SEC Form 13F

Partners in Financial Planning 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$659,518,224
Positions131

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TOTAL BOND MARKET ETFBNDTOTAL BND MRKT$78,039,5071,063,064
VANGUARD GROWTH ETFVUGGROWTH ETF$71,053,732824,863
VANGUARD VALUE ETFVTVVALUE ETF$65,285,907299,573
VANGUARD TOTAL INTERNATIONAL BOND ETFBNDXTOTAL INT BD ETF$62,399,6601,288,435
VANGUARD FTSE DEVELOPED MARKETS ETFVEAVAN FTSE DEV MKT$54,987,630771,756
VANGUARD SHORT-TERM BOND ETFBSVSHORT TRM BOND$38,096,699488,983
VANGUARD SMALL-CAP GROWTH ETFVBKSML CP GRW ETF$24,234,39066,268
VANGUARD SMALL CAP VALUE ETFVBRSM CP VAL ETF$24,202,46799,603
VANGUARD FTSE EMERGING MARKETS ETFVWOFTSE EMR MKT ETF$18,080,061302,899
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFVSSFTSE SMCAP ETF$16,236,745105,235

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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