Portfolio (Quarterly) Guide ↗

Vested Financial Planning, LLC

· CIK 0002044679

13F Portfolio $131M AUM 27 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 16 Added 3 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RBLX	ROBLOX CORP	Technology	4,458	$361K	0.28%	SOLD
2	ESGD	ISHARES TR	—	2,731	$260K	0.20%	SOLD
3	JMSI	J P MORGAN EXCHANGE TRADED F	—	4,173	$210K	0.16%	SOLD

Sector Allocation

Technology 59.4%

Financial Services 34.0%

Consumer Cyclical 6.6%