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
$112M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$1.48M
3
+$872K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$797K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$576K

Top Sells

1
+$2.98M
2
+$984K
3
+$501K
4
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$387K
5
SPDW icon
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
$227K 0.2%
8,446
-38
27
$209K 0.19%
+2,507
28
$206K 0.18%
4,173
1
2