRUST3.0K shares0.03%2026-03-312026-05-15

AMZN AMAZON COM INC1.4K shares0.07%2026-03-312026-05-15

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VTIP VANGUARD MALVERN FDS5.6K shares8.11%2026-03-312026-05-15

SPYM SPDR SERIES TRUST3.4K sharesnew addition2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO1.2K shares0.00%2026-03-312026-05-15

ITOT ISHARES TR1.7K shares-2.63%2026-03-312026-05-15

DGRO ISHARES TR3.4K shares0.00%2026-03-312026-05-15

DES WISDOMTREE TR6.3K shares0.02%2026-03-312026-05-15

SDY SPDR SERIES TRUST1.5K shares0.00%2026-03-312026-05-15

NOBL PROSHARES TR1.9K shares0.00%2026-03-312026-05-15

Sponsored

ABBV ABBVIE INC930 shares0.00%2026-03-312026-05-15

VTI

VANGUARD INDEX FDS

7.85%

Shares169.2K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

3.69%

Shares565.9K

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

3.37%

Shares203.0K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

4.18%

Shares208.1K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

4.66%

Shares204.6K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

4.20%

Shares249.2K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

1.73%

Shares162.6K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

12.32%

Shares435.4K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

2.22%

Shares230.9K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

2.00%

Shares44.8K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

7.32%

Shares77.2K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

3.48%

Shares117.5K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

-0.06%

Shares84.5K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.35%

Shares15.2K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

0.36%

Shares112.8K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

-0.47%

Shares28.4K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

-0.58%

Shares42.3K

Event2026-03-31

Filed2026-05-15

SCHH

SCHWAB STRATEGIC TR

4.80%

Shares96.7K

Event2026-03-31

Filed2026-05-15

VBIL

VANGUARD INSTL INDEX FD

0.00%

Shares26.3K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-1.34%

Shares19.8K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-3.41%

Shares16.4K

Event2026-03-31

Filed2026-05-15

VTWV

VANGUARD SCOTTSDALE FDS

-0.27%

Shares6.0K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

-0.58%

Shares3.3K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

6.59%

Shares38.7K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-4.67%

Shares2.3K

Event2026-03-31

Filed2026-05-15

USRT

ISHARES TR

1.26%

Shares10.3K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-1.18%

Shares920

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

26.99%

Shares861

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-0.32%

Shares12.3K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.21%

Shares485

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-2.85%

Shares1.1K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

4.33%

Shares482

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

0.06%

Shares1.8K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

SLYG

SPDR SERIES TRUST

0.03%

Shares3.0K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

8.11%

Shares5.6K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-2.63%

Shares1.7K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

DES

WISDOMTREE TR

0.02%

Shares6.3K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

NOBL

PROSHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.00%

Shares930

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available