Vested Financial Planning, LLC Portfolio Holdings by Sector
Vested Financial Planning, LLC
- $112 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC VOO DFNM DFCF DUHP SPDW VTEB VXF 20 stocks |
$89.8 Million
96.31% of portfolio
|
11
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.19 Million
2.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$915,517
0.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$330,331
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|