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PIFP

Partners in Financial Planning Portfolio holdings

AUM $603M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.54M
3
+$1.09M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$940K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$918K

Top Sells

1
+$200K
2
+$146K
3
+$140K
4
AAPL icon
Apple
AAPL
+$103K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.5K

Sector Composition

1 Industrials 1.15%
2 Energy 0.83%
3 Technology 0.66%
4 Consumer Discretionary 0.62%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
1
Vanguard Total Bond Market
BND
$158B
$77.1M 12.78%
1,046,572
+62,257
VTV icon
2
Vanguard Value ETF
VTV
$186B
$60.3M 10%
307,188
+2,311
VUG icon
3
Vanguard Growth ETF
VUG
$215B
$59.6M 9.88%
818,076
+13,968
BNDX icon
4
Vanguard Total International Bond ETF
BNDX
$82.5B
$59.4M 9.85%
1,236,589
+73,107
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$229B
$50.6M 8.39%
789,474
+12,009
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$45.2B
$37.4M 6.21%
477,374
+11,945
VBR icon
7
Vanguard Small-Cap Value ETF
VBR
$36.6B
$22.1M 3.67%
101,889
+280
VBK icon
8
Vanguard Small-Cap Growth ETF
VBK
$24B
$20.2M 3.35%
66,835
+789
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$16.5M 2.74%
305,861
-1,402
VSS icon
10
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$15.4M 2.56%
105,728
-928
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$37.6B
$14M 2.32%
157,522
+1,786
SPDW icon
12
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.1B
$13.2M 2.2%
289,975
-431
VTEB icon
13
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45B
$11.8M 1.96%
236,605
+6,419
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$645B
$11.3M 1.87%
35,101
-434
SUB icon
15
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$10.9M 1.81%
102,201
+1,961
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
$8.06M 1.34%
97,374
+3,540
MUB icon
17
iShares National Muni Bond ETF
MUB
$45.6B
$6.83M 1.13%
64,347
+8,534
VOO icon
18
Vanguard S&P 500 ETF
VOO
$967B
$6.52M 1.08%
10,919
+344
SPYG icon
19
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.2B
$4.19M 0.7%
42,827
-102
VO icon
20
Vanguard Mid-Cap ETF
VO
$105B
$4.04M 0.67%
56,320
-328
SPYV icon
21
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$3.97M 0.66%
70,158
+193
SCZ icon
22
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$3.91M 0.65%
49,851
-537
SPEM icon
23
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$3.34M 0.55%
71,261
+2,894
VXF icon
24
Vanguard Extended Market ETF
VXF
$30.5B
$3.29M 0.55%
15,971
+56
IAGG icon
25
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$3.1M 0.51%
62,001
+2,562
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