Partners-In-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "AVGO",
  "LOW",
  "COF",
  null,
  "FERG",
  "MCD",
  "UNP",
  "MUB",
  "META",
  null,
  "NKSH",
  "IVW",
  "IJH",
  null,
  "ICF",
  "IWS",
  "MSFT",
  "GE",
  "HES",
  "IJR",
  "IWD",
  null,
  "EEM",
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "PFE",
  "PG",
  "IEFA",
  null,
  "RTX",
  "SPDW",
  null,
  "SPYG",
  null,
  "STLD",
  "TFC",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "VWO",
  "VSS",
  "VCIT",
  null,
  "EW",
  "IWP",
  "CAH",
  null,
  "AMZN",
  "IVE",
  "TPL",
  "VEU",
  "VUG",
  "VEA",
  "VNQI",
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WMB",
  null,
  "NSC",
  "SO",
  null,
  null,
  "GEV",
  "SPYV",
  "UDR",
  "BRK-B",
  "CARE",
  "CVX",
  "CVS",
  "CSX",
  "DHR",
  "DFAX",
  "DFAC",
  null,
  "EFA",
  "NKE",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "PM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 101
Total Value: 497624175
Accession Number: 0002054264-25-000011
Form Type: 13F-HR
CIK: partners-in-financial-planning
Manager Name: Partners-In-Financial-Planning

Data Enrichment

86% identified

87 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $497.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921937835

BND|921937835

Shares:865.5K

Value:$63.6M

% of Portfolio:12.8% ($63.6M/$497.6M)

922908736

VUG|922908736

Shares:144.6K

Value:$53.6M

% of Portfolio:10.8% ($53.6M/$497.6M)

922908744

VTV|922908744

Shares:304.3K

Value:$52.6M

% of Portfolio:10.6% ($52.6M/$497.6M)

92203J407

BNDX|92203J407

Shares:972.1K

Value:$47.5M

% of Portfolio:9.5% ($47.5M/$497.6M)

921943858

VEA|921943858

Shares:818.5K

Value:$41.6M

% of Portfolio:8.4% ($41.6M/$497.6M)

921937827

BSV|921937827

Shares:432.1K

Value:$33.8M

% of Portfolio:6.8% ($33.8M/$497.6M)

922908611

VBR|922908611

Shares:98.4K

Value:$18.3M

% of Portfolio:3.7% ($18.3M/$497.6M)

922908595

VBK|922908595

Shares:65.2K

Value:$16.4M

% of Portfolio:3.3% ($16.4M/$497.6M)

922042858

VWO|922042858

Shares:312.4K

Value:$14.1M

% of Portfolio:2.8% ($14.1M/$497.6M)

922908553

VNQ|922908553

Shares:151.1K

Value:$13.7M

% of Portfolio:2.7% ($13.7M/$497.6M)

922042718

VSS|922042718

Shares:106.3K

Value:$12.3M

% of Portfolio:2.5% ($12.3M/$497.6M)

922907746

VTEB|922907746

Shares:217.1K

Value:$10.8M

% of Portfolio:2.2% ($10.8M/$497.6M)

922908769

VTI|922908769

Shares:36.1K

Value:$9.9M

% of Portfolio:2.0% ($9.9M/$497.6M)

464288158

Shares:84.3K

Value:$8.9M

% of Portfolio:1.8% ($8.9M/$497.6M)

78463X889

SPDW|78463X889

Shares:213.9K

Value:$7.8M

% of Portfolio:1.6% ($7.8M/$497.6M)

92206C870

VCIT|92206C870

Shares:80.3K

Value:$6.6M

% of Portfolio:1.3% ($6.6M/$497.6M)

922908363

VOO|922908363

Shares:10.6K

Value:$5.5M

% of Portfolio:1.1% ($5.5M/$497.6M)

464288414

MUB|464288414

Shares:45.2K

Value:$4.8M

% of Portfolio:1.0% ($4.8M/$497.6M)

922908629

VO|922908629

Shares:14.3K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$497.6M)

464288273

Shares:48.3K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$497.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	865.5K	QoQ +1.35% (+11.6K) YoY +28.06% (+189.7K)	All Managers (Combined)	$63.6M	12.8% ($63.6M/$497.6M)	QoQ +3.52% (+$2.2M) YoY +29.51% (+$14.5M)
(VUGcusip922908736)	144.6K	QoQ +0.72% (-1.0K) YoY -1.93% (-2.8K)	All Managers (Combined)	$53.6M	10.8% ($53.6M/$497.6M)	QoQ -8.99% (-$5.3M) YoY +5.65% (-$2.9M)
(VTVcusip922908744)	304.3K	QoQ +3.29% (+9.7K) YoY +6.68% (+19.1K)	All Managers (Combined)	$52.6M	10.6% ($52.6M/$497.6M)	QoQ +5.39% (+$2.7M) YoY +13.16% (+$6.1M)
(BNDXcusip92203J407)	972.1K	QoQ +3.39% (+31.9K) YoY +18.42% (+151.3K)	All Managers (Combined)	$47.5M	9.5% ($47.5M/$497.6M)	QoQ +2.91% (+$1.3M) YoY +17.53% (+$7.1M)
(VEAcusip921943858)	818.5K	QoQ +7.11% (+54.4K) YoY +11.89% (+87.0K)	All Managers (Combined)	$41.6M	8.4% ($41.6M/$497.6M)	QoQ +13.85% (+$5.1M) YoY +13.36% (+$4.9M)
(BSVcusip921937827)	432.1K	QoQ +2.83% (+11.9K) YoY +17.46% (+64.3K)	All Managers (Combined)	$33.8M	6.8% ($33.8M/$497.6M)	QoQ +4.17% (+$1.4M) YoY +19.93% (+$5.6M)
(VBRcusip922908611)	98.4K	QoQ +5.02% (-4.7K) YoY +7.63% (+7.0K)	All Managers (Combined)	$18.3M	3.7% ($18.3M/$497.6M)	QoQ -1.27% (-$236.3K) YoY +4.50% (+$789.7K)
(VBKcusip922908595)	65.2K	QoQ +3.11% (-2.0K) YoY +1.39% (-896)	All Managers (Combined)	$16.4M	3.3% ($16.4M/$497.6M)	QoQ -7.30% (-$1.3M) YoY -2.08% (-$349.9K)
(VWOcusip922042858)	312.4K	QoQ +4.51% (+13.5K) YoY +11.39% (+32.0K)	All Managers (Combined)	$14.1M	2.8% ($14.1M/$497.6M)	QoQ +7.40% (+$975.1K) YoY +20.69% (+$2.4M)
(VNQcusip922908553)	151.1K	QoQ +2.21% (+3.3K) YoY -0.32% (-492)	All Managers (Combined)	$13.7M	2.7% ($13.7M/$497.6M)	QoQ +3.87% (+$509.6K) YoY +4.33% (-$568.2K)
(VSScusip922042718)	106.3K	QoQ +4.21% (+4.3K) YoY +7.85% (+7.7K)	All Managers (Combined)	$12.3M	2.5% ($12.3M/$497.6M)	QoQ +5.23% (+$611.1K) YoY +6.70% (+$772.8K)
(VTEBcusip922907746)	217.1K	QoQ +3.88% (+8.1K) YoY -1.33% (-2.9K)	All Managers (Combined)	$10.8M	2.2% ($10.8M/$497.6M)	QoQ +2.82% (+$296.3K) YoY -3.24% (-$361.6K)
(VTIcusip922908769)	36.1K	QoQ +0.43% (-158) YoY +11.79% (+3.8K)	All Managers (Combined)	$9.9M	2.0% ($9.9M/$497.6M)	QoQ -4.74% (-$495.0K) YoY +18.21% (+$1.5M)
(cusip464288158)✕	84.3K	QoQ -0.81% (-689) YoY +2.46% (+2.0K)	All Managers (Combined)	$8.9M	1.8% ($8.9M/$497.6M)	QoQ -0.69% (-$62.5K) YoY +3.32% (+$286.1K)
(SPDWcusip78463X889)	213.9K	QoQ -0.61% (-1.3K) YoY -7.52% (-17.4K)	All Managers (Combined)	$7.8M	1.6% ($7.8M/$497.6M)	QoQ +6.02% (-$442.6K) YoY -6.05% (-$501.9K)
(VCITcusip92206C870)	80.3K	QoQ +18.01% (+12.3K) YoY +55.40% (+28.6K)	All Managers (Combined)	$6.6M	1.3% ($6.6M/$497.6M)	QoQ +20.20% (+$1.1M) YoY +57.81% (+$2.4M)
(VOOcusip922908363)	10.6K	QoQ +0.12% (-13) YoY -15.18% (-1.9K)	All Managers (Combined)	$5.5M	1.1% ($5.5M/$497.6M)	QoQ -4.50% (-$257.6K) YoY -9.32% (-$561.8K)
(MUBcusip464288414)	45.2K	QoQ +27.26% (+9.7K) YoY +37.00% (+12.2K)	All Managers (Combined)	$4.8M	1.0% ($4.8M/$497.6M)	QoQ +25.93% (+$981.7K) YoY +34.25% (+$1.2M)
(VOcusip922908629)	14.3K	QoQ +0.33% (-48) YoY -1.46% (-212)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$497.6M)	QoQ -1.75% (-$66.0K) YoY +1.99% (-$72.4K)
(cusip464288273)✕	48.3K	QoQ +0.02% (+10) YoY +1.21% (+578)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$497.6M)	QoQ +4.64% (+$136.2K) YoY +1.57% (+$47.6K)