PIFP

Partners in Financial Planning Portfolio holdings

AUM $542M
1-Year Est. Return 10.19%
This Quarter Est. Return
1 Year Est. Return
+10.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.68M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M

Top Sells

1
+$528K
2
+$303K
3
+$298K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$291K
5
MDLZ icon
Mondelez International
MDLZ
+$229K

Sector Composition

1 Industrials 1.04%
2 Energy 0.76%
3 Healthcare 0.71%
4 Consumer Discretionary 0.55%
5 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
1
Vanguard Total Bond Market
BND
$137B
$63.6M 12.77%
865,458
+11,594
VUG icon
2
Vanguard Growth ETF
VUG
$203B
$53.6M 10.78%
144,647
+1,045
VTV icon
3
Vanguard Value ETF
VTV
$147B
$52.6M 10.56%
304,252
+9,698
BNDX icon
4
Vanguard Total International Bond ETF
BNDX
$69.8B
$47.5M 9.54%
972,076
+31,950
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$179B
$41.6M 8.36%
818,537
+54,374
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$38.9B
$33.8M 6.8%
432,149
+11,916
VBR icon
7
Vanguard Small-Cap Value ETF
VBR
$31.1B
$18.3M 3.68%
98,388
+4,711
VBK icon
8
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$16.4M 3.3%
65,179
+1,967
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$14.1M 2.84%
312,440
+13,484
VNQ icon
10
Vanguard Real Estate ETF
VNQ
$33.4B
$13.7M 2.75%
151,063
+3,274
VSS icon
11
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.87B
$12.3M 2.47%
106,343
+4,298
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$10.8M 2.16%
217,100
+8,118
VTI icon
13
Vanguard Total Stock Market ETF
VTI
$556B
$9.93M 2%
36,135
+158
SUB icon
14
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$8.9M 1.79%
84,273
-689
SPDW icon
15
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.8B
$7.79M 1.57%
213,941
-1,324
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.8B
$6.57M 1.32%
80,307
+12,257
VOO icon
17
Vanguard S&P 500 ETF
VOO
$777B
$5.46M 1.1%
10,630
+13
MUB icon
18
iShares National Muni Bond ETF
MUB
$40.3B
$4.77M 0.96%
45,202
+9,684
VO icon
19
Vanguard Mid-Cap ETF
VO
$88B
$3.7M 0.74%
14,308
+48
SCZ icon
20
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$3.07M 0.62%
48,274
+10
IAGG icon
21
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$2.97M 0.6%
59,358
+5,778
VXF icon
22
Vanguard Extended Market ETF
VXF
$24.7B
$2.78M 0.56%
16,146
-686
VFMF icon
23
Vanguard US Multifactor ETF
VFMF
$378M
$2.6M 0.52%
20,619
-284
SPYG icon
24
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
$2.55M 0.51%
31,755
-804
SPEM icon
25
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$2.52M 0.51%
64,126
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