VFP
Vested Financial Planning Portfolio holdings
AUM
$123M
1-Year Est. Return
10.98%
1 Year Est. Return
+10.98%
AUM
$123M
AUM Growth
+$10.9M
(+9.7%)
Holding
30
Top Buys
| 1 | +$709K | |
| 2 | +$583K | |
| 3 | +$481K | |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$431K |
| 5 |
Dimensional National Municipal Bond ETF
DFNM
|
+$372K |
Top Sells
| 1 | +$255K | |
| 2 | +$85.1K | |
| 3 | +$78.2K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$54.5K |
| 5 |
Vanguard Extended Market ETF
VXF
|
+$53.8K |
Sector Composition
| 1 | Technology | 2% |
| 2 | Communication Services | 0.39% |
| 3 | Consumer Discretionary | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
| $254K | 0.21% |
2,882
+375
|
|
||
27
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.8B
| $254K | 0.21% |
2,731
+55
|
|
||
28
Airbnb
ABNB
$77.8B
| $225K | 0.18% |
1,852
-644
|
|
||
29
JPMorgan Sustainable Municipal Income ETF
JMSI
$330M
| $210K | 0.17% |
4,173
|
|
||
30
Vanguard FTSE Developed Markets ETF
VEA
$189B
| $202K | 0.16% |
+3,373
|
|