VFP

Vested Financial Planning Portfolio holdings

AUM $131M
1-Year Est. Return 15.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.05M
3
+$582K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$357K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$262K

Top Sells

1
+$361K
2
+$260K
3
+$210K
4
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$177K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$133K

Sector Composition

1 Technology 1.87%
2 Consumer Discretionary 0.21%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABNB icon
26
Airbnb
ABNB
$84.2B
$271K 0.21%
2,143
VEA icon
27
Vanguard FTSE Developed Markets ETF
VEA
$220B
$216K 0.16%
3,373
ESGD icon
28
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.3B
– –
-2,731
JMSI icon
29
JPMorgan Sustainable Municipal Income ETF
JMSI
$363M
– –
-4,173
RBLX icon
30
Roblox
RBLX
$32.3B
– –
-4,458
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