Vested Financial Planning, LLC Portfolio Holdings

Vested Financial Planning, LLC

  • $100 Billion
  • Q1 2025

Vested Financial Planning, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $34.3B, Dimensional ETF Tr with a value of $15.2B, Vanguard Index Fds S&P 500 ETF with a value of $11.4B, Dimensional ETF Tr Natl Mun Bd with a value of $8.7B, and Dimensional ETF Tr Core Fxd In with a value of $6.8B.

Examining the 13F form we can see an decrease of $5.49B in the current position value, from $106B to 100B.

Vested Financial Planning, LLC is based out at San Carlos, CA

Below you can find more details about Vested Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $79.6 Billion
Technology: $2.38 Billion
Consumer Cyclical: $259 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.3 Billion 34.31% of portfolio
1,040,633
Q1 2025 Reduced 5.4%
$0
$15.2 Billion 15.18% of portfolio
579,625
Q1 2025 Reduced 8.89%
$0
$11.4 Billion 11.38% of portfolio
22,159
Q1 2025 Added 1.42%
$0
$8.7 Billion 8.69% of portfolio
182,823
Q1 2025 Reduced 2.13%
$0
$6.8 Billion 6.8% of portfolio
161,684
Q1 2025 Added 0.11%
$0
$4.75 Billion 4.75% of portfolio
130,548
Q1 2025 Added 0.2%
$0
$4.25 Billion 4.24% of portfolio
85,568
Q1 2025 Added 0.36%
$0
$2.41 Billion 2.41% of portfolio
13,978
Q1 2025 Added 2.43%
$3.42T
$2.38 Billion 2.37% of portfolio
10,696
Q1 2025 Reduced 3.17%
Dimensional ETF Trust
-
$2.26 Billion 2.26% of portfolio
-
Q1 2025 Added 0.1%
$0
$1.53 Billion 1.52% of portfolio
38,748
Q1 2025 Added 1.07%
$0
$841 Million 0.84% of portfolio
18,251
Q4 2024 New
$0
$828 Million 0.83% of portfolio
3,012
Q4 2024 New
$0
$622 Million 0.62% of portfolio
6,284
Q1 2025 Added 1.27%
$0
$541 Million 0.54% of portfolio
967
Q1 2025 Added 1.04%
$0
$510 Million 0.51% of portfolio
10,199
Q4 2024 New
$0
$410 Million 0.41% of portfolio
5,013
Q1 2025 Added 0.87%
$0
$378 Million 0.38% of portfolio
3,940
Q1 2025 Reduced 23.78%
$0
$314 Million 0.31% of portfolio
2,709
Q1 2025 Reduced 14.92%
$48.7B
$259 Million 0.26% of portfolio
2,171
Q1 2025 Added 9.1%
$0
$250 Million 0.25% of portfolio
461
Q4 2024 New
Dimensional ETF Trust
-
$223 Million 0.22% of portfolio
-
Q1 2025 Reduced 5.13%
$0
$219 Million 0.22% of portfolio
2,676
Q1 2025 Reduced 23.63%
J P Morgan Exchange Traded F
-
$208 Million 0.21% of portfolio
-
Q1 2025 Reduced 27.21%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $100 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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