Partners in Financial Planning 13F Holdings

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Disclosed positions

Partners in Financial Planning: source evidence dated 2026-08-11T03:59:59.999Z.

Issuer: VANGUARD TOTAL BOND MARKET ETF
Ticker: BND
Class: TOTAL BND MRKT
Reported value: $78,039,507
Reported amount: 1,063,064
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002054264-26-000004

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Disclosed positions

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VANGUARD TOTAL BOND MARKET ETF	BND	TOTAL BND MRKT	$78,039,507	1,063,064	SH	None
VANGUARD GROWTH ETF	VUG	GROWTH ETF	$71,053,732	824,863	SH	None
VANGUARD VALUE ETF	VTV	VALUE ETF	$65,285,907	299,573	SH	None
VANGUARD TOTAL INTERNATIONAL BOND ETF	BNDX	TOTAL INT BD ETF	$62,399,660	1,288,435	SH	None
VANGUARD FTSE DEVELOPED MARKETS ETF	VEA	VAN FTSE DEV MKT	$54,987,630	771,756	SH	None
VANGUARD SHORT-TERM BOND ETF	BSV	SHORT TRM BOND	$38,096,699	488,983	SH	None
VANGUARD SMALL-CAP GROWTH ETF	VBK	SML CP GRW ETF	$24,234,390	66,268	SH	None
VANGUARD SMALL CAP VALUE ETF	VBR	SM CP VAL ETF	$24,202,467	99,603	SH	None
VANGUARD FTSE EMERGING MARKETS ETF	VWO	FTSE EMR MKT ETF	$18,080,061	302,899	SH	None
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	VSS	FTSE SMCAP ETF	$16,236,745	105,235	SH	None
VANGUARD REAL ESTATE ETF	VNQ	REAL ESTATE ETF	$15,551,520	161,235	SH	None
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	SPDW	ST STR PO EX ETF	$14,668,868	291,107	SH	None
VANGUARD TAX-EXEMPT BOND ETF	VTEB	TAX EXEMPT BD	$13,270,107	262,359	SH	None
VANGUARD TOTAL STOCK MARKET ETF	VTI	TOTAL STK MKT	$13,191,710	35,649	SH	None
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	SUB	SHRT NAT MUN ETF	$11,731,336	110,184	SH	None
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	VCIT	INT-TERM CORP	$8,341,873	100,930	SH	None
VANGUARD S&P 500 ETF	VOO	S&P 500 ETF SHS	$7,505,572	10,928	SH	None
ISHARES NATIONAL MUNI BOND ETF	MUB	NATIONAL MUN ETF	$6,872,306	63,857	SH	None
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	SPYG	ST STR P500GRW	$4,930,048	41,432	SH	None
VANGUARD MID-CAP ETF	VO	MID CAP ETF	$4,547,562	56,442	SH	None
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	SPYV	ST STR P500VAL	$4,293,602	70,630	SH	None
ISHARES MSCI EAFE SMALL-CAP ETF	SCZ	EAFE SML CP ETF	$4,233,138	51,454	SH	None
VANGUARD EXTENDED MARKET ETF	VXF	EXTEND MKT ETF	$3,843,841	15,612	SH	None
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	SPEM	ST PORT MARK ETF	$3,706,936	71,590	SH	None
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	SLYV	ST STR SP600SM C	$3,461,937	31,729	SH	None
VANGUARD U.S. MULTIFACTOR ETF	VFMF	US MULTIFACTOR	$3,419,910	19,325	SH	None
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	IAGG	CORE INTL AGGR	$3,320,256	65,618	SH	None
VANGUARD LARGE-CAP ETF	VV	LARGE CAP ETF	$2,998,052	8,718	SH	None
NORFOLK SOUTHN CORP COM	NSC	COM	$2,949,596	9,376	SH	None
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	SPAB	ST STR AGGRE ETF	$2,711,767	106,260	SH	None
STATE STREET SPDR S&P 500 ETF	SPY	TR UNIT	$2,259,366	3,026	SH	None
STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF	SLYG	ST STR SP600GRWO	$2,163,211	18,158	SH	None
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	VEU	ALLWRLD EX US	$2,111,962	25,217	SH	None
VANGUARD SMALL-CAP ETF	VB	SMALL CP ETF	$2,037,819	6,723	SH	None
EXXONMOBIL HOLDINGS CORP COM SHS	XOM	COM	$1,725,817	12,623	SH	None
APPLE INC COM	AAPL	COM	$1,713,343	5,921	SH	None
ISHARES RUSSELL 1000 GROWTH ETF	IWF	RUS 1000 GRW ETF	$1,645,474	13,252	SH	None
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	STX	ORD SHS	$1,544,000	1,600	SH	None
STEEL DYNAMICS INC COM	STLD	COM	$1,471,298	6,412	SH	None
VANGUARD TOTAL INTERNATIONAL STOCK ETF	VXUS	VG TL INTL STK F	$1,466,831	17,158	SH	None
ISHARES U.S. EQUITY FACTOR ETF	LRGF	U S EQUITY FACTR	$1,433,070	18,948	SH	None
AMAZON COM INC COM	AMZN	COM	$1,352,580	5,675	SH	None
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF	VNQI	GLB EX US ETF	$1,316,137	29,335	SH	None
TESLA INC COM	TSLA	COM	$1,289,560	3,066	SH	None
DIMENSIONAL U.S. TARGETED VALUE ETF	DFAT	US TARGETED VLU	$1,267,867	18,138	SH	None
CHEVRON CORPORATION COM	CVX	COM	$1,265,352	7,634	SH	None
VANGUARD INTERMEDIATE-TERM BOND ETF	BIV	INTERMED TERM	$1,241,496	16,186	SH	None
FERGUSON ENTERPRISES INC COMMON STOCK NEW	FERG	COMMON STOCK NEW	$1,194,482	5,033	SH	None
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF	SPTS	ST SHO TREAS ETF	$1,165,492	40,176	SH	None
GE VERNOVA INC COM	GEV	COM	$1,157,243	985	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.