Fee Only Financial Planning, L.C. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $156 Billion distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $44.2B, Vanguard Value ETF with a value of $30.9B, Vanguard Mid Cap ETF with a value of $13.9B, Vanguard Small Cap Value ETF with a value of $11.1B, and Vanguard Small Cap ETF with a value of $10.4B.
Examining the 13F form we can see an increase of $7.55B in the current position value, from $149B to 156B.
Fee Only Financial Planning, L.C. is based out at Okatie, SC
Below you can find more details about Fee Only Financial Planning, L.C. portfolio as well as his latest detailed transactions.