Frisco Financial Planning LLC
CIK: 2133972SEC EDGAR →
Portfolio Value
$104.3B
Holdings
29
As of
Q2 2026
New Positions
29
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Tax-Exempt Bond ETF | 305,744 | $15.5B | 14.83% |
| 2 | Vanguard FTSE Developed Markets ETF | 201,714 | $14.4B | 13.78% |
| 3 | Schwab US Large-Cap ETF | 430,602 | $12.7B | 12.15% |
| 4 | Vanguard Short-Term Infl-Prot Secs ETF | 220,218 | $11.1B | 10.61% |
| 5 | Vanguard Interm-Term Corp Bd ETF | 124,918 | $10.3B | 9.90% |
| 6 | iShares Core US Aggregate Bond ETF | 94,135 | $9.3B | 8.94% |
| 7 | iShares Core MSCI Emerging Markets ETF | 84,306 | $7.0B | 6.70% |
| 8 | Vanguard Total International Bond ETF | 114,178 | $5.5B | 5.30% |
| 9 | Schwab US REIT ETF | 232,260 | $5.5B | 5.27% |
| 10 | Schwab US Small-Cap ETF | 133,851 | $4.8B | 4.64% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $104.3B | 100.0% |
| Consumer Cyclical | 1 | $170K | 0.0% |
| Unknown | 1 | $66K | 0.0% |
| Technology | 1 | $49K | 0.0% |