Wrenne Financial Planning LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$188.2B
Holdings
45
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 153,814 | $42.3B | 22.46% | |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 495,019 | $30.0B | 15.95% | |
| 3 | SLYVSPDR SER TR | 191,798 | $15.0B | 7.99% | |
| 4 | BNDVANGUARD BD INDEX FDS | 179,036 | $13.2B | 6.99% | |
| 5 | VNQVANGUARD INDEX FDS | 143,455 | $13.0B | 6.90% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 196,023 | $8.9B | 4.71% | |
| 7 | VXUSVANGUARD STAR FDS | 141,346 | $8.8B | 4.66% | |
| 8 | MUBISHARES TR | 67,814 | $7.2B | 3.80% | |
| 9 | SPDWSPDR INDEX SHS FDS | 188,006 | $6.8B | 3.64% | |
| 10 | SCHBSCHWAB STRATEGIC TR | 253,460 | $5.5B | 2.90% | |
| 11 | VBRVANGUARD INDEX FDS | 28,350 | $5.3B | 2.81% | |
| 12 | SPEMSPDR INDEX SHS FDS | 101,539 | $4.0B | 2.12% | |
| 13 | AAPLAPPLE INC | 16,447 | $3.7B | 1.94% | |
| 14 | VTEBVANGUARD MUN BD FDS | 49,393 | $2.5B | 1.30% | |
| 15 | SPYVSPDR SER TR | 43,677 | $2.2B | 1.19% | |
| 16 | SPYGSPDR SER TR | 27,108 | $2.2B | 1.16% | |
| 17 | SCHFSCHWAB STRATEGIC TR | 101,517 | $2.0B | 1.07% | |
| 18 | VBILVANGUARD INSTL INDEX FD | 26,518 | $2.0B | 1.06% | |
| 19 | VBKVANGUARD INDEX FDS | 7,134 | $1.8B | 0.95% | |
| 20 | SPTMSPDR SER TR | 25,254 | $1.7B | 0.91% | |
| 21 | SCHHSCHWAB STRATEGIC TR | 52,170 | $1.1B | 0.60% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 18,332 | $931.8M | 0.50% | |
| 23 | MSFTMICROSOFT CORP | 2,342 | $879.2M | 0.47% | |
| 24 | VTIPVANGUARD MALVERN FDS | 16,024 | $799.6M | 0.42% | |
| 25 | SPABSPDR SER TR | 28,946 | $739.3M | 0.39% | |
| 26 | VOOVANGUARD INDEX FDS | 1,136 | $583.8M | 0.31% | |
| 27 | NDQINVESCO QQQ TR | 1,032 | $483.9M | 0.26% | |
| 28 | AJGGALLAGHER ARTHUR J & CO | 1,155 | $398.8M | 0.21% | |
| 29 | AMZNAMAZON COM INC | 1,828 | $347.8M | 0.18% | |
| 30 | VTVVANGUARD INDEX FDS | 1,962 | $338.9M | 0.18% | |
| 31 | AVGOBROADCOM INC | 1,819 | $304.6M | 0.16% | |
| 32 | GOOGALPHABET INC | 1,931 | $301.7M | 0.16% | |
| 33 | JPMJPMORGAN CHASE & CO. | 1,197 | $293.6M | 0.16% | |
| 34 | SCHASCHWAB STRATEGIC TR | 12,530 | $293.6M | 0.16% | |
| 35 | USRTISHARES TR | 4,951 | $285.2M | 0.15% | |
| 36 | VIGVANGUARD SPECIALIZED FUNDS | 1,405 | $272.6M | 0.14% | |
| 37 | SLYGSPDR SER TR | 3,099 | $257.3M | 0.14% | |
| 38 | SPYSPDR S&P 500 ETF TR | 415 | $232.1M | 0.12% | |
| 39 | XOMEXXON MOBIL CORP | 1,822 | $216.8M | 0.12% | |
| 40 | HDHOME DEPOT INC | 587 | $215.4M | 0.11% | |
| 41 | ARESARES MANAGEMENT CORPORATION | 1,449 | $212.5M | 0.11% | |
| 42 | VVISA INC | 605 | $212.0M | 0.11% | |
| 43 | DESWISDOMTREE TR | 6,504 | $207.9M | 0.11% | |
| 44 | DGROISHARES TR | 3,340 | $206.3M | 0.11% | |
| 45 | SDYSPDR SER TR | 1,480 | $200.8M | 0.11% |