The Analysis of Wrenne Financial Planning LLC's Holdings

Currently, Wrenne Financial Planning LLC holds 50 types of securities in its portfolio with a total value $233.9M. In the most recent quarter, they have increased their positions in VNQ (+15.7K shares, valued at $1.4M), MUB (+8.3K shares, valued at $883.7K), VEU (+9.2K shares, valued at $653.3K); decreased their positions in VTIP (-12.1K shares, valued at $610.2K), VBK (-641 shares, valued at $190.8K), SPYV (-2.5K shares, valued at $136.7K); initiated new positions in CAT (+484 shares, valued at $231.3K), ABBV (+930 shares, valued at $215.4K), XOM (+1.8K shares, valued at $203.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS151.6K shares0.54%2025-09-302025-11-10

VEU VANGUARD INTL EQUITY INDEX F519.3K shares1.79%2025-09-302025-11-10

VNQ VANGUARD INDEX FDS183.7K shares9.35%2025-09-302025-11-10

SLYV SPDR SERIES TRUST187.5K shares3.43%2025-09-302025-11-10

BND VANGUARD BD INDEX FDS190.3K shares2.94%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F224.8K shares2.32%2025-09-302025-11-10

VXUS VANGUARD STAR FDS159.1K shares1.96%2025-09-302025-11-10

SPDW SPDR INDEX SHS FDS227.2K shares5.31%2025-09-302025-11-10

Sponsored

SCHB SCHWAB STRATEGIC TR375.6K shares3.18%2025-09-302025-11-10

VBR VANGUARD INDEX FDS43.2K shares-1.00%2025-09-302025-11-10

MUB ISHARES TR58.9K shares16.40%2025-09-302025-11-10

SPEM SPDR INDEX SHS FDS114.0K shares-0.30%2025-09-302025-11-10

VTEB VANGUARD MUN BD FDS92.8K shares0.76%2025-09-302025-11-10

AAPL APPLE INC16.1K shares-0.53%2025-09-302025-11-10

SPYG SPDR SERIES TRUST29.2K shares-0.01%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR122.3K shares3.27%2025-09-302025-11-10

Sponsored

SPYV SPDR SERIES TRUST44.1K shares-5.31%2025-09-302025-11-10

VBIL VANGUARD INSTL INDEX FD26.6K shares0.00%2025-09-302025-11-10

SPTM SPDR SERIES TRUST24.4K shares-1.65%2025-09-302025-11-10

SCHH SCHWAB STRATEGIC TR72.2K shares7.10%2025-09-302025-11-10

MSFT MICROSOFT CORP2.4K shares0.00%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS17.5K shares0.00%2025-09-302025-11-10

VBK VANGUARD INDEX FDS3.3K shares-16.13%2025-09-302025-11-10

SPAB SPDR SERIES TRUST36.7K shares22.88%2025-09-302025-11-10

Sponsored

VTWV VANGUARD SCOTTSDALE FDS6.0K shares-0.94%2025-09-302025-11-10

AVGO BROADCOM INC1.8K shares0.00%2025-09-302025-11-10

USRT ISHARES TR9.6K shares24.30%2025-09-302025-11-10

QQQ INVESCO QQQ TR912 shares0.00%2025-09-302025-11-10

GOOG ALPHABET INC1.9K shares0.00%2025-09-302025-11-10

VOO VANGUARD INDEX FDS710 shares1.28%2025-09-302025-11-10

SCHA SCHWAB STRATEGIC TR13.5K shares-0.85%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.1.2K shares0.00%2025-09-302025-11-10

Sponsored

AJG GALLAGHER ARTHUR J & CO1.2K shares-1.11%2025-09-302025-11-10

VTV VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR447 shares4.20%2025-09-302025-11-10

AMZN AMAZON COM INC1.4K shares-1.46%2025-09-302025-11-10

SLYG SPDR SERIES TRUST3.0K shares0.00%2025-09-302025-11-10

IEMG ISHARES INC4.2K shares-8.32%2025-09-302025-11-10

ITOT ISHARES TR1.6K shares0.00%2025-09-302025-11-10

Sponsored

ARES ARES MANAGEMENT CORPORATION1.4K shares0.00%2025-09-302025-11-10

CAT CATERPILLAR INC484 sharesnew addition2025-09-302025-11-10

DGRO ISHARES TR3.3K shares0.00%2025-09-302025-11-10

ABBV ABBVIE INC930 sharesnew addition2025-09-302025-11-10

DES WISDOMTREE TR6.3K shares-2.43%2025-09-302025-11-10

V VISA INC617 shares0.00%2025-09-302025-11-10

SDY SPDR SERIES TRUST1.5K shares0.00%2025-09-302025-11-10

XOM EXXON MOBIL CORP1.8K sharesnew addition2025-09-302025-11-10

Sponsored

VTIP VANGUARD MALVERN FDS4.0K shares-75.11%2025-09-302025-11-10

IVW ISHARES TR1.7K sharesnew addition2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available