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
$578M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$2.77M
3
+$855K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$722K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$694K

Top Sells

1
+$1.53M
2
+$657K
3
+$623K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$211K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$165K

Sector Composition

1 Industrials 1.15%
2 Consumer Discretionary 0.74%
3 Technology 0.7%
4 Energy 0.62%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EW icon
51
Edwards Lifesciences
EW
$48B
$901K 0.16%
11,584
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$69.4B
$845K 0.15%
4,153
+2
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.05T
$839K 0.15%
1,669
DFAC icon
54
Dimensional US Core Equity 2 ETF
DFAC
$41.8B
$804K 0.14%
20,844
-157
GE icon
55
GE Aerospace
GE
$324B
$777K 0.13%
2,584
+28
IEFA icon
56
iShares Core MSCI EAFE ETF
IEFA
$174B
$776K 0.13%
8,893
DFAX icon
57
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.8B
$776K 0.13%
24,729
-2,442
TFC icon
58
Truist Financial
TFC
$66.5B
$677K 0.12%
14,808
TPL icon
59
Texas Pacific Land
TPL
$23.2B
$667K 0.12%
2,142
PM icon
60
Philip Morris
PM
$280B
$660K 0.11%
4,066
+1,551
WMT icon
61
Walmart Inc
WMT
$989B
$642K 0.11%
6,231
NKSH icon
62
National Bankshares
NKSH
$238M
$631K 0.11%
21,431
+5,420
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.16T
$629K 0.11%
2,581
+1
PG icon
64
Procter & Gamble
PG
$356B
$619K 0.11%
4,030
+7
SPY icon
65
State Street SPDR S&P 500 ETF Trust
SPY
$714B
$613K 0.11%
920
+1
LOW icon
66
Lowe's Companies
LOW
$151B
$590K 0.1%
2,350
+1
GEV icon
67
GE Vernova
GEV
$203B
$572K 0.1%
930
+6
AGG icon
68
iShares Core US Aggregate Bond ETF
AGG
$138B
$570K 0.1%
5,687
+16
CSX icon
69
CSX Corp
CSX
$71.5B
$562K 0.1%
15,816
GOOGL icon
70
Alphabet (Google) Class A
GOOGL
$4.15T
$559K 0.1%
2,299
-150
NKE icon
71
Nike
NKE
$92.1B
$556K 0.1%
7,976
MCD icon
72
McDonald's
MCD
$227B
$490K 0.08%
1,612
IWP icon
73
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$485K 0.08%
3,404
+1
JNJ icon
74
Johnson & Johnson
JNJ
$556B
$480K 0.08%
2,590
-100
DFAE icon
75
Dimensional Emerging Core Equity Market ETF
DFAE
$8.17B
$462K 0.08%
14,655
+106
1 2
3
4 5