Partners In Financial Planning Incresed Positions in Q2 2025

Partners In Financial Planning

  • $542 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
72.9K
+ 34.06%
$32.66 - $40.75 $2.38M - $2.97M
287K $11.6B
BNDX
Vanguard Total International B

ETFs
48.3K
+ 4.97%
$48.77 - $49.55 $2.36M - $2.39M
1.02M $50.5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
34.6K
+ 3.99%
$72.02 - $73.82 $2.49M - $2.55M
900K $66.3B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
709
+ 0.67%
$104.23 - $134.39 $73.9K - $95.3K
107K $14.4B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.39K
+ 2.13%
$219.76 - $276.94 $305K - $385K
66.6K $18.4B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
30.6K
+ 64.78%
$45.11 - $52.34 $1.38M - $1.6M
77.8K $4.07B
SPYG
Spdr Portfolio

ETFs
11.5K
+ 36.18%
$71.83 - $95.32 $825K - $1.1M
43.2K $4.12B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16.7K
+ 3.87%
$77.74 - $78.78 $1.3M - $1.32M
449K $35.3B
VBR
Vanguard Small Cap Value ETF

ETFs
2.19K
+ 2.22%
$162.76 - $195.77 $356K - $428K
101K $19.6B
VTI
Vanguard Total Stock Market Et

ETFs
34
+ 0.09%
$243.75 - $303.93 $8.29K - $10.3K
36.2K $11B
SUB
Ishares Short Term National Mu

ETFs
7.18K
+ 8.52%
$104.77 - $106.34 $752K - $763K
91.5K $9.72B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
7.68K
+ 71.06%
$72.61 - $88.75 $557K - $681K
18.5K $1.64B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.72K
+ 5.64%
$57.14 - $72.68 $156K - $198K
51K $3.71B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.1K
+ 22.11%
$24.98 - $25.66 $452K - $464K
100K $2.56B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.25K
+ 8.18%
$34.72 - $42.74 $182K - $224K
69.4K $2.96B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.06K
+ 19.42%
$67.03 - $80.35 $339K - $407K
31.1K $2.48B
VXF
Vanguard Extended Market ETF

ETFs
21
+ 0.13%
$150.43 - $192.71 $3.16K - $4.05K
16.2K $3.12B
NSC
Norfolk Southern Corp

Industrials
431
+ 5.13%
$206.34 - $257.46 $88.9K - $111K
8.83K $2.26B
VEU
Vanguard Ftse All World Ex Us

ETFs
218
+ 0.76%
$54.19 - $67.22 $11.8K - $14.7K
29K $1.95B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
326
+ 1.73%
$55.54 - $69.09 $18.1K - $22.5K
19.2K $1.32B
VCIT
Vanguard Intermediate Term Cor

ETFs
57
+ 0.07%
$79.56 - $82.92 $4.53K - $4.73K
80.4K $6.66B
DFAX
Dimensional ETF Tr
251
+ 0.93%
$23.37 - $29.39 $5.87K - $7.38K
27.2K $798M
EFA
Ishares Tr Msci Eafe ETF

ETFs
34
+ 0.31%
$72.96 - $90.39 $2.48K - $3.07K
11.1K $989M
IEFA
Ishares Tr

ETFs
116
+ 1.32%
$67.83 - $84.09 $7.87K - $9.75K
8.89K $742M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
316
+ 1.53%
$29.12 - $35.84 $9.2K - $11.3K
21K $753M
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.06%
$82.96 - $110.1 $166 - $220
3.59K $396M
COF
Capital One Financial Corp

Financial Services
34
+ 2.25%
$150.57 - $212.76 $5.12K - $7.23K
1.55K $329M
GOOGL
Alphabet Inc.

Communication Services
16
+ 0.66%
$144.7 - $178.6 $2.32K - $2.86K
2.45K $432M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.22%
$496.48 - $617.85 $993 - $1.24K
919 $568M
DFAT
Dimensional ETF Tr U S Target

ETFs
23
+ 0.12%
$44.8 - $53.97 $1.03K - $1.24K
19K $1.03B
NKSH
National Bankshares Inc

Financial Services
1.43K
+ 9.81%
$24.0 - $27.88 $34.3K - $39.9K
16K $435M
DFIV
Dimensional ETF Tr

ETFs
80
+ 0.85%
$34.67 - $43.21 $2.77K - $3.46K
9.54K $409M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.02%
$166.82 - $194.23 $167 - $194
4.15K $806M
EEM
Ishares Msci Emerging Markets

ETFs
6
+ 0.11%
$38.52 - $48.28 $231 - $290
5.35K $258M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
133
+ 0.75%
$75.05 - $77.34 $9.98K - $10.3K
17.9K $1.39B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7
+ 0.13%
$51.16 - $62.02 $358 - $434
5.44K $337M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.03%
$110.58 - $132.14 $111 - $132
2.91K $385M
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.29%
$168.34 - $195.42 $673 - $782
1.37K $267M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
132
+ 1.03%
$22.68 - $23.28 $2.99K - $3.07K
13K $302M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15
+ 0.27%
$96.84 - $99.46 $1.45K - $1.49K
5.67K $563M
VNQ
Vanguard Specialized Funds Van

ETFs
2.27K
+ 1.5%
$79.79 - $91.42 $181K - $207K
153K $13.7B
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.04%
$210.83 - $235.28 $211 - $235
2.35K $521M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.15%
$157.66 - $172.39 $946 - $1.03K
4.02K $641M
AAPL
Apple Inc.

Technology
1
+ 0.02%
$172.42 - $223.89 $172 - $224
6.53K $1.34B
Activity Summary
Buys All Purchases 53 New Holdings 8 Increased Positions 45 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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