Fee-Only Financial Planning, L.C.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Okatie, SC
CIK
0001954044
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 40 156,098 VUG, VTV, VO, VBR 13F-HR 11/4/2024 000195404424000007
Q2 2024 40 148,549 VUG, VTV, VO, VBR 13F-HR 8/5/2024 000195404424000006
Q1 2024 41 148,172 VUG, VTV, VO, VBR 13F-HR 4/25/2024 000195404424000005
Q4 2023 41 138,452 VUG, VTV, VO, VBR 13F-HR 2/5/2024 000195404424000001
Q3 2023 40 124,114 VUG, VTV, VO, VBR RESTATEMENT 4/22/2024 000195404424000004
Q2 2023 43 130,977 VUG, VTV, VO, VBR RESTATEMENT 4/22/2024 000195404424000003
Q1 2023 42 123,145 VUG, VTV, VO, VBR RESTATEMENT 4/22/2024 000195404424000002
Q4 2022 40 119,363 VUG, VTV, VO, VBR 13F-HR 2/3/2023 000195404423000001
Additional filings from Fee-Only Financial Planning, L.C. that have since been restated