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Disclosed positions
Financial Planning Hawaii, Inc.: source evidence dated 2026-07-24T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $18,125,733
- Reported amount
- 62,641
- 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: 0002105146-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open 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
| APPLE INC | AAPL | COM | $18,125,733 | 62,641 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $10,795,061 | 45,622 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $10,234,224 | 27,657 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $8,771,515 | 12,771 | SH | None |
| MICROSOFT CORP | MSFT | COM | $7,691,990 | 20,621 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,957,296 | 11,200 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $3,925,972 | 18,452 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,831,321 | 10,721 | SH | None |
| SPDR SERIES TRUST | SDY | ST STR SP DIV | $3,743,932 | 24,602 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $3,669,338 | 45,542 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $3,481,051 | 40,719 | SH | None |
| CISCO SYS INC | CSCO | COM | $3,460,950 | 29,465 | SH | None |
| SELECT SECTOR SPDR TR | XLU | ST STR UTIL ETF | $3,090,374 | 68,160 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $3,077,253 | 19,473 | SH | None |
| ABBVIE INC | ABBV | COM | $2,995,978 | 11,906 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,870,357 | 11,302 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,676,558 | 11,230 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $2,640,715 | 33,250 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,548,315 | 35,766 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $2,422,182 | 7,991 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $2,397,249 | 23,813 | SH | None |
| AMGEN INC | AMGN | COM | $2,323,000 | 6,415 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,243,119 | 11,211 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $2,101,352 | 2,854 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $2,087,132 | 14,073 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $2,051,086 | 4,026 | SH | None |
| CUMMINS INC | CMI | COM | $1,982,724 | 2,780 | SH | None |
| ROSS STORES INC | ROST | COM | $1,881,807 | 8,841 | SH | None |
| PIMCO ETF TR | PYLD | MULTISECTOR BD | $1,846,989 | 69,645 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $1,790,135 | 10,800 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,697,935 | 11,579 | SH | None |
| FIRST TR EXCHANGE TRADED FD | TDIV | NASD TECH DIV | $1,610,343 | 14,018 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,602,454 | 4,896 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $1,571,870 | 30,032 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $1,502,014 | 48,296 | SH | None |
| VANGUARD WHITEHALL FDS | VIGI | INTL DVD ETF | $1,420,348 | 15,210 | SH | None |
| TRAVELERS COMPANIES INC | TRV | COM | $1,401,359 | 4,245 | SH | None |
| ILLINOIS TOOL WKS INC | ITW | COM | $1,358,571 | 5,023 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,342,902 | 1,798 | SH | None |
| GENERAL DYNAMICS CORP | GD | COM | $1,323,795 | 3,737 | SH | None |
| WALMART INC | WMT | COM | $1,229,212 | 10,853 | SH | None |
| BROADCOM INC | AVGO | COM | $1,151,382 | 3,048 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $1,139,161 | 26,905 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,114,645 | 8,153 | SH | None |
| ISHARES TR | IGM | EXPND TEC SC ETF | $983,443 | 6,012 | SH | None |
| RTX CORPORATION | RTX | COM | $975,781 | 5,143 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $932,870 | 29,419 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $913,652 | 2,701 | SH | None |
| CULLEN FROST BANKERS INC | CFR | COM | $881,382 | 5,704 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $831,047 | 1,591 | SH | None |
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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.