Vested Financial Planning, LLC Portfolio Holdings by Sector
Vested Financial Planning, LLC
- $100 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC VOO DFNM DFCF SPDW VTEB VXF SPEM 18 stocks |
$78.7 Million
95.79% of portfolio
|
9
|
5
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.38 Million
2.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$827,890
1.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$259,348
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|