Wrenne Financial Planning LLC
CIK: 0002023054SEC EDGAR →
Portfolio Value
$245.8M
Holdings
51
As of
Q4 2025
New Positions
50
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 156,885 | $52.6M | 21.40% |
| 2 | VANGUARD INTL EQUITY INDEX F | 545,724 | $40.1M | 16.33% |
| 3 | SPDR SERIES TRUST | 196,346 | $17.9M | 7.27% |
| 4 | VANGUARD INDEX FDS | 199,732 | $17.7M | 7.19% |
| 5 | VANGUARD BD INDEX FDS | 195,481 | $14.5M | 5.89% |
| 6 | VANGUARD INTL EQUITY INDEX F | 239,134 | $12.9M | 5.23% |
| 7 | VANGUARD STAR FDS | 159,862 | $12.1M | 4.91% |
| 8 | SCHWAB STRATEGIC TR | 387,626 | $10.2M | 4.14% |
| 9 | SPDR INDEX SHS FDS | 225,893 | $10.0M | 4.08% |
| 10 | VANGUARD INDEX FDS | 43,943 | $9.3M | 3.79% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $237.7M | 96.7% |
| Technology | 3 | $5.9M | 2.4% |
| Communication Services | 1 | $609K | 0.2% |
| Unknown | 1 | $571K | 0.2% |
| Consumer Cyclical | 1 | $314K | 0.1% |
| Industrials | 1 | $277K | 0.1% |
| Energy | 1 | $216K | 0.1% |
| Healthcare | 1 | $212K | 0.1% |