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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
EW icon
51
Edwards Lifesciences
EW
$51.7B
$928K 0.15%
11,584
IVV icon
52
iShares Core S&P 500 ETF
IVV
$822B
$926K 0.15%
1,417
IWD icon
53
iShares Russell 1000 Value ETF
IWD
$77.5B
$890K 0.15%
4,165
+5
GEV icon
54
GE Vernova
GEV
$292B
$867K 0.14%
993
+63
DFAX icon
55
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$846K 0.14%
24,914
+33
IEFA icon
56
iShares Core MSCI EAFE ETF
IEFA
$185B
$820K 0.14%
9,056
DFAC icon
57
Dimensional US Core Equity 2 ETF
DFAC
$46.6B
$812K 0.13%
20,900
+29
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.05T
$802K 0.13%
1,674
VBIL
59
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$8.37B
$795K 0.13%
10,515
+3,442
WMT icon
60
Walmart Inc
WMT
$921B
$793K 0.13%
6,377
+102
TFC icon
61
Truist Financial
TFC
$63.1B
$785K 0.13%
17,071
+2,263
GOOG icon
62
Alphabet (Google) Class C
GOOG
$4.18T
$785K 0.13%
2,736
+105
NKSH icon
63
National Bankshares
NKSH
$231M
$780K 0.13%
21,431
GE icon
64
GE Aerospace
GE
$387B
$779K 0.13%
2,746
+160
DFNM icon
65
Dimensional National Municipal Bond ETF
DFNM
$2.19B
$765K 0.13%
+15,960
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.19T
$676K 0.11%
2,349
+37
PM icon
67
Philip Morris
PM
$279B
$672K 0.11%
4,066
JNJ icon
68
Johnson & Johnson
JNJ
$589B
$652K 0.11%
2,667
+77
CSX icon
69
CSX Corp
CSX
$88.2B
$649K 0.11%
15,816
STX icon
70
Seagate
STX
$232B
$627K 0.1%
1,600
SPY icon
71
State Street SPDR S&P 500 ETF Trust
SPY
$758B
$600K 0.1%
923
+1
DFAE icon
72
Dimensional Emerging Core Equity Market ETF
DFAE
$9.66B
$594K 0.1%
17,544
+2,794
PG icon
73
Procter & Gamble
PG
$346B
$592K 0.1%
4,098
+60
AGG icon
74
iShares Core US Aggregate Bond ETF
AGG
$139B
$567K 0.09%
5,714
+6
LOW icon
75
Lowe's Companies
LOW
$124B
$567K 0.09%
2,399
+49
1 2
3
4 5