Vested Financial Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
San Carlos, CA
CIK
0002044679
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
25
100,067
DFAC, DFAX, VOO, DFNM
13F-HR
4/29/2025
000108514625002456
Q4 2024
25
105,561
DFAC, DFAX, VOO, DFNM
13F-HR
1/28/2025
000108514625000585