Partners In Financial Planning Top Holdings and 13F Report (2025) About Partners In Financial PlanningInvestment ActivityPartners In Financial Planning has $497.62 million in total holdings as of March 31, 2025.Partners In Financial Planning owns shares of 101 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Partners In Financial Planning has purchased 107 new stocks and bought additional shares in 45 stocks.Partners In Financial Planning sold shares of 22 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $63,567,874Vanguard Growth ETF $53,638,151Vanguard Value ETF $52,556,417Vanguard Total International Bond ETF $47,456,742Vanguard FTSE Developed Markets ETF $41,606,219 Largest New Holdings this Quarter 842587107 - Southern $219,393 Holding75513E101 - RTX $206,505 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 54,374 shares (about $2.76M)Vanguard Value ETF 9,698 shares (about $1.68M)Vanguard Total International Bond ETF 31,950 shares (about $1.56M)iShares National Muni Bond ETF 9,684 shares (about $1.02M)Vanguard Intermediate-Term Corporate Bond ETF 12,257 shares (about $1.00M) Largest Sales this Quarter SPDR Portfolio Aggregate Bond ETF 11,380 shares (about $290.64K)Vanguard Extended Market ETF 686 shares (about $118.17K)Vanguard Intermediate-Term Bond ETF 959 shares (about $73.43K)iShares Short-Term National Muni Bond ETF 689 shares (about $72.76K)SPDR Portfolio S&P 500 Growth ETF 804 shares (about $64.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPartners In Financial Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$63,567,874$851,579 ▲1.4%865,45812.8%ETFVUGVanguard Growth ETF$53,638,151$387,508 ▲0.7%144,64710.8%ETFVTVVanguard Value ETF$52,556,417$1,675,230 ▲3.3%304,25210.6%ETFBNDXVanguard Total International Bond ETF$47,456,742$1,559,799 ▲3.4%972,0769.5%ETFVEAVanguard FTSE Developed Markets ETF$41,606,219$2,763,829 ▲7.1%818,5378.4%ETFBSVVanguard Short-Term Bond ETF$33,828,636$932,785 ▲2.8%432,1496.8%ETFVBRVanguard Small-Cap Value ETF$18,328,638$877,609 ▲5.0%98,3883.7%ETFVBKVanguard Small-Cap Growth ETF$16,409,995$495,228 ▲3.1%65,1793.3%ETFVWOVanguard FTSE Emerging Markets ETF$14,141,127$610,290 ▲4.5%312,4402.8%ETFVNQVanguard Real Estate ETF$13,674,631$296,371 ▲2.2%151,0632.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$12,293,270$496,850 ▲4.2%106,3432.5%ETFVTEBVanguard Tax-Exempt Bond ETF$10,772,517$402,816 ▲3.9%217,1002.2%ETFVTIVanguard Total Stock Market ETF$9,931,422$43,425 ▲0.4%36,1352.0%ETFSUBiShares Short-Term National Muni Bond ETF$8,899,274$72,759 ▼-0.8%84,2731.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,789,574$48,207 ▼-0.6%213,9411.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,565,860$1,002,126 ▲18.0%80,3071.3%ETFVOOVanguard S&P 500 ETF$5,463,029$6,681 ▲0.1%10,6301.1%ETFMUBiShares National Muni Bond ETF$4,766,084$1,021,078 ▲27.3%45,2021.0%ETFVOVanguard Mid-Cap ETF$3,700,371$12,414 ▲0.3%14,3080.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$3,068,260$636 ▲0.0%48,2740.6%ETFIAGGiShares Core International Aggregate Bond ETF$2,967,314$288,843 ▲10.8%59,3580.6%ETFVXFVanguard Extended Market ETF$2,781,353$118,172 ▼-4.1%16,1460.6%ETFVFMFVanguard US Multifactor ETF$2,604,394$35,872 ▼-1.4%20,6190.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,552,109$64,616 ▼-2.5%31,7550.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,524,6270.0%64,1260.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,412,677$6,486 ▲0.3%47,2430.5%ETFVVVanguard Large-Cap ETF$2,278,141$3,342 ▲0.1%8,8630.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,091,288$290,645 ▼-12.2%81,8830.4%ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,044,154$41,474 ▲2.1%26,0730.4%ETFNSCNorfolk Southern$1,990,0140.0%8,4020.4%TransportationVEUVanguard FTSE All-World ex-US ETF$1,745,652$33,484 ▼-1.9%28,7780.4%ETFVBVanguard Small-Cap ETF$1,547,181$2,439 ▲0.2%6,9770.3%ETFXOMExxon Mobil$1,501,253$8,563 ▲0.6%12,6230.3%EnergySPTSSPDR Portfolio Short Term Treasury ETF$1,459,924$29,737 ▼-2.0%49,9290.3%ETFAAPLApple$1,449,9120.0%6,5270.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,386,6540.0%3,8400.3%ETFBIVVanguard Intermediate-Term Bond ETF$1,364,032$73,431 ▼-5.1%17,8140.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$1,231,704$36,265 ▼-2.9%30,4320.2%ETFFERGUSON ENTERPRISES INC$1,199,482$147,412 ▲14.0%7,4860.2%COMMON STOCK NEWVXUSVanguard Total International Stock ETF$1,169,566$12,420 ▲1.1%18,8340.2%ETFAMZNAmazon.com$1,166,6740.0%6,1320.2%Retail/WholesaleLRGFiShares U.S. Equity Factor ETF$1,158,436$26,799 ▼-2.3%20,0140.2%ETFDFATDimensional U.S. Targeted Value ETF$977,929$1,648 ▲0.2%18,9930.2%ETFMSFTMicrosoft$964,200$131,362 ▲15.8%2,5690.2%Computer and TechnologyTPLTexas Pacific Land$946,0430.0%7140.2%EnergySTLDSteel Dynamics$938,6000.0%7,5040.2%Basic MaterialsEFAiShares MSCI EAFE ETF$901,146$11,442 ▼-1.3%11,0260.2%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$896,801$7,055 ▼-0.8%10,8050.2%ETFBRK.BBerkshire Hathaway$888,8760.0%1,6690.2%FinanceEWEdwards Lifesciences$839,6080.0%11,5840.2%MedicalIVViShares Core S&P 500 ETF$795,6340.0%1,4160.2%ETFIWDiShares Russell 1000 Value ETF$780,889$188 ▲0.0%4,1500.2%ETFGEGE Aerospace$756,223$79,265 ▲11.7%3,7780.2%IndustrialsHESHess$718,1460.0%4,4960.1%EnergyDFAXDimensional World ex U.S. Core Equity 2 ETF$705,308$1,336 ▲0.2%26,9200.1%ETFPGProcter & Gamble$684,495$90,312 ▲15.2%4,0170.1%Consumer StaplesDFACDimensional U.S. Core Equity 2 ETF$682,412$1,419 ▲0.2%20,6850.1%ETFIEFAiShares Core MSCI EAFE ETF$663,9760.0%8,7770.1%ETFTFCTruist Financial$609,349$46,417 ▲8.2%14,8080.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$559,459$989 ▼-0.2%5,6560.1%FinanceUDRUDR$558,6630.0%12,3680.1%FinanceLOWLowe's Companies$547,6990.0%2,3480.1%Retail/WholesaleWMTWalmart$547,019$10,798 ▲2.0%6,2310.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$512,848$2,796 ▼-0.5%9170.1%FinanceNKENIKE$506,311$56,814 ▼-10.1%7,9760.1%Consumer DiscretionaryMCDMcDonald's$503,5880.0%1,6120.1%Retail/WholesaleJNJJohnson & Johnson$466,7670.0%2,8150.1%MedicalCSXCSX$465,4650.0%15,8160.1%TransportationABTAbbott Laboratories$417,145$113,670 ▲37.5%3,1450.1%MedicalGOOGAlphabet$403,009$156 ▲0.0%2,5800.1%Computer and TechnologyCVSCVS Health$400,109$68 ▲0.0%5,9060.1%MedicalIWPiShares Russell Mid-Cap Growth ETF$399,8640.0%3,4030.1%ETFPMPhilip Morris International$399,2060.0%2,5150.1%Consumer StaplesNKSHNational Bankshares$388,2620.0%14,5800.1%FinanceDHRDanaher$384,375$2,255 ▼-0.6%1,8750.1%MedicalGOOGLAlphabet$376,179$155 ▲0.0%2,4330.1%Computer and TechnologyDFIVDimensional International Value ETF$372,439$630 ▲0.2%9,4620.1%ETFIWSiShares Russell Mid-Cap Value ETF$366,5080.0%2,9090.1%ETFMETAMeta Platforms$355,6140.0%6170.1%Computer and TechnologyCVXChevron$355,438$167 ▲0.0%2,1250.1%EnergyVOTVanguard Mid-Cap Growth ETF$337,092$489 ▲0.1%1,3780.1%ETFIVWiShares S&P 500 Growth ETF$333,276$23,209 ▼-6.5%3,5900.1%ETFIJHiShares Core S&P Mid-Cap ETF$316,719$350 ▲0.1%5,4280.1%ETFCAHCardinal Health$297,9970.0%2,1630.1%MedicalSCHZSchwab U.S. Aggregate Bond ETF$297,697$9,912 ▼-3.2%12,8540.1%ETFIJRiShares Core S&P Small-Cap ETF$297,382$941 ▼-0.3%2,8440.1%ETFGE VERNOVA INC$285,879$29,932 ▲11.7%9360.1%COMUNPUnion Pacific$283,4880.0%1,2000.1%TransportationABBVAbbVie$275,7680.0%1,3160.1%MedicalCOFCapital One Financial$270,9220.0%1,5110.1%FinanceIVEiShares S&P 500 Value ETF$260,105$5,907 ▼-2.2%1,3650.1%ETFAVGOBroadcom$243,9460.0%1,4570.0%Computer and TechnologyWMBWilliams Companies$241,7290.0%4,0450.0%EnergyCARECarter Bankshares$235,3700.0%14,5470.0%FinanceEEMiShares MSCI Emerging Markets ETF$233,5770.0%5,3450.0%FinanceUNHUnitedHealth Group$220,4990.0%4210.0%MedicalSOSouthern$219,393$219,393 ▲New Holding2,3860.0%UtilitiesPFEPfizer$218,033$5,854 ▼-2.6%8,6040.0%MedicalVOEVanguard Mid-Cap Value ETF$216,532$1,124 ▲0.5%1,3490.0%ETFICFiShares Select U.S. REIT ETF$212,0320.0%3,4460.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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