Vested Financial Planning, LLC
CIK: 0002044679SEC EDGAR →
Portfolio Value
$129.9M
Holdings
30
As of
Q4 2025
New Positions
30
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 982,386 | $38.9M | 29.95% |
| 2 | DIMENSIONAL ETF TRUST | 554,379 | $18.1M | 13.97% |
| 3 | VANGUARD INDEX FDS | 26,051 | $16.3M | 12.58% |
| 4 | DIMENSIONAL ETF TRUST | 204,324 | $9.8M | 7.58% |
| 5 | DIMENSIONAL ETF TRUST | 170,638 | $7.3M | 5.59% |
| 6 | DIMENSIONAL ETF TRUST | 168,014 | $6.4M | 4.92% |
| 7 | SPDR INDEX SHS FDS | 137,745 | $6.1M | 4.71% |
| 8 | VANGUARD MUN BD FDS | 110,055 | $5.5M | 4.26% |
| 9 | VANGUARD INDEX FDS | 17,820 | $3.7M | 2.87% |
| 10 | APPLE INC | 9,652 | $2.6M | 2.02% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (30)
$38.9M · 982K shares
$18.1M · 554K shares
$16.3M · 26K shares
$9.8M · 204K shares
$7.3M · 171K shares
$6.4M · 168K shares
$6.1M · 138K shares
$5.5M · 110K shares
$3.7M · 18K shares
$2.6M · 10K shares
$2.1M · 40K shares
$2.0M · 43K shares
$1.5M · 4K shares
$1.3M · 28K shares
$894K · 17K shares
$867K · 6K shares
$864K · 9K shares
$824K · 1K shares
$701K · 14K shares
$645K · 1K shares
$632K · 7K shares
$487K · 4K shares
$361K · 4K shares
$347K · 461 shares
$290K · 2K shares
$260K · 3K shares
$259K · 3K shares
$247K · 9K shares
$210K · 3K shares
$210K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $125.9M | 97.0% |
| Technology | 2 | $3.0M | 2.3% |
| Unknown | 1 | $645K | 0.5% |
| Consumer Cyclical | 1 | $290K | 0.2% |