Vested Financial Planning, LLC Top Holdings and 13F Report (2025) About Vested Financial Planning, LLCInvestment ActivityVested Financial Planning, LLC has $100.07 million in total holdings as of March 31, 2025.Vested Financial Planning, LLC owns shares of 25 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.30% of the portfolio was purchased this quarter.About 4.04% of the portfolio was sold this quarter.This quarter, Vested Financial Planning, LLC has purchased 25 new stocks and bought additional shares in 11 stocks.Vested Financial Planning, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $34,330,468Dimensional World ex U.S. Core Equity 2 ETF $15,186,181Vanguard S&P 500 ETF $11,387,622Dimensional National Municipal Bond ETF $8,696,898Dimensional Core Fixed Income ETF $6,800,429 Largest Purchases this Quarter Vanguard S&P 500 ETF 310 shares (about $159.31K)Vanguard Extended Market ETF 331 shares (about $57.02K)Airbnb 181 shares (about $21.62K)SPDR Portfolio Emerging Markets ETF 410 shares (about $16.14K)Vanguard Tax-Exempt Bond ETF 306 shares (about $15.18K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 59,353 shares (about $1.96M)Dimensional World ex U.S. Core Equity 2 ETF 56,587 shares (about $1.48M)Dimensional National Municipal Bond ETF 3,980 shares (about $189.33K)iShares ESG MSCI USA Leaders ETF 1,229 shares (about $117.76K)Apple 350 shares (about $77.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVested Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$34,330,468$1,958,055 ▼-5.4%1,040,63334.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$15,186,181$1,482,580 ▼-8.9%579,62515.2%ETFVOOVanguard S&P 500 ETF$11,387,622$159,311 ▲1.4%22,15911.4%ETFDFNMDimensional National Municipal Bond ETF$8,696,898$189,329 ▼-2.1%182,8238.7%ETFDFCFDimensional Core Fixed Income ETF$6,800,429$7,150 ▲0.1%161,6846.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,753,269$9,394 ▲0.2%130,5484.8%ETFVTEBVanguard Tax-Exempt Bond ETF$4,245,887$15,184 ▲0.4%85,5684.2%ETFVXFVanguard Extended Market ETF$2,407,881$57,019 ▲2.4%13,9782.4%ETFAAPLApple$2,375,902$77,745 ▼-3.2%10,6962.4%Computer and TechnologyDIMENSIONAL ETF TRUST$2,264,097$2,299 ▲0.1%43,3322.3%GLOBAL EX US CORSPEMSPDR Portfolio Emerging Markets ETF$1,525,519$16,142 ▲1.1%38,7481.5%ETFIUSBiShares Core Total USD Bond Market ETF$841,0170.0%18,2510.8%ManufacturingVTIVanguard Total Stock Market ETF$827,8900.0%3,0120.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$621,593$7,814 ▲1.3%6,2840.6%FinanceSPYSPDR S&P 500 ETF Trust$541,134$5,596 ▲1.0%9670.5%FinanceIAGGiShares Core International Aggregate Bond ETF$509,8400.0%10,1990.5%ETFQQQInvesco QQQ$492,3660.0%1,0500.5%FinanceEFAiShares MSCI EAFE ETF$409,751$3,515 ▲0.9%5,0130.4%FinanceSUSLiShares ESG MSCI USA Leaders ETF$377,530$117,763 ▼-23.8%3,9400.4%ManufacturingVTVanguard Total World Stock ETF$314,054$55,067 ▼-14.9%2,7090.3%ETFABNBAirbnb$259,348$21,622 ▲9.1%2,1710.3%Consumer DiscretionaryVGTVanguard Information Technology ETF$250,0370.0%4610.2%ETFDFGRDimensional Global Real Estate ETF$222,790$12,053 ▼-5.1%8,4840.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$218,596$67,637 ▼-23.6%2,6760.2%ManufacturingJ P MORGAN EXCHANGE TRADED F$207,815$77,688 ▼-27.2%4,1730.2%SUSTAINABLE MUNIShowing 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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