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
$123M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$578K
3
+$432K
4
VT icon
Vanguard Total World Stock ETF
VT
+$416K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$369K

Top Sells

1
+$226K
2
+$83.3K
3
+$81.9K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$53.5K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$52K

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
$254K 0.21%
2,882
+375
27
$254K 0.21%
2,731
+55
28
$225K 0.18%
1,852
-644
29
$210K 0.17%
4,173
30
$202K 0.16%
+3,373
1
2