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
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.03T
$811K 0.15%
1,669
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$64.9B
$806K 0.15%
4,151
+1
DFAX icon
53
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.66B
$798K 0.15%
27,171
+251
TPL icon
54
Texas Pacific Land
TPL
$21.7B
$754K 0.14%
714
DFAC icon
55
Dimensional US Core Equity 2 ETF
DFAC
$38.6B
$753K 0.14%
21,001
+316
IEFA icon
56
iShares Core MSCI EAFE ETF
IEFA
$157B
$742K 0.14%
8,893
+116
GE icon
57
GE Aerospace
GE
$326B
$658K 0.12%
2,556
-1,222
PG icon
58
Procter & Gamble
PG
$351B
$641K 0.12%
4,023
+6
TFC icon
59
Truist Financial
TFC
$57.1B
$637K 0.12%
14,808
HES
60
DELISTED
Hess
HES
$623K 0.11%
4,496
WMT icon
61
Walmart
WMT
$807B
$609K 0.11%
6,231
SPY icon
62
SPDR S&P 500 ETF Trust
SPY
$677B
$568K 0.1%
919
+2
NKE icon
63
Nike
NKE
$95.5B
$567K 0.1%
7,976
AGG icon
64
iShares Core US Aggregate Bond ETF
AGG
$132B
$563K 0.1%
5,671
+15
LOW icon
65
Lowe's Companies
LOW
$134B
$521K 0.1%
2,349
+1
CSX icon
66
CSX Corp
CSX
$67.1B
$516K 0.1%
15,816
UDR icon
67
UDR
UDR
$11.1B
$505K 0.09%
12,368
GEV icon
68
GE Vernova
GEV
$159B
$489K 0.09%
924
-12
IWP icon
69
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$472K 0.09%
3,403
MCD icon
70
McDonald's
MCD
$213B
$471K 0.09%
1,612
PM icon
71
Philip Morris
PM
$225B
$458K 0.08%
2,515
GOOG icon
72
Alphabet (Google) Class C
GOOG
$3.4T
$458K 0.08%
2,580
META icon
73
Meta Platforms (Facebook)
META
$1.63T
$455K 0.08%
617
NKSH icon
74
National Bankshares
NKSH
$182M
$435K 0.08%
16,011
+1,431
GOOGL icon
75
Alphabet (Google) Class A
GOOGL
$3.39T
$432K 0.08%
2,449
+16
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3
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