Wrenne Financial Planning LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$233.9B
Holdings
50
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 151,631 | $49.8B | 21.27% | |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 519,349 | $37.1B | 15.85% | |
| 3 | VNQVANGUARD INDEX FDS | 183,663 | $16.8B | 7.18% | |
| 4 | SLYVSPDR SERIES TRUST | 187,488 | $16.6B | 7.11% | |
| 5 | BNDVANGUARD BD INDEX FDS | 190,282 | $14.2B | 6.05% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 224,759 | $12.2B | 5.21% | |
| 7 | VXUSVANGUARD STAR FDS | 159,063 | $11.7B | 5.00% | |
| 8 | SPDWSPDR INDEX SHS FDS | 227,242 | $9.7B | 4.16% | |
| 9 | SCHBSCHWAB STRATEGIC TR | 375,640 | $9.7B | 4.13% | |
| 10 | VBRVANGUARD INDEX FDS | 43,159 | $9.0B | 3.85% | |
| 11 | MUBISHARES TR | 58,886 | $6.3B | 2.68% | |
| 12 | SPEMSPDR INDEX SHS FDS | 113,979 | $5.3B | 2.28% | |
| 13 | VTEBVANGUARD MUN BD FDS | 92,850 | $4.6B | 1.99% | |
| 14 | AAPLAPPLE INC | 16,146 | $4.1B | 1.76% | |
| 15 | SPYGSPDR SERIES TRUST | 29,217 | $3.1B | 1.31% | |
| 16 | SCHFSCHWAB STRATEGIC TR | 122,320 | $2.8B | 1.22% | |
| 17 | SPYVSPDR SERIES TRUST | 44,072 | $2.4B | 1.04% | |
| 18 | VBILVANGUARD INSTL INDEX FD | 26,596 | $2.0B | 0.86% | |
| 19 | SPTMSPDR SERIES TRUST | 24,410 | $2.0B | 0.84% | |
| 20 | SCHHSCHWAB STRATEGIC TR | 72,232 | $1.6B | 0.67% | |
| 21 | MSFTMICROSOFT CORP | 2,366 | $1.2B | 0.52% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 17,456 | $1.0B | 0.45% | |
| 23 | VBKVANGUARD INDEX FDS | 3,332 | $992.0M | 0.42% | |
| 24 | SPABSPDR SERIES TRUST | 36,701 | $948.7M | 0.41% | |
| 25 | VTWVVANGUARD SCOTTSDALE FDS | 5,977 | $931.6M | 0.40% | |
| 26 | AVGOBROADCOM INC | 1,844 | $608.4M | 0.26% | |
| 27 | USRTISHARES TR | 9,582 | $562.7M | 0.24% | |
| 28 | NDQINVESCO QQQ TR | 912 | $547.5M | 0.23% | |
| 29 | GOOGALPHABET INC | 1,935 | $471.5M | 0.20% | |
| 30 | VOOVANGUARD INDEX FDS | 710 | $434.8M | 0.19% | |
| 31 | SCHASCHWAB STRATEGIC TR | 13,481 | $376.1M | 0.16% | |
| 32 | JPMJPMORGAN CHASE & CO. | 1,159 | $365.6M | 0.16% | |
| 33 | AJGGALLAGHER ARTHUR J & CO | 1,155 | $357.8M | 0.15% | |
| 34 | VTVVANGUARD INDEX FDS | 1,643 | $306.4M | 0.13% | |
| 35 | VIGVANGUARD SPECIALIZED FUNDS | 1,405 | $303.2M | 0.13% | |
| 36 | SPYSPDR S&P 500 ETF TR | 447 | $297.8M | 0.13% | |
| 37 | AMZNAMAZON COM INC | 1,353 | $297.1M | 0.13% | |
| 38 | SLYGSPDR SERIES TRUST | 2,989 | $281.9M | 0.12% | |
| 39 | IEMGISHARES INC | 4,187 | $276.0M | 0.12% | |
| 40 | ITOTISHARES TR | 1,614 | $235.1M | 0.10% | |
| 41 | ARESARES MANAGEMENT CORPORATION | 1,449 | $231.8M | 0.10% | |
| 42 | CATCATERPILLAR INC | 484 | $231.3M | 0.10% | |
| 43 | DGROISHARES TR | 3,340 | $227.4M | 0.10% | |
| 44 | ABBVABBVIE INC | 930 | $215.4M | 0.09% | |
| 45 | DESWISDOMTREE TR | 6,346 | $213.8M | 0.09% | |
| 46 | VVISA INC | 617 | $210.6M | 0.09% | |
| 47 | SDYSPDR SERIES TRUST | 1,480 | $207.3M | 0.09% | |
| 48 | XOMEXXON MOBIL CORP | 1,800 | $203.1M | 0.09% | |
| 49 | VTIPVANGUARD MALVERN FDS | 3,995 | $202.3M | 0.09% | |
| 50 | IVWISHARES TR | 1,670 | $201.6M | 0.09% |