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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
+8.6%
1 Year Est. Return
+12.72%
3 Year Est. Return
+31.56%
5 Year Est. Return
+23.25%
10 Year Est. Return
–
AUM
$426M
AUM Growth
+$37.5M
Cap. Flow
+$4.65M
Cap. Flow %
1.09%
Top 10 Hldgs %
69.19%
Holding
103
New
7
Increased
37
Reduced
33
Closed
–

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$2.15M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.4M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$956K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$659K

Top Sells

Rank Stock Value
1
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.19M
2
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$892K
3
NSC icon
Norfolk Southern
NSC
+$681K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$552K
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$313K

Sector Composition

Rank Sector Weight
1 Industrials 1.13%
2 Consumer Discretionary 0.79%
3 Healthcare 0.75%
4 Energy 0.61%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
101
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$211K 0.05%
+4,168
New +$202K
UNH icon
102
UnitedHealth
UNH
$370B
$211K 0.05%
400
– –
DIA icon
103
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$208K 0.05%
+552
New +$193K
1 2 3 4
5

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Partners in Financial Planning's Q4 2023 Portfolio in Review

As of Q4 2023, Partners in Financial Planning held 103 positions worth $426M, up 9.7% from $389M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Partners in Financial Planning's Q4 2023 filing shows 7 new, 37 increased and 33 reduced positions. Its largest new stake was Schwab US Aggregate Bond ETF: 14,212 shares worth $331K. The largest sale was Vanguard Tax-Exempt Bond Index Fund, an estimated $1.19M.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, down from 1.2% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Partners in Financial Planning's largest Q4 2023 buy was Schwab US Aggregate Bond ETF: 14,212 shares worth $331K.
  • Partners in Financial Planning added most to Vanguard Total Bond Market in Q4 2023, an estimated $2.15M increase.
  • Partners in Financial Planning's biggest Q4 2023 reduction was Vanguard Tax-Exempt Bond Index Fund, cutting an estimated $1.19M.
  • Partners in Financial Planning's ten largest holdings make up 69% of its $426M portfolio in Q4 2023.
  • Partners in Financial Planning opened 7 new positions and closed 0 in Q4 2023.
  • Partners in Financial Planning's portfolio value rose 9.7% quarter-over-quarter to $426M.

Based on Partners in Financial Planning's 13F filing for Q4 2023, filed 26 Feb 2025.