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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 %
98.69%
Top 10 Hldgs %
74.03%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$39.5M
2
BND icon
Vanguard Total Bond Market
BND
+$39.4M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$34M
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$30.3M
5
VEA icon
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
HES
51
DELISTED
Hess
HES
$431K 0.14%
+4,939
New +$399K
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$83.7B
$430K 0.13%
+2,710
New +$429K
JNJ icon
53
Johnson & Johnson
JNJ
$625B
$429K 0.13%
+2,604
New +$431K
WPS
54
DELISTED
iShares International Developed Property ETF
WPS
$420K 0.13%
+10,972
New +$420K
LOW icon
55
Lowe's Companies
LOW
$125B
$415K 0.13%
+2,140
New +$419K
NKSH icon
56
National Bankshares
NKSH
$268M
$413K 0.13%
+11,791
New +$416K
D icon
57
Dominion Energy
D
$59.3B
$407K 0.13%
+5,538
New +$427K
VCIT icon
58
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$401K 0.13%
+4,223
New +$397K
TPL icon
59
Texas Pacific Land
TPL
$23.5B
$400K 0.13%
+2,250
New +$392K
EEM icon
60
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$389K 0.12%
+7,045
New +$383K
IWP icon
61
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$373K 0.12%
+3,292
New +$352K
GOOG icon
62
Alphabet (Google) Class C
GOOG
$4.32T
$358K 0.11%
+2,860
New +$341K
VOT icon
63
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$352K 0.11%
+1,487
New +$333K
MSFT icon
64
Microsoft
MSFT
$3.71T
$351K 0.11%
+1,295
New +$329K
PG icon
65
Procter & Gamble
PG
$339B
$327K 0.1%
+2,423
New +$328K
VTIP icon
66
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$323K 0.1%
+6,156
New +$321K
IEMG icon
67
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$322K 0.1%
+4,804
New +$317K
GOOGL icon
68
Alphabet (Google) Class A
GOOGL
$4.33T
$310K 0.1%
+2,540
New +$297K
PFE icon
69
Pfizer
PFE
$153B
$308K 0.1%
+7,873
New +$306K
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.13T
$299K 0.09%
+1,077
New +$301K
IWS icon
71
iShares Russell Mid-Cap Value ETF
IWS
$16B
$287K 0.09%
+2,500
New +$287K
PM icon
72
Philip Morris
PM
$295B
$286K 0.09%
+2,890
New +$277K
UNP icon
73
Union Pacific
UNP
$174B
$286K 0.09%
+1,300
New +$289K
IJR icon
74
iShares Core S&P Small-Cap ETF
IJR
$112B
$285K 0.09%
+2,526
New +$282K
TSLA icon
75
Tesla
TSLA
$1.3T
$272K 0.09%
+1,200
New +$261K
1 2
3
4

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ERWM
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CIG
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NPCM
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OCAM
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JHCP
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TCM
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CCP
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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.