Partners In Financial Planning Reduced Holdings in Q1 2025

Partners In Financial Planning

  • $498 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
-686
- 4.08%
$170.36 - $201.04 $117K - $138K
16.1K $2.78B
SPYG
Spdr Portfolio

ETFs
-804
- 2.47%
$80.05 - $92.39 $64.4K - $74.3K
31.8K $2.55B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-11.4K
- 12.2%
$24.73 - $25.62 $281K - $292K
81.9K $2.09B
NKE
Nike, Inc.

Consumer Cyclical
-895
- 10.09%
$63.29 - $81.72 $56.6K - $73.1K
7.98K $506M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-284
- 1.36%
$122.86 - $137.9 $34.9K - $39.2K
20.6K $2.6B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-85
- 0.78%
$80.73 - $94.96 $6.86K - $8.07K
10.8K $897M
LRGF
Ishares Tr

ETFs
-463
- 2.26%
$56.95 - $63.95 $26.4K - $29.6K
20K $1.16B
SUB
Ishares Short Term National Mu

ETFs
-689
- 0.81%
$105.3 - $106.24 $72.6K - $73.2K
84.3K $8.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
-250
- 6.51%
$92.45 - $106.69 $23.1K - $26.7K
3.59K $333M
DHR
Danaher Corp

Healthcare
-11
- 0.58%
$201.62 - $250.59 $2.22K - $2.76K
1.88K $384M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9
- 0.32%
$102.49 - $119.96 $922 - $1.08K
2.84K $297M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.54%
$551.42 - $612.93 $2.76K - $3.06K
917 $513M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.02K
- 2.0%
$28.92 - $29.24 $29.4K - $29.7K
49.9K $1.46B
PFE
Pfizer Inc

Healthcare
-231
- 2.61%
$25.01 - $27.13 $5.78K - $6.27K
8.6K $218M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-896
- 2.86%
$38.22 - $41.19 $34.2K - $36.9K
30.4K $1.23B
IVE
Ishares S&P 500 Value ETF

ETFs
-31
- 2.22%
$185.78 - $198.58 $5.76K - $6.16K
1.37K $260M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-428
- 3.22%
$22.46 - $23.26 $9.61K - $9.96K
12.9K $298M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10
- 0.18%
$95.85 - $99.25 $959 - $993
5.66K $559M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-140
- 1.25%
$74.85 - $84.89 $10.5K - $11.9K
11K $901M
VEU
Vanguard Ftse All World Ex Us

ETFs
-552
- 1.88%
$56.51 - $62.98 $31.2K - $34.8K
28.8K $1.75B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.32K
- 0.62%
$33.84 - $37.77 $44.8K - $50K
214K $7.79B
Activity Summary
Buys All Purchases 47 New Holdings 2 Increased Positions 45 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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