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Disclosed positions
Financial Planning Navigators CORP: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VV
- Class
- LARGE CAP ETF
- Reported value
- $62,109,173
- Reported amount
- 180,597
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
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: 0002102043-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $62,109,173 | 180,597 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $50,676,974 | 711,256 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $26,947,568 | 730,881 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $18,312,035 | 450,591 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $9,361,633 | 193,302 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JBND | ACTIVE BOND ETF | $9,336,143 | 174,507 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $9,320,151 | 94,162 | SH | None |
| SPDR SERIES TRUST | SPIB | ST INTER BD ETF | $9,312,325 | 278,312 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $9,306,315 | 91,095 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $6,603,808 | 130,562 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $6,025,437 | 75,868 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $4,576,727 | 47,388 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $4,148,586 | 50,384 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $3,294,641 | 39,339 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $2,803,287 | 31,899 | SH | None |
| APPLE INC | AAPL | COM | $2,377,804 | 8,217 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,282,037 | 11,405 | SH | None |
| SPROTT ASSET MANAGEMENT LP | CEF | PHYSICAL GOLD AN | $2,233,355 | 55,515 | SH | None |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $1,941,178 | 36,905 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $1,339,223 | 26,662 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $1,327,353 | 16,475 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,252,906 | 1,673 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,246,518 | 5,230 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,168,691 | 3,270 | SH | None |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $1,148,942 | 27,143 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $1,146,249 | 14,865 | SH | None |
| ISHARES TR | IAGG | CORE INTL AGGR | $1,040,660 | 20,566 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $909,207 | 2,573 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $896,098 | 2,156 | SH | None |
| BROADCOM INC | AVGO | COM | $886,794 | 2,348 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $836,181 | 1,217 | SH | None |
| TESLA INC | TSLA | COM | $726,797 | 1,728 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $691,809 | 20,444 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $678,627 | 1,421 | SH | None |
| MICROSOFT CORP | MSFT | COM | $623,499 | 1,671 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $603,898 | 523 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $570,474 | 2,618 | SH | None |
| ELI LILLY & CO | LLY | COM | $566,194 | 472 | SH | None |
| META PLATFORMS INC | META | CL A | $524,472 | 931 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $483,880 | 3,083 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $462,404 | 796 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $459,495 | 1,404 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $433,429 | 3,715 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $415,324 | 830 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $379,726 | 525 | SH | None |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREAT UNIT | $352,340 | 10,177 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $350,400 | 2,563 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $315,074 | 2,856 | SH | None |
| CISCO SYS INC | CSCO | COM | $309,991 | 2,639 | SH | None |
| VISA INC | V | COM CL A | $296,133 | 863 | SH | None |
No matching rows. Clear the filter to see all records.
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.