Vested Financial Planning, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$129.9B
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 982,386 | $38.9B | 29.95% | |
| 2 | DFAXDIMENSIONAL ETF TRUST | 554,379 | $18.1B | 13.97% | |
| 3 | VOOVANGUARD INDEX FDS | 26,051 | $16.3B | 12.58% | |
| 4 | DFNMDIMENSIONAL ETF TRUST | 204,324 | $9.8B | 7.58% | |
| 5 | DFCFDIMENSIONAL ETF TRUST | 170,638 | $7.3B | 5.59% | |
| 6 | DUHPDIMENSIONAL ETF TRUST | 168,014 | $6.4B | 4.92% | |
| 7 | SPDWSPDR INDEX SHS FDS | 137,745 | $6.1B | 4.71% | |
| 8 | VTEBVANGUARD MUN BD FDS | 110,055 | $5.5B | 4.26% | |
| 9 | VXFVANGUARD INDEX FDS | 17,820 | $3.7B | 2.87% | |
| 10 | AAPLAPPLE INC | 9,652 | $2.6B | 2.02% | |
| 11 | DFGXDIMENSIONAL ETF TRUST | 40,369 | $2.1B | 1.64% | |
| 12 | SPEMSPDR INDEX SHS FDS | 42,674 | $2.0B | 1.54% | |
| 13 | VTIVANGUARD INDEX FDS | 4,416 | $1.5B | 1.14% | |
| 14 | IUSBISHARES TR | 27,521 | $1.3B | 0.99% | |
| 15 | DFGPDIMENSIONAL ETF TRUST | 16,541 | $894.0M | 0.69% | |
| 16 | VTVANGUARD INTL EQUITY INDEX F | 6,150 | $867.0M | 0.67% | |
| 17 | AGGISHARES TR | 8,651 | $864.0M | 0.67% | |
| 18 | SPYSPDR S&P 500 ETF TR | 1,209 | $824.0M | 0.63% | |
| 19 | IAGGISHARES TR | 14,032 | $701.0M | 0.54% | |
| 20 | NDQINVESCO QQQ TR | 1,050 | $645.0M | 0.50% | |
| 21 | EFAISHARES TR | 6,590 | $632.0M | 0.49% | |
| 22 | SUSLISHARES TR | 4,019 | $487.0M | 0.38% | |
| 23 | RBLXROBLOX CORP | 4,458 | $361.0M | 0.28% | |
| 24 | VGTVANGUARD WORLD FD | 461 | $347.0M | 0.27% | |
| 25 | ABNBAIRBNB INC | 2,143 | $290.0M | 0.22% | |
| 26 | AOAISHARES TR | 2,908 | $260.0M | 0.20% | |
| 27 | ESGDISHARES TR | 2,731 | $259.0M | 0.20% | |
| 28 | DFGRDIMENSIONAL ETF TRUST | 9,349 | $247.0M | 0.19% | |
| 29 | VEAVANGUARD TAX-MANAGED FDS | 3,373 | $210.0M | 0.16% | |
| 30 | JMSIJ P MORGAN EXCHANGE TRADED F | 4,173 | $210.0M | 0.16% |