13F-HR filed by Vested Financial Planning, LLC
Vested Financial Planning, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-30, with 25 holding rows worth $100,067,914.
- Accession
- 0001085146-25-002456
- Filer
- CIK 2044679
- Filed
- 2025-04-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 25 entries on the cover page, a total value of $100,067,914 stated on the cover page (in dollars after the unit check, H1), rows summing to $100,067,914 with VALUE read as dollars as filed, 13F file number 028-24643. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 1,040,633 | $34,330,468 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 579,625 | $15,186,181 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 22,159 | $11,387,622 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 182,823 | $8,696,898 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 161,684 | $6,800,429 | dollars as filed | |
| SPDW | 78463X889 | COM | 130,548 | $4,753,269 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 85,568 | $4,245,887 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 13,978 | $2,407,881 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,696 | $2,375,902 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V575 | INTL COR FIX ETF | 43,332 | $2,264,097 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 38,748 | $1,525,519 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 18,251 | $841,017 | dollars as filed | |
| VTI | 922908769 | COM | 3,012 | $827,890 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 6,284 | $621,593 | dollars as filed | |
| SPY | 78462F103 | SHS | 967 | $541,134 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 10,199 | $509,840 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,050 | $492,366 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 5,013 | $409,751 | dollars as filed | |
| ISHARES TR | 46435U218 | ESG MSCI LEADR | 3,940 | $377,530 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 2,709 | $314,054 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 2,171 | $259,348 | dollars as filed | |
| VGT | 92204A702 | SHS | 461 | $250,037 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 8,484 | $222,790 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 2,676 | $218,596 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q815 | SUST MUNI IN ETF | 4,173 | $207,815 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-002456 | this filing | 2025-04-30 | acceptance time not in the bulk data set |