United Financial Planning Group LLC

CIK: 0002088337SEC EDGAR →

Portfolio Value

$164.8M

Holdings

487

As of

Q4 2025

New Positions

215

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
VTV

VANGUARD VALUE ETF

155,169$29.6M
17.98%
2
VUG

VANGUARD GROWTH ETF

58,192$28.4M
17.22%
3
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

417,953$26.1M
15.84%
4
IJH

ISHARES CORE S&P MID CAP ETF

126,709$8.4M
5.07%
5
IJR

ISHARES CORE S&P SMALL CAP ETF

56,717$6.8M
4.13%
6
IEMG

ISHARES CORE MSCI EMERGING ETF

100,808$6.8M
4.11%
7
VNQ

VANGUARD REAL ESTATE ETF

62,007$5.5M
3.33%
8
BNDX

VANGUARD TOTAL INTERNATIONAL BND ETF

101,529$4.9M
2.98%
9
VO

VANGUARD MID CAP ETF

13,300$3.9M
2.34%
10
BSV

VANGUARD SHORT-TERM BOND ETF

48,441$3.8M
2.32%

Quarterly Changes

Top Buys

IJR↑ Increased
$6.6B
VNQ↑ Increased
$5.4B
BNDX↑ Increased
$4.9B
VTI↑ Increased
$2.1B
IGSB↑ Increased
$2.0B

Top Sells

VUG↓ Decreased
$29.3B
VWO↓ Decreased
$25.3B
IJH↓ Decreased
$8.3B
IEMG↓ Decreased
$6.9B
VB↓ Decreased
$2.2B

New Positions (301)

VEA
$26.1M · 418K shares
VO
$3.9M · 13K shares
BIV
$1.1M · 15K shares
VYM
$521K · 4K shares
BRK/B
$455K · 906 shares
IWD
$369K · 2K shares
VIG
$331K · 2K shares
AQLT
$149K · 2K shares
PICK
$105K · 2K shares
IBB
$94K · 558 shares
CAT
$70K · 122 shares
BWX
$68K · 3K shares
CGW
$66K · 1K shares
LIN
$65K · 154 shares
FSSL
$51K · 4K shares
TSM
$48K · 159 shares
LLY
$41K · 39 shares
SMA
$41K · 1K shares
VEGI
$34K · 897 shares
NFLX
$32K · 350 shares
MDT
$23K · 245 shares
SHOP
$22K · 140 shares
SPOT
$22K · 38 shares
ADSK
$21K · 71 shares
BLK
$21K · 20 shares
4I1
$19K · 123 shares
ASML
$19K · 18 shares
SE
$19K · 149 shares
ICE
$19K · 122 shares
CRM
$19K · 74 shares
OEF
$19K · 56 shares
CIEN
$18K · 78 shares
MA
$18K · 33 shares
CAH
$17K · 86 shares
MUFG
$17K · 738 shares
NEE
$16K · 205 shares
SAP
$16K · 66 shares
NOW
$16K · 110 shares
TEL
$15K · 69 shares
XLFI
$15K · 200 shares
XLI
$15K · 100 shares
VOT
$15K · 56 shares
APP
$14K · 22 shares
SPLV
$14K · 200 shares
SDY
$13K · 100 shares
ACGL
$12K · 130 shares
SPTI
$12K · 416 shares
NU
$12K · 719 shares
HWM
$12K · 63 shares
GOP
$12K · 276 shares
UBS
$11K · 244 shares
CP
$11K · 157 shares
JCI
$11K · 93 shares
ABT
$11K · 91 shares
SPSM
$11K · 245 shares
AZN
$11K · 127 shares
ROK
$11K · 29 shares
RKT
$11K · 590 shares
MNST
$11K · 145 shares
HAS
$10K · 132 shares
TRV
$10K · 36 shares
CSX
$10K · 300 shares
FLEX
$10K · 168 shares
MU
$10K · 36 shares
WFC
$10K · 115 shares
DE
$10K · 22 shares
CPNG
$10K · 454 shares
PANW
$10K · 55 shares
IWP
$9K · 66 shares
FERG
$9K · 44 shares
SCHA
$9K · 325 shares
IBN
$9K · 329 shares
TXN
$8K · 50 shares
WMB
$8K · 147 shares
SSNC
$8K · 102 shares
COIN
$8K · 38 shares
MLB1
$8K · 4 shares
WCC
$8K · 36 shares
IVE
$8K · 42 shares
AON
$7K · 20 shares
SNOW
$7K · 33 shares
INTU
$7K · 11 shares
APTV
$7K · 98 shares
CCO
$7K · 83 shares
QUAL
$7K · 40 shares
VLTO
$7K · 77 shares
BAC
$7K · 173 shares
RACE
$7K · 19 shares
WDC
$7K · 44 shares
VRTX
$7K · 16 shares
MDLZ
$7K · 141 shares
ACM
$6K · 68 shares
TKO
$6K · 32 shares
T7D
$6K · 5 shares
GD
$6K · 18 shares
CRC
$6K · 196 shares
VBK
$6K · 21 shares
APD
$6K · 27 shares
ELV
$6K · 19 shares
PNC
$6K · 29 shares
WCN
$6K · 39 shares
MPWR
$6K · 7 shares
RSP
$5K · 27 shares
ISRG
$5K · 9 shares
ETN
$5K · 17 shares
REGN
$5K · 7 shares
PPL
$5K · 147 shares
HUM
$5K · 20 shares
MNDY
$5K · 35 shares
VICI
$5K · 193 shares
ORLY
$5K · 60 shares
SRE
$5K · 57 shares
ADP
$5K · 22 shares
RTO
$5K · 174 shares
BN
$5K · 127 shares
UTES
$5K · 69 shares
TRGP
$4K · 22 shares
AFL
$4K · 38 shares
CME
$4K · 17 shares
WBS
$4K · 70 shares
NSC
$4K · 15 shares
UNH
$4K · 15 shares
WEC
$4K · 38 shares
IPAY
$4K · 83 shares
IT
$4K · 17 shares
AVB
$4K · 26 shares
CTVA
$4K · 65 shares
ITW
$3K · 14 shares
PAYC
$3K · 19 shares
EXPD
$3K · 22 shares
LRCX
$3K · 19 shares
APO
$3K · 22 shares
SCHO
$3K · 147 shares
RTX
$3K · 17 shares
AZO
$3K · 1 shares
ADBE
$3K · 10 shares
ZTS
$3K · 24 shares
CRWD
$3K · 7 shares
GLW
$3K · 43 shares
PAYX
$3K · 35 shares
MCHP
$3K · 50 shares
MRSH
$3K · 20 shares
IQLT
$3K · 70 shares
ABG
$3K · 11 shares
KLAC
$3K · 3 shares
ROKU
$2K · 20 shares
CELH
$2K · 48 shares
IM8N
$2K · 15 shares
APH
$2K · 18 shares
DELL
$2K · 23 shares
MMM
$2K · 15 shares
RBLX
$2K · 28 shares
DD
$2K · 66 shares
EFV
$2K · 42 shares
UBER
$2K · 35 shares
Q
$2K · 33 shares
KMI
$2K · 101 shares
OKE
$2K · 31 shares
YUM
$2K · 17 shares
SEIC
$2K · 33 shares
DRI
$2K · 16 shares
FAST
$2K · 53 shares
ANET
$2K · 20 shares
HLT
$2K · 7 shares
UNP
$2K · 9 shares
AU
$1K · 13 shares
CDW
$1K · 8 shares
SYY
$1K · 15 shares
DOW
$1K · 68 shares
SMCI
$1K · 39 shares
TOST
$1K · 40 shares
ALNY
$1K · 4 shares
HRB
$1K · 24 shares
PWR
$1K · 3 shares
SBAC
$1K · 9 shares
RCL
$1K · 5 shares
SOUN
$1K · 163 shares
PFGC
$1K · 16 shares
MKSI
$1K · 10 shares
HYLB
$1K · 36 shares
GRMN
$1K · 7 shares
AWI
$1K · 9 shares
FIX
$1K · 2 shares
VGIT
$1K · 33 shares
ELF
$1K · 17 shares
SU
$1K · 41 shares
VRT
$1K · 8 shares
MCK
$1K · 2 shares
EFG
$1K · 10 shares
PGX
$0 · 46 shares
H
$0 · 2 shares
IRM
$0 · 2 shares
TJX
$0 · 6 shares
ZBRA
$0 · 1 shares
ALLE
$0 · 1 shares
ISI
$0 · 8 shares
WMS
$0 · 2 shares
NTRA
$0 · 1 shares
CIT
$0 · 1 shares
ENQ
$0 · 3 shares
VST
$0 · 2 shares
GKD
$0 · 1 shares
LVS
$0 · 7 shares
CDLX
$0 · 175 shares
AM
$0 · 15 shares
ASTS
$0 · 7 shares
MUSA
$0 · 2 shares
FTAI
$0 · 2 shares
DNA
$0 · 55 shares
SNPS
$0 · 1 shares
MARA
$0 · 100 shares
CNM
$0 · 9 shares
BSY
$0 · 5 shares
ZS
$0 · 4 shares
WSM
$0 · 1 shares
CUCA
$0 · 2 shares
BROS
$0 · 6 shares
TPD
$0 · 4 shares
NCLH
$0 · 12 shares
IYW
$0 · 4 shares
URI
$0 · 1 shares
CGNX
$0 · 8 shares
BKSY
$0 · 15 shares
ANGL
$0 · 15 shares
6RJ0
$0 · 8 shares
ALAB
$0 · 4 shares
WDAY
$0 · 1 shares
LAMR
$0 · 2 shares
WFRD
$0 · 6 shares
CDNS
$0 · 1 shares
UDR
$0 · 10 shares
SLVM
$0 · 12 shares
SMMT
$0 · 20 shares
MEDP
$0 · 1 shares
WM
$0 · 2 shares
PACB
$0 · 250 shares
MIGA
$0 · 2 shares
QSR
$0 · 14 shares
MRKR
$0 · 250 shares
EQT
$0 · 6 shares
DBX
$0 · 7 shares
AXON
$0 · 1 shares
PTC
$0 · 1 shares
SEE
$0 · 7 shares
CCC
$0 · 50 shares
MTZ
$0 · 1 shares
XPO
$0 · 2 shares
SOPH
$0 · 170 shares
MOH
$0 · 3 shares
VIK
$0 · 6 shares
SPG
$0 · 1 shares
NBIS
$0 · 3 shares
QSI
$0 · 200 shares
MAR
$0 · 1 shares
VOOG
$0 · 1 shares
DDOG
$0 · 3 shares
TWST
$0 · 25 shares
SOC
$0 · 50 shares
TEAM
$0 · 1 shares
PCY
$0 · 21 shares
BITO
$0 · 45 shares
TTEK
$0 · 7 shares
TIP
$0 · 6 shares
NCNO
$0 · 8 shares
STIM
$0 · 100 shares
SUI
$0 · 3 shares
CMG
$0 · 14 shares
ESTC
$0 · 3 shares
CVNA
$0 · 1 shares
BAH
$0 · 4 shares
RYAN
$0 · 8 shares
LNG
$0 · 1 shares
PSA
$0 · 2 shares
JBL
$0 · 2 shares
SOLV
$0 · 3 shares
ISHARES INTERNTINL AGGRGT BND ETF
$0 · 11 shares
NTAP
$0 · 2 shares
FTRE
$0 · 54 shares
GWRE
$0 · 1 shares
AMAT
$0 · 3 shares
MANH
$0 · 1 shares
PEGA
$0 · 6 shares
HEI
$0 · 1 shares
TNL
$0 · 6 shares
VOD
$0 · 48 shares
AJG
$0 · 2 shares
PSTG
$0 · 4 shares
CHR
$0 · 4 shares
BLD
$0 · 2 shares
WING
$0 · 1 shares
GILD
$0 · 2 shares
NRA
$0 · 6 shares
PCOR
$0 · 3 shares
BILL
$0 · 5 shares
BWXT
$0 · 2 shares
VKTX
$0 · 10 shares
APLS
$0 · 24 shares
RH
$0 · 1 shares
CCO
$0 · 100 shares
FLB
$0 · 250 shares
KRMN
$0 · 4 shares

Closed Positions (32)

VT
$1.7B · 32K shares
REET
$128.7M · 1K shares
HDV
$90.1M · 2K shares
EMB
$69.4M · 3K shares
REET
$67.1M · 1K shares
LI
$59.4M · 125 shares
IYM
$57.0M · 276 shares
MSIF
$36.6M · 3K shares
EZU
$34.7M · 886 shares
VTEB
$29.4M · 587 shares
ITOT
$21.4M · 147 shares
IYJ
$16.5M · 84 shares
MAS
$12.0M · 170 shares
SMLV
$11.9M · 411 shares
IAGG
$9.9M · 194 shares
SLB
$9.5M · 276 shares
IEV
$9.2M · 140 shares
SCHC
$9.0M · 324 shares
GBF
$8.4M · 361 shares
ITOT
$7.3M · 20 shares
HIMU
$7.1M · 145 shares
ICSH
$6.1M · 90 shares
MUB
$5.6M · 53 shares
FALN
$5.4M · 96 shares
IPAY
$4.7M · 83 shares
WEA
$4.2M · 70 shares
NOBL
$3.5M · 34 shares
FLOT
$1.6M · 17 shares
UAE
$1.3M · 14 shares
EMB
$571K · 6 shares
ALGT
$177K · 1 shares
QBTS
$99K · 4 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services157$147.1M89.4%
Technology89$7.1M4.3%
Unknown28$2.3M1.4%
Basic Materials10$1.8M1.1%
Consumer Cyclical44$1.3M0.8%
Consumer Defensive12$1.2M0.8%
Communication Services21$1.2M0.7%
Utilities7$840K0.5%
Healthcare40$645K0.4%
Industrials51$636K0.4%
Energy16$372K0.2%
Real Estate12$93K0.1%