Back to investors
VESTED FINANCIAL PLANNING, LLC
VESTED FINANCIAL PLANNING, LLC
Latest filing: 2026-06-30
VESTED FINANCIAL PLANNING, LLC runs VESTED FINANCIAL PLANNING, LLC and currently holds 29 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $148.88M. Their top holdings are DFAC, DFAX, VOO, DFNM, VTEB. The top five represent 68.5% of reported portfolio weight. VESTED FINANCIAL PLANNING, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, VESTED FINANCIAL PLANNING, LLC initiated 3 new positions. They added to 18 existing positions. They trimmed 6 positions. Their current best-performing preview position is VGT with returns of +37.03%.
Sign in to enable email alerts for this investor.
Showper page
29 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 28.77% | $34.70 | $45.61 | +31.44% | Trimmed -1.57% |
 DFAX DIMENSIONAL ETF TRUST | 13.05% | $24.96 | $38.13 | +52.76% | Trimmed -4.19% |
 VOO VANGUARD INDEX FDS | 12.98% | $551.38 | $703.77 | +27.64% | Added +1.51% |
 DFNM DIMENSIONAL ETF TRUST | 7.96% | $47.89 | $47.58 | -0.65% | Added +20.95% |
 VTEB VANGUARD MUN BD FDS | 5.72% | $50.08 | $49.50 | -1.16% | Added +25.16% |
 SPDW SPDR INDEX SHS FDS | 5.12% | $35.82 | $52.01 | +45.20% | Added +0.66% |
 DFCF DIMENSIONAL ETF TRUST | 5.04% | $41.48 | $41.48 | +0.00% | Added +1.99% |
 DUHP DIMENSIONAL ETF TRUST | 4.93% | $35.86 | $42.39 | +18.21% | Added +4.36% |
 VXF VANGUARD INDEX FDS | 3.26% | $193.18 | $245.51 | +27.09% | Added +1.20% |
 AAPL APPLE INC | 1.83% | $250.42 | $309.35 | +23.53% | Trimmed -2.33% |
Showing 1-10 of 29