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

Page 2 of 6

Sort by:

46435G672

Shares:59.4K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$497.6M)

922908652

VXF|922908652

Shares:16.1K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$497.6M)

921935607

Shares:20.6K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$497.6M)

78464A409

SPYG|78464A409

Shares:31.8K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$497.6M)

78463X509

Shares:64.1K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$497.6M)

78464A508

SPYV|78464A508

Shares:47.2K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$497.6M)

922908637

VV|922908637

Shares:8.9K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$497.6M)

78464A649

Shares:81.9K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$497.6M)

78464A300

Shares:26.1K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$497.6M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:8.4K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$497.6M)

922042775

VEU|922042775

Shares:28.8K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$497.6M)

922908751

VB|922908751

Shares:7.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$497.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:12.6K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$497.6M)

78468R101

Shares:49.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$497.6M)

Apple Inc.

AAPL|037833100

Shares:6.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$497.6M)

464287614

IWF|464287614

Shares:3.8K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$497.6M)

921937819

BIV|921937819

Shares:17.8K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$497.6M)

922042676

VNQI|922042676

Shares:30.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$497.6M)

Ferguson Enterprises Inc. /DE/

FERG|31488V107

Shares:7.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$497.6M)

921909768

VXUS|921909768

Shares:18.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$497.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G672)✕	59.4K	QoQ +10.78% (+5.8K) YoY +61.66% (+22.6K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$497.6M)	QoQ +10.93% (+$292.6K) YoY +61.79% (+$1.1M)
(VXFcusip922908652)	16.1K	QoQ -4.07% (-686) YoY -7.96% (-1.4K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$497.6M)	QoQ -13.01% (-$416.3K) YoY -9.54% (-$293.6K)
(cusip921935607)✕	20.6K	QoQ -1.35% (-284) YoY -2.02% (-427)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$497.6M)	QoQ -4.58% (-$125.1K) YoY -2.47% (-$66.0K)
(SPYGcusip78464A409)	31.8K	QoQ -2.46% (-804) YoY -12.63% (-4.6K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$497.6M)	QoQ -10.82% (-$309.9K) YoY -4.01% (-$106.7K)
(cusip78463X509)✕	64.1K	QoQ 0.00% (+0) YoY +1.94% (+1.2K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$497.6M)	QoQ +2.60% (+$64.1K) YoY +10.90% (+$248.2K)
(SPYVcusip78464A508)	47.2K	QoQ +0.26% (+127) YoY -21.66% (-13.1K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$497.6M)	QoQ +0.13% (+$3.2K) YoY -20.15% (-$609.0K)
(VVcusip922908637)	8.9K	QoQ +0.14% (-13) YoY +19.93% (+1.5K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$497.6M)	QoQ -4.55% (-$108.7K) YoY +28.57% (+$506.3K)
(cusip78464A649)✕	81.9K	QoQ -12.20% (-11.4K) YoY +5.41% (+4.2K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$497.6M)	QoQ -10.26% (-$239.4K) YoY +6.50% (+$127.7K)
(cusip78464A300)✕	26.1K	QoQ +2.07% (-529) YoY +11.11% (+2.6K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$497.6M)	QoQ -8.28% (-$184.6K) YoY +5.00% (+$97.3K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	8.4K	QoQ 0.00% (+0) YoY -28.05% (-3.3K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$497.6M)	QoQ +0.91% (+$18.1K) YoY -33.13% (-$986.4K)
(VEUcusip922042775)	28.8K	QoQ -1.88% (-552) YoY +24.28% (+5.6K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$497.6M)	QoQ +3.67% (-$61.8K) YoY +28.54% (+$387.6K)
(VBcusip922908751)	7.0K	QoQ +0.15% (-11) YoY +0.22% (-16)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$497.6M)	QoQ -7.56% (-$126.6K) YoY -2.76% (-$44.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	12.6K	QoQ +0.57% (+72) YoY +0.45% (+57)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$497.6M)	QoQ +11.19% (+$151.1K) YoY +2.77% (+$40.6K)
(cusip78468R101)✕	49.9K	QoQ -1.99% (-1.0K) YoY -12.02% (-6.8K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$497.6M)	QoQ -1.22% (-$18.0K) YoY -11.04% (-$181.3K)
Apple Inc.(AAPLcusip037833100)	6.5K	QoQ 0.00% (-0) YoY -13.92% (-1.1K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$497.6M)	QoQ -11.29% (-$184.6K) YoY +11.50% (-$149.6K)
(IWFcusip464287614)	3.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$497.6M)	QoQ -10.07% (-$155.4K) YoY +7.13% (+$92.4K)
(BIVcusip921937819)	17.8K	QoQ -5.10% (-959) YoY -2.45% (-449)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$497.6M)	QoQ -2.77% (-$38.9K) YoY -0.94% (-$13.0K)
(VNQIcusip922042676)	30.4K	QoQ -2.86% (-896) YoY -7.11% (-2.3K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$497.6M)	QoQ -0.61% (-$7.6K) YoY -10.78% (-$148.9K)
Ferguson Enterprises Inc. /DE/(FERGcusip31488V107)	7.5K	QoQ +14.01% (+920) YoY +12.46% (-830)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$497.6M)	QoQ +5.24% (+$59.8K) YoY -17.49% (-$254.4K)
(VXUScusip921909768)	18.8K	QoQ +1.07% (+200) YoY +7.52% (+1.3K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$497.6M)	QoQ +6.50% (+$71.5K) YoY +10.73% (+$113.4K)