PIFP

Partners in Financial Planning Portfolio holdings

AUM $591M
1-Year Est. Return 12.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$591M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.39M
3
+$652K
4
VTV icon
Vanguard Value ETF
VTV
+$640K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$571K

Top Sells

1
+$2.38M
2
+$460K
3
+$251K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$236K
5
MO icon
Altria Group
MO
+$225K

Sector Composition

1 Industrials 1.12%
2 Consumer Discretionary 0.73%
3 Technology 0.71%
4 Healthcare 0.63%
5 Energy 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
51
iShares Core S&P 500 ETF
IVV
$693B
$970K 0.16%
1,417
+1
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$67.1B
$875K 0.15%
4,160
+7
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.04T
$841K 0.14%
1,674
+5
DFAC icon
54
Dimensional US Core Equity 2 ETF
DFAC
$40.1B
$826K 0.14%
20,871
+27
GOOG icon
55
Alphabet (Google) Class C
GOOG
$3.63T
$826K 0.14%
2,631
+50
DFAX icon
56
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.4B
$814K 0.14%
24,881
+152
IEFA icon
57
iShares Core MSCI EAFE ETF
IEFA
$165B
$810K 0.14%
9,056
+163
GE icon
58
GE Aerospace
GE
$301B
$797K 0.13%
2,586
+2
TFC icon
59
Truist Financial
TFC
$54.5B
$729K 0.12%
14,808
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$3.65T
$724K 0.12%
2,312
+13
NKSH icon
61
National Bankshares
NKSH
$229M
$719K 0.12%
21,431
WMT icon
62
Walmart Inc
WMT
$948B
$699K 0.12%
6,275
+44
PM icon
63
Philip Morris
PM
$253B
$652K 0.11%
4,066
SPY icon
64
State Street SPDR S&P 500 ETF Trust
SPY
$651B
$628K 0.11%
922
+2
TPL icon
65
Texas Pacific Land
TPL
$36.8B
$615K 0.1%
2,142
GEV icon
66
GE Vernova
GEV
$233B
$608K 0.1%
930
PG icon
67
Procter & Gamble
PG
$336B
$579K 0.1%
4,038
+8
CSX icon
68
CSX Corp
CSX
$71.4B
$573K 0.1%
15,816
AGG icon
69
iShares Core US Aggregate Bond ETF
AGG
$138B
$570K 0.1%
5,708
+21
LOW icon
70
Lowe's Companies
LOW
$127B
$567K 0.1%
2,350
JNJ icon
71
Johnson & Johnson
JNJ
$568B
$536K 0.09%
2,590
VBIL
72
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$5.55B
$534K 0.09%
7,073
+3,520
NKE icon
73
Nike
NKE
$78.7B
$508K 0.09%
7,976
MCD icon
74
McDonald's
MCD
$220B
$493K 0.08%
1,612
DFAE icon
75
Dimensional Emerging Core Equity Market ETF
DFAE
$7.91B
$480K 0.08%
14,750
+95
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3
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