Vested Financial Planning, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$100.1B
Holdings
25
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1,040,633 | $34.3B | 34.31% | |
| 2 | DFAXDIMENSIONAL ETF TRUST | 579,625 | $15.2B | 15.18% | |
| 3 | VOOVANGUARD INDEX FDS | 22,159 | $11.4B | 11.38% | |
| 4 | DFNMDIMENSIONAL ETF TRUST | 182,823 | $8.7B | 8.69% | |
| 5 | DFCFDIMENSIONAL ETF TRUST | 161,684 | $6.8B | 6.80% | |
| 6 | SPDWSPDR INDEX SHS FDS | 130,548 | $4.8B | 4.75% | |
| 7 | VTEBVANGUARD MUN BD FDS | 85,568 | $4.2B | 4.24% | |
| 8 | VXFVANGUARD INDEX FDS | 13,978 | $2.4B | 2.41% | |
| 9 | AAPLAPPLE INC | 10,696 | $2.4B | 2.37% | |
| 10 | DFGXDIMENSIONAL ETF TRUST | 43,332 | $2.3B | 2.26% | |
| 11 | SPEMSPDR INDEX SHS FDS | 38,748 | $1.5B | 1.52% | |
| 12 | IUSBISHARES TR | 18,251 | $841.0M | 0.84% | |
| 13 | VTIVANGUARD INDEX FDS | 3,012 | $827.9M | 0.83% | |
| 14 | AGGISHARES TR | 6,284 | $621.6M | 0.62% | |
| 15 | SPYSPDR S&P 500 ETF TR | 967 | $541.1M | 0.54% | |
| 16 | IAGGISHARES TR | 10,199 | $509.8M | 0.51% | |
| 17 | NDQINVESCO QQQ TR | 1,050 | $492.4M | 0.49% | |
| 18 | EFAISHARES TR | 5,013 | $409.8M | 0.41% | |
| 19 | SUSLISHARES TR | 3,940 | $377.5M | 0.38% | |
| 20 | VTVANGUARD INTL EQUITY INDEX F | 2,709 | $314.1M | 0.31% | |
| 21 | ABNBAIRBNB INC | 2,171 | $259.3M | 0.26% | |
| 22 | VGTVANGUARD WORLD FD | 461 | $250.0M | 0.25% | |
| 23 | DFGRDIMENSIONAL ETF TRUST | 8,484 | $222.8M | 0.22% | |
| 24 | ESGDISHARES TR | 2,676 | $218.6M | 0.22% | |
| 25 | JMSIJ P MORGAN EXCHANGE TRADED F | 4,173 | $207.8M | 0.21% |