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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
DFSV
76
DELISTED
Dimensional US Small Cap Value ETF
DFSV
$503K 0.08%
14,362
+1,804
GLW icon
77
Corning
GLW
$196B
$494K 0.08%
3,631
DFIV icon
78
Dimensional International Value ETF
DFIV
$19.6B
$461K 0.08%
8,735
+6
CAH icon
79
Cardinal Health
CAH
$55B
$457K 0.08%
2,163
MCD icon
80
McDonald's
MCD
$188B
$439K 0.07%
1,412
-200
IWS icon
81
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$425K 0.07%
2,916
+2
CVS icon
82
CVS Health
CVS
$134B
$423K 0.07%
5,888
NKE icon
83
Nike
NKE
$60.6B
$421K 0.07%
7,976
DFIS icon
84
Dimensional International Small Cap ETF
DFIS
$5.75B
$418K 0.07%
12,411
+8
UDR icon
85
UDR
UDR
$12.7B
$418K 0.07%
12,368
IWP icon
86
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$411K 0.07%
3,205
+1
IJR icon
87
iShares Core S&P Small-Cap ETF
IJR
$112B
$400K 0.07%
3,217
+920
IVW icon
88
iShares S&P 500 Growth ETF
IVW
$72.6B
$397K 0.07%
3,509
-88
FNDX icon
89
Schwab Fundamental US Large Company Index ETF
FNDX
$26.7B
$387K 0.06%
+13,904
IJH icon
90
iShares Core S&P Mid-Cap ETF
IJH
$125B
$379K 0.06%
5,617
+164
VCRB icon
91
Vanguard Core Bond ETF
VCRB
$7.03B
$377K 0.06%
4,878
+47
DHR icon
92
Danaher
DHR
$137B
$370K 0.06%
1,954
+66
META icon
93
Meta Platforms (Facebook)
META
$1.38T
$357K 0.06%
624
+7
AVGO icon
94
Broadcom
AVGO
$1.8T
$344K 0.06%
1,112
+1
EEM icon
95
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$340K 0.06%
5,991
-140
VOT icon
96
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$339K 0.06%
1,316
+3
IQLT icon
97
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$328K 0.05%
+7,096
DFAI icon
98
Dimensional International Core Equity Market ETF
DFAI
$16.3B
$316K 0.05%
+8,100
SCHZ icon
99
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$311K 0.05%
13,387
+93
RTX icon
100
RTX Corp
RTX
$251B
$304K 0.05%
1,577
1 2 3
4
5