VFP
Vested Financial Planning Portfolio holdings
AUM
$112M
1 Year Est. Return
–
AUM
$112M
AUM Growth
+$12.3M
(+12%)
Holding
28
Top Buys
| 1 | +$5.93M | |
| 2 | +$1.48M | |
| 3 | +$872K | |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$797K |
| 5 |
Vanguard Extended Market ETF
VXF
|
+$576K |
Top Sells
| 1 | +$2.98M | |
| 2 | +$984K | |
| 3 | +$501K | |
| 4 |
Dimensional Global ex US Core Fixed Income ETF
DFGX
|
+$387K |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$95.2K |
Sector Composition
| 1 | Technology | 1.95% |
| 2 | Consumer Discretionary | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Dimensional Global Real Estate ETF
DFGR
$2.76B
| $227K | 0.2% |
8,446
-38
|
|
||
27
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.67B
| $209K | 0.19% |
+2,507
|
|
||
28
JPMorgan Sustainable Municipal Income ETF
JMSI
$321M
| $206K | 0.18% |
4,173
|
|