Partners in Financial Planning

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Salem, VA
CIK
0002054264
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 101 497,624 BND, VUG, VTV, BNDX 13F-HR 4/30/2025 000205426425000011
Q4 2024 107 490,247 BND, VUG, VTV, BNDX 13F-HR 2/12/2025 000205426425000002
Q3 2024 107 495,689 BND, VUG, VTV, BNDX 13F-HR 2/26/2025 000205426425000003
Q2 2024 104 460,118 VUG, BND, VTV, BNDX 13F-HR 2/26/2025 000205426425000004
Q1 2024 103 449,345 VUG, BND, VTV, BNDX 13F-HR 2/26/2025 000205426425000005
Q4 2023 103 426,039 BND, VUG, VTV, BNDX 13F-HR 2/26/2025 000205426425000006
Q3 2023 96 388,503 BND, VUG, VTV, BNDX 13F-HR 3/4/2025 000205426425000010
Q2 2023 94 392,708 BND, VUG, VTV, BNDX 13F-HR 2/26/2025 000205426425000008
Q1 2023 93 379,977 BND, VTV, VUG, BNDX 13F-HR 2/26/2025 000205426425000009
Q4 2022 90 361,302 BND, VTV, BNDX, VUG 13F-HR 5/5/2025 000205426425000013
Q3 2022 90 350,074 BND, VTV, BNDX, VUG 13F-HR 5/5/2025 000205426425000014
Q2 2022 94 314,594 BND, BNDX, VTV, VUG 13F-HR 5/5/2025 000205426425000015
Q1 2022 90 317,810 BND, BNDX, VTV, VUG 13F-HR 5/5/2025 000205426425000016
Q4 2021 92 326,822 BND, BNDX, VUG, VTV 13F-HR 5/5/2025 000205426425000017
Q3 2021 95 320,431 BND, BNDX, VUG, VTV 13F-HR 5/5/2025 000205426425000018
Q2 2021 92 319,541 BND, BNDX, VUG, VTV 13F-HR 5/5/2025 000205426425000019