Frisco Financial Planning LLC
CIK: 2133972SEC EDGAR →
Portfolio Value
$101.4B
Holdings
34
As of
Q3 2026
New Positions
5
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Tax-Exempt Bond ETF | 316,763 | $15.0B | 14.79% |
| 2 | Vanguard FTSE Developed Markets ETF | 197,054 | $13.9B | 13.72% |
| 3 | Schwab US Large-Cap ETF | 423,211 | $12.7B | 12.52% |
| 4 | Vanguard Short-Term Infl-Prot Secs ETF | 226,261 | $11.1B | 10.98% |
| 5 | Vanguard Interm-Term Corp Bd ETF | 127,328 | $10.0B | 9.83% |
| 6 | iShares Core US Aggregate Bond ETF | 96,674 | $9.1B | 9.01% |
| 7 | iShares Core MSCI Emerging Markets ETF | 81,956 | $6.7B | 6.56% |
| 8 | Vanguard Total International Bond ETF | 117,361 | $5.5B | 5.42% |
| 9 | Schwab US REIT ETF | 233,012 | $5.1B | 5.06% |
| 10 | Schwab US Small-Cap ETF | 131,028 | $4.3B | 4.22% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $101.4B | 100.0% |
| Consumer Cyclical | 4 | $22.2M | 0.0% |
| Communication Services | 1 | $4.9M | 0.0% |
| Technology | 1 | $68K | 0.0% |
| Unknown | 1 | $66K | 0.0% |
| Consumer Defensive | 1 | $910 | 0.0% |