Partners In Financial Planning New Holdings in Q4 2024

Partners In Financial Planning

  • $490 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
854K
New
$71.75 - $75.11 $61.3M - $64.1M
854K $61.4B
VUG
Vanguard Growth ETF

ETFs
144K
New
$378.79 - $428.11 $54.4M - $61.5M
144K $58.9B
VTV
Vanguard Value ETF

ETFs
295K
New
$168.32 - $181.87 $49.6M - $53.6M
295K $49.9B
BNDX
Vanguard Total International B

ETFs
940K
New
$48.91 - $50.61 $46M - $47.6M
940K $46.1B
VEA
Vanguard Ftse Developed Market

ETFs
764K
New
$47.57 - $52.44 $36.4M - $40.1M
764K $36.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
420K
New
$77.02 - $78.58 $32.4M - $33M
420K $32.5B
VBR
Vanguard Small Cap Value ETF

ETFs
93.7K
New
$197.36 - $217.3 $18.5M - $20.4M
93.7K $18.6B
VBK
Vanguard Small Cap Growth ETF

ETFs
63.2K
New
$264.18 - $304.19 $16.7M - $19.2M
63.2K $17.7B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
299K
New
$44.04 - $49.49 $13.2M - $14.8M
299K $13.2B
VNQ
Vanguard Specialized Funds Van

ETFs
148K
New
$87.85 - $98.6 $13M - $14.6M
148K $13.2B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
209K
New
$49.79 - $51.14 $10.4M - $10.7M
209K $10.5B
VTI
Vanguard Total Stock Market Et

ETFs
36K
New
$280.04 - $302.45 $10.1M - $10.9M
36K $10.4B
SUB
Ishares Short Term National Mu

ETFs
85K
New
$104.94 - $106.2 $8.92M - $9.02M
85K $8.96B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
215K
New
$34.13 - $37.35 $7.35M - $8.04M
215K $7.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.6K
New
$521.84 - $558.82 $5.54M - $5.93M
10.6K $5.72B
VCIT
Vanguard Intermediate Term Cor

ETFs
68.1K
New
$80.13 - $83.77 $5.45M - $5.7M
68.1K $5.46B
MUB
Ishares National Muni Bond ETF

ETFs
35.5K
New
$105.78 - $108.7 $3.76M - $3.86M
35.5K $3.78B
VO
Vanguard Mid Cap ETF

ETFs
14.3K
New
$261.5 - $284.63 $3.73M - $4.06M
14.3K $3.77B
VXF
Vanguard Extended Market ETF

ETFs
16.8K
New
$179.17 - $207.15 $3.02M - $3.49M
16.8K $3.2B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
48.3K
New
$60.13 - $67.31 $2.9M - $3.25M
48.3K $2.93B
SPYG
Spdr Portfolio

ETFs
32.6K
New
$81.74 - $91.38 $2.66M - $2.98M
32.6K $2.86B
VFMF
Vanguard Wellington Fd Us Mult

ETFs
20.9K
New
$128.97 - $141.41 $2.7M - $2.96M
20.9K $2.73B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
53.6K
New
$49.87 - $52.46 $2.67M - $2.81M
53.6K $2.67B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
64.1K
New
$38.37 - $42.82 $2.46M - $2.75M
64.1K $2.46B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
47.1K
New
$51.09 - $55.27 $2.41M - $2.6M
47.1K $2.41B
VV
Vanguard Large Cap ETF

ETFs
8.85K
New
$260.27 - $280.65 $2.3M - $2.48M
8.85K $2.39B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
93.3K
New
$24.94 - $26.14 $2.33M - $2.44M
93.3K $2.33B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
25.5K
New
$84.34 - $95.14 $2.15M - $2.43M
25.5K $2.23B
NSC
Norfolk Southern Corp

Industrials
8.4K
New
$230.6 - $277.0 $1.94M - $2.33M
8.4K $1.97B
VEU
Vanguard Ftse All World Ex Us

ETFs
29.3K
New
$57.29 - $63.1 $1.68M - $1.85M
29.3K $1.68B
VB
Vanguard Small Cap ETF

ETFs
6.97K
New
$233.76 - $261.58 $1.63M - $1.82M
6.97K $1.67B
AAPL
Apple Inc.

Technology
6.53K
New
$221.69 - $259.02 $1.45M - $1.69M
6.53K $1.63B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.84K
New
$370.24 - $418.94 $1.42M - $1.61M
3.84K $1.54B
SPTS
Spdr Portfolio Short Term Trea

ETFs
50.9K
New
$28.88 - $29.33 $1.47M - $1.49M
50.9K $1.48B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.8K
New
$74.5 - $78.37 $1.4M - $1.47M
18.8K $1.4B
XOM
Exxon Mobil Corp

Energy
12.6K
New
$105.51 - $125.37 $1.32M - $1.57M
12.6K $1.35B
AMZN
Amazon Com Inc

Consumer Cyclical
6.13K
New
$180.88 - $232.93 $1.11M - $1.43M
6.13K $1.35B
VNQI
Vanguard Global Ex U.S. Real

ETFs
31.3K
New
$39.22 - $47.52 $1.23M - $1.49M
31.3K $1.24B
LRGF
Ishares Tr

ETFs
20.5K
New
$58.25 - $63.26 $1.19M - $1.3M
20.5K $1.24B
Ferguson Enterprises Inc
6.57K
New
N/A
6.57K $1.14B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18.6K
New
$58.88 - $64.8 $1.1M - $1.21M
18.6K $1.1B
DFAT
Dimensional ETF Tr U S Target

ETFs
19K
New
$54.54 - $61.04 $1.03M - $1.16M
19K $1.06B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
10.9K
New
$89.9 - $100.66 $979K - $1.1M
10.9K $984M
MSFT
Microsoft Corp

Technology
2.22K
New
$406.35 - $454.46 $902K - $1.01M
2.22K $935M
EW
Edwards Lifesciences Corp

Healthcare
11.6K
New
$64.54 - $75.92 $748K - $879K
11.6K $858M
STLD
Steel Dynamics Inc

Basic Materials
7.5K
New
N/A
7.5K $856M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.2K
New
$75.1 - $82.99 $839K - $927K
11.2K $844M
IVV
Ishares Core S&P 500 ETF

ETFs
1.42K
New
$570.51 - $610.59 $808K - $865K
1.42K $833M
TPL
Texas Pacific Land Corp

Energy
714
New
$915.49 - $1730.0 $654K - $1.24M
714 $790M
Activity Summary
Buys All Purchases 107 New Holdings 107 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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