Vested Financial Planning, LLC Portfolio Holdings

Vested Financial Planning, LLC

  • $106 Billion
  • Q4 2024

Vested Financial Planning, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $106 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 $38B, Dimensional ETF Tr with a value of $15.8B, Vanguard Index Fds S&P 500 ETF with a value of $11.8B, Dimensional ETF Tr Natl Mun Bd with a value of $8.92B, and Dimensional ETF Tr Core Fxd In with a value of $6.67B.

Examining the 13F form we can see an increase of $106B in the current position value.

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 $106 Billion
ETFs: $83.9 Billion
Technology: $2.77 Billion
Consumer Cyclical: $262 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 25
  • Current Value $106 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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