Fee Only Financial Planning, L.C. Portfolio Holdings

Fee Only Financial Planning, L.C.

  • $156 Billion
  • Q3 2024

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.

Portfolio value $156 Billion
ETFs: $146 Billion
Financial Services: $2.36 Billion
Consumer Defensive: $2.07 Billion
Technology: $1.54 Billion
Utilities: $1.23 Billion
Industrials: $1.05 Billion
Communication Services: $893 Million
Energy: $746 Million
Other: $356 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $156 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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