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Portfolio (Quarterly) Guide ↗

Partners in Financial Planning

· CIK 0002054264
13F Portfolio $603M AUM 122 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 39 Added 19 Reduced 1 Exited
Page 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEP PEPSICO INC Consumer Defensive 1,309.0 $203K 0.03% NEW $155.25 -8.5%
122 DFAR DIMENSIONAL ETF TRUST 8,517.0 $201K 0.03% NEW $23.65 +9.0%
Page 7 of 7  ·  122 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 18.5%
Energy 15.3%
Technology 12.1%
Consumer Cyclical 11.4%
Healthcare 11.1%
Financial Services 9.8%
Consumer Defensive 8.2%
Communication Services 5.5%
Basic Materials 3.6%
Utilities 3.3%