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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 Growth ETF
VUG
+$34M
4
VTV icon
Vanguard 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
BND icon
1
Vanguard Total Bond Market
BND
$158B
$39.7M 12.41%
+461,745
New +$39.4M
BNDX icon
2
Vanguard Total International Bond ETF
BNDX
$82B
$39.6M 12.39%
+693,276
New +$39.5M
VUG icon
3
Vanguard Growth ETF
VUG
$212B
$35.8M 11.19%
+748,146
New +$34M
VTV icon
4
Vanguard Value ETF
VTV
$188B
$30.3M 9.48%
+220,434
New +$30.3M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$223B
$24M 7.51%
+465,696
New +$24M
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$44.7B
$18.3M 5.74%
+223,281
New +$18.4M
VBK icon
7
Vanguard Small-Cap Growth ETF
VBK
$22.7B
$14M 4.4%
+48,473
New +$13.6M
VWO icon
8
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$11.9M 3.73%
+219,395
New +$11.7M
VBR icon
9
Vanguard Small-Cap Value ETF
VBR
$37.2B
$11.6M 3.63%
+66,846
New +$11.6M
VNQ icon
10
Vanguard Real Estate ETF
VNQ
$39.9B
$11.3M 3.55%
+111,319
New +$11M
VSS icon
11
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
$10.6M 3.3%
+77,322
New +$10.5M
SPDW icon
12
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$4.89M 1.53%
+132,800
New +$4.93M
VTI icon
13
Vanguard Total Stock Market ETF
VTI
$646B
$3.86M 1.21%
+17,344
New +$3.76M
SCZ icon
14
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
$3.69M 1.16%
+49,802
New +$3.74M
BIV icon
15
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$3.61M 1.13%
+40,085
New +$3.58M
VO icon
16
Vanguard Mid-Cap ETF
VO
$106B
$3.34M 1.05%
+56,304
New +$3.26M
NSC icon
17
Norfolk Southern
NSC
$75.4B
$3.19M 1%
+12,007
New +$3.31M
VFMF icon
18
Vanguard US Multifactor ETF
VFMF
$721M
$2.64M 0.83%
+26,120
New +$2.62M
SLYV icon
19
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$2.53M 0.79%
+29,471
New +$2.51M
SPYV icon
20
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$2.31M 0.72%
+58,531
New +$2.31M
VNQI icon
21
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$2.22M 0.7%
+38,087
New +$2.22M
VXF icon
22
Vanguard Extended Market ETF
VXF
$30B
$1.72M 0.54%
+9,145
New +$1.67M
SPEM icon
23
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$1.69M 0.53%
+37,132
New +$1.66M
NKE icon
24
Nike
NKE
$64.1B
$1.62M 0.51%
+10,497
New +$1.41M
TFC icon
25
Truist Financial
TFC
$63.9B
$1.59M 0.5%
+28,692
New +$1.69M
1
2 3 4

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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.