Wrenne Financial Planning LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$175.8B
Holdings
41
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 143,103 | $41.5B | 23.59% | |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 454,642 | $26.1B | 14.85% | |
| 3 | SLYVSPDR SER TR | 176,756 | $15.4B | 8.77% | |
| 4 | VNQVANGUARD INDEX FDS | 130,712 | $11.6B | 6.62% | |
| 5 | BNDVANGUARD BD INDEX FDS | 158,698 | $11.4B | 6.49% | |
| 6 | VXUSVANGUARD STAR FDS | 132,620 | $7.8B | 4.45% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 175,710 | $7.7B | 4.40% | |
| 8 | MUBISHARES TR | 65,678 | $7.0B | 3.98% | |
| 9 | SPDWSPDR INDEX SHS FDS | 184,766 | $6.3B | 3.59% | |
| 10 | SCHBSCHWAB STRATEGIC TR | 245,939 | $5.6B | 3.18% | |
| 11 | VBRVANGUARD INDEX FDS | 26,101 | $5.2B | 2.94% | |
| 12 | AAPLAPPLE INC | 16,367 | $4.1B | 2.33% | |
| 13 | SPEMSPDR INDEX SHS FDS | 101,843 | $3.9B | 2.22% | |
| 14 | SPYGSPDR SER TR | 27,259 | $2.4B | 1.36% | |
| 15 | VTEBVANGUARD MUN BD FDS | 47,295 | $2.4B | 1.35% | |
| 16 | SPYVSPDR SER TR | 45,216 | $2.3B | 1.32% | |
| 17 | VBKVANGUARD INDEX FDS | 7,044 | $2.0B | 1.12% | |
| 18 | SPTMSPDR SER TR | 25,324 | $1.8B | 1.03% | |
| 19 | SCHFSCHWAB STRATEGIC TR | 95,205 | $1.8B | 1.00% | |
| 20 | SCHHSCHWAB STRATEGIC TR | 49,063 | $1.0B | 0.59% | |
| 21 | MSFTMICROSOFT CORP | 2,251 | $948.8M | 0.54% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 18,332 | $876.7M | 0.50% | |
| 23 | VTIPVANGUARD MALVERN FDS | 15,962 | $772.9M | 0.44% | |
| 24 | SPABSPDR SER TR | 22,804 | $569.9M | 0.32% | |
| 25 | VOOVANGUARD INDEX FDS | 832 | $448.3M | 0.26% | |
| 26 | NDQINVESCO QQQ TR | 862 | $440.7M | 0.25% | |
| 27 | AVGOBROADCOM INC | 1,797 | $416.6M | 0.24% | |
| 28 | AMZNAMAZON COM INC | 1,760 | $386.2M | 0.22% | |
| 29 | SLYGSPDR SER TR | 4,053 | $366.2M | 0.21% | |
| 30 | GOOGALPHABET INC | 1,921 | $365.8M | 0.21% | |
| 31 | AJGGALLAGHER ARTHUR J & CO | 1,153 | $327.3M | 0.19% | |
| 32 | SCHASCHWAB STRATEGIC TR | 12,131 | $313.7M | 0.18% | |
| 33 | JPMJPMORGAN CHASE & CO. | 1,234 | $295.8M | 0.17% | |
| 34 | VIGVANGUARD SPECIALIZED FUNDS | 1,405 | $275.1M | 0.16% | |
| 35 | USRTISHARES TR | 4,570 | $261.9M | 0.15% | |
| 36 | ARESARES MANAGEMENT CORPORATION | 1,449 | $256.6M | 0.15% | |
| 37 | VTVVANGUARD INDEX FDS | 1,483 | $251.1M | 0.14% | |
| 38 | HDHOME DEPOT INC | 586 | $227.8M | 0.13% | |
| 39 | DESWISDOMTREE TR | 6,505 | $223.4M | 0.13% | |
| 40 | ITOTISHARES TR | 1,709 | $219.9M | 0.13% | |
| 41 | DGROISHARES TR | 3,340 | $204.9M | 0.12% |