PIFP

Partners in Financial Planning Portfolio holdings

AUM $578M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$2.77M
3
+$855K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$722K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$694K

Top Sells

1
+$1.53M
2
+$657K
3
+$623K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$211K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$165K

Sector Composition

1 Industrials 1.15%
2 Consumer Discretionary 0.74%
3 Technology 0.7%
4 Energy 0.62%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
1
Vanguard Total Bond Market
BND
$144B
$71.8M 12.41%
965,626
+65,598
VUG icon
2
Vanguard Growth ETF
VUG
$199B
$66.6M 11.52%
138,916
-3,193
VTV icon
3
Vanguard Value ETF
VTV
$156B
$56.2M 9.72%
301,476
+926
BNDX icon
4
Vanguard Total International Bond ETF
BNDX
$73.7B
$53.2M 9.2%
1,076,345
+55,944
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$189B
$46.4M 8.03%
775,066
-3,528
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$41.5B
$36.1M 6.24%
457,164
+8,300
VBR icon
7
Vanguard Small-Cap Value ETF
VBR
$32.3B
$20.9M 3.62%
100,216
-357
VBK icon
8
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$19.7M 3.41%
66,338
-230
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$16.5M 2.85%
304,473
-1,432
VSS icon
10
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.61B
$15.1M 2.61%
105,931
-1,121
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$33.6B
$14.2M 2.46%
155,388
+2,057
SPDW icon
12
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.2B
$12.3M 2.12%
286,527
-287
VTI icon
13
Vanguard Total Stock Market ETF
VTI
$563B
$11.7M 2.02%
35,665
-504
VTEB icon
14
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$11.3M 1.95%
225,063
-13,129
SUB icon
15
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$10.5M 1.81%
97,955
+6,504
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.4B
$7.48M 1.29%
88,946
+8,582
VOO icon
17
Vanguard S&P 500 ETF
VOO
$816B
$6.5M 1.12%
10,610
-6
MUB icon
18
iShares National Muni Bond ETF
MUB
$41.5B
$5.38M 0.93%
50,484
+5,967
SPYG icon
19
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.6B
$4.47M 0.77%
42,781
-464
SPYV icon
20
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.4B
$4.32M 0.75%
78,150
+302
VO icon
21
Vanguard Mid-Cap ETF
VO
$89.9B
$4.15M 0.72%
14,113
-195
SCZ icon
22
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.3B
$3.91M 0.68%
50,954
-43
VXF icon
23
Vanguard Extended Market ETF
VXF
$24.9B
$3.36M 0.58%
16,029
-138
SPEM icon
24
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$3.22M 0.56%
68,714
-658
IAGG icon
25
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$2.99M 0.52%
58,343
+778
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