VFP

Vested Financial Planning Portfolio holdings

AUM $130M
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$889K
2
+$520K
3
+$392K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$381K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$381K

Top Sells

1
+$62.3K
2
+$13.9K
3
+$12K

Sector Composition

1 Technology 2.02%
2 Communication Services 0.28%
3 Consumer Discretionary 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOA icon
26
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.85B
$260K 0.2%
2,908
+26
ESGD icon
27
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.3B
$260K 0.2%
2,731
DFGR icon
28
Dimensional Global Real Estate ETF
DFGR
$3.12B
$247K 0.19%
9,349
-527
VEA icon
29
Vanguard FTSE Developed Markets ETF
VEA
$208B
$211K 0.16%
3,373
JMSI icon
30
JPMorgan Sustainable Municipal Income ETF
JMSI
$350M
$210K 0.16%
4,173
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