Vested Financial Planning, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$112.4B
Holdings
28
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 957,555 | $34.3B | 30.53% | |
| 2 | DFAXDIMENSIONAL ETF TRUST | 546,110 | $16.0B | 14.27% | |
| 3 | VOOVANGUARD INDEX FDS | 24,773 | $14.1B | 12.52% | |
| 4 | DFNMDIMENSIONAL ETF TRUST | 185,768 | $8.8B | 7.84% | |
| 5 | DFCFDIMENSIONAL ETF TRUST | 149,831 | $6.3B | 5.63% | |
| 6 | DUHPDIMENSIONAL ETF TRUST | 166,785 | $5.9B | 5.28% | |
| 7 | SPDWSPDR INDEX SHS FDS | 128,197 | $5.2B | 4.62% | |
| 8 | VTEBVANGUARD MUN BD FDS | 103,354 | $5.1B | 4.51% | |
| 9 | VXFVANGUARD INDEX FDS | 16,969 | $3.3B | 2.91% | |
| 10 | AAPLAPPLE INC | 10,696 | $2.2B | 1.95% | |
| 11 | DFGXDIMENSIONAL ETF TRUST | 36,079 | $1.9B | 1.71% | |
| 12 | SPEMSPDR INDEX SHS FDS | 40,005 | $1.7B | 1.52% | |
| 13 | VTIVANGUARD INDEX FDS | 3,012 | $915.5M | 0.81% | |
| 14 | IUSBISHARES TR | 17,278 | $798.8M | 0.71% | |
| 15 | DFGPDIMENSIONAL ETF TRUST | 14,618 | $796.5M | 0.71% | |
| 16 | AGGISHARES TR | 6,417 | $636.6M | 0.57% | |
| 17 | SPYSPDR S&P 500 ETF TR | 980 | $605.2M | 0.54% | |
| 18 | NDQINVESCO QQQ TR | 1,050 | $579.2M | 0.52% | |
| 19 | EFAISHARES TR | 5,066 | $452.8M | 0.40% | |
| 20 | IAGGISHARES TR | 8,798 | $449.5M | 0.40% | |
| 21 | SUSLISHARES TR | 3,940 | $426.9M | 0.38% | |
| 22 | VTVANGUARD INTL EQUITY INDEX F | 2,922 | $375.5M | 0.33% | |
| 23 | ABNBAIRBNB INC | 2,496 | $330.3M | 0.29% | |
| 24 | VGTVANGUARD WORLD FD | 461 | $305.8M | 0.27% | |
| 25 | ESGDISHARES TR | 2,676 | $238.7M | 0.21% | |
| 26 | DFGRDIMENSIONAL ETF TRUST | 8,446 | $226.6M | 0.20% | |
| 27 | AOAISHARES TR | 2,507 | $209.1M | 0.19% | |
| 28 | JMSIJ P MORGAN EXCHANGE TRADED F | 4,173 | $206.2M | 0.18% |