PIFP

Partners in Financial Planning Portfolio holdings

AUM $542M
1-Year Est. Return 10.19%
This Quarter Est. Return
1 Year Est. Return
+10.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.55M
3
+$2.39M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.6M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.32M

Top Sells

1
+$2.28M
2
+$1.11M
3
+$654K
4
FERG icon
Ferguson
FERG
+$551K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$323K

Sector Composition

1 Industrials 1.02%
2 Consumer Discretionary 0.71%
3 Healthcare 0.62%
4 Energy 0.61%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
1
Vanguard Total Bond Market
BND
$137B
$66.3M 12.22%
900,028
+34,570
VUG icon
2
Vanguard Growth ETF
VUG
$203B
$62.3M 11.49%
142,109
-2,538
VTV icon
3
Vanguard Value ETF
VTV
$147B
$53.1M 9.8%
300,550
-3,702
BNDX icon
4
Vanguard Total International Bond ETF
BNDX
$69.8B
$50.5M 9.32%
1,020,401
+48,325
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$179B
$44.4M 8.19%
778,594
-39,943
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$38.9B
$35.3M 6.51%
448,864
+16,715
VBR icon
7
Vanguard Small-Cap Value ETF
VBR
$31.1B
$19.6M 3.62%
100,573
+2,185
VBK icon
8
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$18.4M 3.4%
66,568
+1,389
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$15.1M 2.79%
305,905
-6,535
VSS icon
10
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.87B
$14.4M 2.65%
107,052
+709
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$33.4B
$13.7M 2.52%
153,331
+2,268
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$11.7M 2.15%
238,192
+21,092
SPDW icon
13
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.8B
$11.6M 2.14%
286,814
+72,873
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$556B
$11M 2.03%
36,169
+34
SUB icon
15
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$9.72M 1.79%
91,451
+7,178
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.8B
$6.66M 1.23%
80,364
+57
VOO icon
17
Vanguard S&P 500 ETF
VOO
$777B
$6.03M 1.11%
10,616
-14
MUB icon
18
iShares National Muni Bond ETF
MUB
$40.3B
$4.65M 0.86%
44,517
-685
SPYG icon
19
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
$4.12M 0.76%
43,245
+11,490
SPYV icon
20
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.1B
$4.07M 0.75%
77,848
+30,605
VO icon
21
Vanguard Mid-Cap ETF
VO
$88B
$4M 0.74%
14,308
SCZ icon
22
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$3.71M 0.68%
50,997
+2,723
VXF icon
23
Vanguard Extended Market ETF
VXF
$24.7B
$3.12M 0.57%
16,167
+21
SPEM icon
24
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$2.96M 0.55%
69,372
+5,246
IAGG icon
25
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$2.94M 0.54%
57,565
-1,793
1
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