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Portfolio (Quarterly) Guide ↗

Partners in Financial Planning

· CIK 0002054264
13F Portfolio $660M AUM 131 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 31 Added 27 Reduced 2 Exited
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BND VANGUARD TOTAL BOND MARKET ETF 1,063,064.0 $78.0M 11.83% +16K +1.6% $73.41 -1.6%
2 VUG VANGUARD GROWTH ETF 824,863.0 $71.1M 10.77% +689K +505.0% $86.14 +1.6%
3 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 1,288,435.0 $62.4M 9.46% +52K +4.2% $48.43 -1.6%
4 BSV VANGUARD SHORT-TERM BOND ETF 488,983.0 $38.1M 5.78% +12K +2.4% $77.91 -0.4%
5 VNQ VANGUARD REAL ESTATE ETF 161,235.0 $15.6M 2.36% +4K +2.4% $96.45 +2.1%
6 VTEB VANGUARD TAX-EXEMPT BOND ETF 262,359.0 $13.3M 2.01% +26K +10.9% $50.58 -2.1%
7 VTI VANGUARD TOTAL STOCK MARKET ETF 35,649.0 $13.2M 2.00% +548.0 +1.6% $370.04 +2.2%
8 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 110,184.0 $11.7M 1.78% +8K +7.8% $106.47 -0.2%
9 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 100,930.0 $8.3M 1.26% +4K +3.6% $82.65 -1.9%
10 VO VANGUARD MID-CAP ETF 56,442.0 $4.5M 0.69% +42K +300.9% $80.57 +3.0%
11 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 70,630.0 $4.3M 0.65% +472.0 +0.7% $60.79 +4.5%
12 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 51,454.0 $4.2M 0.64% +2K +3.2% $82.27 +5.3%
13 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 65,618.0 $3.3M 0.50% +4K +5.8% $50.60 -1.6%
14 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 106,260.0 $2.7M 0.41% +1K +1.0% $25.52 -1.7%
15 SPY STATE STREET SPDR S&P 500 ETF Financial Services 3,026.0 $2.3M 0.34% +2K +227.8% $746.65 +2.6%
16 IWF ISHARES RUSSELL 1000 GROWTH ETF 13,252.0 $1.6M 0.25% +10K +300.1% $124.17 -1.4%
17 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 25,113.0 $925K 0.14% +199.0 +0.8% $36.84 +3.6%
18 DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 19,112.0 $924K 0.14% +3K +19.8% $48.33 -1.6%
19 IEFA ISHARES CORE MSCI EAFE ETF 9,267.0 $895K 0.14% +211.0 +2.3% $96.58 +4.4%
20 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 11,250.0 $851K 0.13% +735.0 +7.0% $75.68 -0.0%
Page 1 of 2  ·  31 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 19.0%
Technology 14.9%
Financial Services 14.2%
Energy 11.3%
Healthcare 10.7%
Consumer Cyclical 10.4%
Consumer Defensive 6.7%
Utilities 4.2%
Basic Materials 3.9%
Communication Services 3.2%