SEC Form 13F

Fee-Only Financial Planning, L.C. 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$186,600,703
Positions45

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVUGGROWTH ETF$54,225,001629,499
VANGUARD INDEX FDSVTVVALUE ETF$35,023,278160,709
VANGUARD INDEX FDSVOMID CAP ETF$16,129,469200,192
VANGUARD INDEX FDSVBSMALL CP ETF$12,953,36542,733
VANGUARD INDEX FDSVBRSM CP VAL ETF$12,600,97551,858
VANGUARD INDEX FDSVBKSML CP GRW ETF$10,796,56129,523
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$8,309,59199,219
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$4,744,5686,908
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$4,454,29922,542
VANGUARD INDEX FDSVTITOTAL STK MKT$3,300,7578,920

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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