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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
+4.79%
1 Year Est. Return
+12.72%
3 Year Est. Return
+31.56%
5 Year Est. Return
+23.25%
10 Year Est. Return
–
AUM
$320M
AUM Growth
–
Cap. Flow
+$315M
Cap. Flow
% of AUM
98.69%
Top 10 Holdings %
Top 10 Hldgs %
74.03%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$39.5M |
| 2 |
Vanguard Total Bond Market
BND
|
+$39.4M |
| 3 |
Vanguard Morningstar Growth ETF
VUG
|
+$34M |
| 4 |
Vanguard Morningstar Value ETF
VTV
|
+$30.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$24M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 1.73% |
| 2 | Consumer Discretionary | 1.24% |
| 3 | Healthcare | 0.99% |
| 4 | Financials | 0.98% |
| 5 | Energy | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares US Equity Factor ETF
LRGF
$3.68B
| $1.5M | 0.47% |
+34,943
| New | +$1.48M |
|
27
Dimensional US Core Equity 2 ETF
DFAC
$49.1B
| $1.22M | 0.38% |
+45,283
| New | +$1.2M |
|
28
Edwards Lifesciences
EW
$51.5B
| $1.2M | 0.38% |
+11,584
| New | +$1.09M |
|
29
Amazon
AMZN
$2.94T
| $1.17M | 0.37% |
+6,820
| New | +$1.13M |
|
30
Vanguard Morningstar Large-Cap ETF
VV
$54B
| $1.13M | 0.35% |
+5,644
| New | +$1.1M |
|
31
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
| $1.08M | 0.34% |
+4,806
| New | +$1.07M |
|
32
Vanguard FTSE All-World ex-US ETF
VEU
$67.8B
| $1.07M | 0.33% |
+16,821
| New | +$1.06M |
|
33
Apple
AAPL
$4.56T
| $1.03M | 0.32% |
+7,500
| New | +$972K |
|
34
ExxonMobil
XOM
$642B
| $1.02M | 0.32% |
+16,095
| New | +$961K |
|
35
Ferguson
FERG
$49.1B
| $986K | 0.31% |
+7,064
| New | +$938K |
|
36
iShares MSCI EAFE ETF
EFA
$79.4B
| $926K | 0.29% |
+11,734
| New | +$932K |
|
37
Dimensional US Targeted Value ETF
DFAT
$14.7B
| $922K | 0.29% |
+20,576
| New | +$924K |
|
38
UDR
UDR
$12.3B
| $824K | 0.26% |
+16,829
| New | +$792K |
|
39
iShares Russell 1000 Growth ETF
IWF
$127B
| $786K | 0.25% |
+11,584
| New | +$747K |
|
40
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.17B
| $784K | 0.25% |
+8,831
| New | +$770K |
|
41
Capital One
COF
$135B
| $654K | 0.2% |
+4,228
| New | +$638K |
|
42
CSX Corp
CSX
$93.9B
| $547K | 0.17% |
+17,052
| New | +$562K |
|
43
CVS Health
CVS
$123B
| $521K | 0.16% |
+6,248
| New | +$512K |
|
44
iShares Core S&P 500 ETF
IVV
$897B
| $518K | 0.16% |
+1,205
| New | +$505K |
|
45
GE Aerospace
GE
$389B
| $515K | 0.16% |
+7,670
| New | +$512K |
|
46
Danaher
DHR
$141B
| $503K | 0.16% |
+2,115
| New | +$469K |
|
47
iShares S&P 500 Growth ETF
IVW
$77B
| $497K | 0.16% |
+6,840
| New | +$473K |
|
48
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.1B
| $497K | 0.16% |
+7,888
| New | +$473K |
|
49
Steel Dynamics
STLD
$37.5B
| $468K | 0.15% |
+7,844
| New | +$460K |
|
50
Vanguard Total Corporate Bond ETF
VTC
$1.72B
| $437K | 0.14% |
+4,750
| New | +$430K |
|
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CCP
Partners in Financial Planning's Q2 2021 Portfolio in Review
Q2 2021 is the first quarter with a 13F filing on record for Partners in Financial Planning, which disclosed 92 positions worth $320M. Its ten largest holdings account for 74% of the portfolio.
Its largest position is Vanguard Total International Bond ETF: 693,276 shares worth $39.6M.
By sector, the portfolio is most concentrated in Industrials at 1.7% of assets, followed by Consumer Discretionary and Healthcare.
- Partners in Financial Planning's largest Q2 2021 buy was Vanguard Total International Bond ETF: 693,276 shares worth $39.6M.
- Partners in Financial Planning's ten largest holdings make up 74% of its $320M portfolio in Q2 2021.
- Partners in Financial Planning disclosed 92 positions in Q2 2021, its first 13F filing on record.
Based on Partners in Financial Planning's 13F filing for Q2 2021, filed 5 May 2025.