Vilga Financial Planning LLC
CIK: 2083456SEC EDGAR →
Portfolio Value
$58.0B
Holdings
81
As of
Q1 2026
New Positions
81
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 299,407 | $18.7B | 32.24% |
| 2 | VANGUARD INTL EQUITY INDEX F | 94,993 | $5.1B | 8.80% |
| 3 | ISHARES TR | 63,273 | $4.2B | 7.20% |
| 4 | ISHARES TR | 44,042 | $3.9B | 6.79% |
| 5 | VANGUARD STAR FDS | 39,693 | $3.0B | 5.16% |
| 6 | VANGUARD SCOTTSDALE FDS | 29,676 | $3.0B | 5.09% |
| 7 | ISHARES TR | 55,220 | $2.8B | 4.81% |
| 8 | ISHARES INC | 37,310 | $2.5B | 4.32% |
| 9 | SCHWAB STRATEGIC TR | 77,508 | $2.1B | 3.54% |
| 10 | SCHWAB STRATEGIC TR | 61,668 | $1.5B | 2.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $52.8B | 90.9% |
| Unknown | 5 | $4.6B | 8.0% |
| Communication Services | 5 | $375.3M | 0.6% |
| Consumer Defensive | 3 | $233.7M | 0.4% |
| Technology | 8 | $12.9M | 0.0% |
| Consumer Cyclical | 5 | $4.0M | 0.0% |
| Healthcare | 6 | $2.1M | 0.0% |
| Industrials | 3 | $854K | 0.0% |
| Energy | 1 | $332K | 0.0% |