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Disclosed positions
Frisco Financial Planning LLC: source evidence dated 2026-07-03T03:59:59.999Z.
- Issuer
- Vanguard Small-Cap ETF
- Ticker
- VB
- Class
- Exchange Traded Fund
- Reported value
- $16,228,933
- Reported amount
- 53,540
- 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: 0002133972-26-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
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| Vanguard Small-Cap ETF | VB | Exchange Traded Fund | $16,228,933 | 53,540 | SH | None |
| Vanguard Tax-Exempt Bond ETF | VTEB | Exchange Traded Fund | $15,464,534 | 305,744 | SH | None |
| Vanguard FTSE Developed Markets ETF | VEA | Exchange Traded Fund | $14,372,122 | 201,714 | SH | None |
| Schwab US Large-Cap ETF | SCHX | Exchange Traded Fund | $12,672,609 | 430,602 | SH | None |
| Vanguard Short-Term Infl-Prot Secs ETF | VTIP | Exchange Traded Fund | $11,061,542 | 220,218 | SH | None |
| Vanguard Interm-Term Corp Bd ETF | VCIT | Exchange Traded Fund | $10,324,441 | 124,918 | SH | None |
| SPDR S&P 500 ETF Trust | SPY | Exchange Traded Fund | $10,193,751 | 13,650 | SH | None |
| iShares Core US Aggregate Bond ETF | AGG | Exchange Traded Fund | $9,317,531 | 94,135 | SH | None |
| iShares Core MSCI Emerging Markets ETF | IEMG | Exchange Traded Fund | $6,983,881 | 84,306 | SH | None |
| Vanguard Total International Bond ETF | BNDX | Exchange Traded Fund | $5,529,655 | 114,178 | SH | None |
| Schwab US REIT ETF | SCHH | Exchange Traded Fund | $5,499,921 | 232,260 | SH | None |
| Schwab US Small-Cap ETF | SCHA | Exchange Traded Fund | $4,836,041 | 133,851 | SH | None |
| Vanguard Real Estate ETF | VNQ | Exchange Traded Fund | $3,672,471 | 38,084 | SH | None |
| SPDR Portfolio S&P 500 ETF | SPYM | Exchange Traded Fund | $2,609,144 | 29,690 | SH | None |
| Schwab International Equity ETF | SCHF | Exchange Traded Fund | $1,678,224 | 60,586 | SH | None |
| iShares National Muni Bond ETF | MUB | Exchange Traded Fund | $707,817 | 6,577 | SH | None |
| iShares Core S&P Small-Cap ETF | IJR | Exchange Traded Fund | $414,140 | 2,792 | SH | None |
| Vanguard Total Stock Market ETF | VTI | Exchange Traded Fund | $349,866 | 945 | SH | None |
| Vanguard S&P 500 ETF | VOO | Exchange Traded Fund | $180,308 | 263 | SH | None |
| Tesla Motors Inc. | TSLA | Stock | $169,922 | 404 | SH | None |
| Vanguard FTSE All-Wld ex-US ETF | VEU | Exchange Traded Fund | $119,363 | 1,425 | SH | None |
| Berkshire Hathaway Class B | BRK.B | Stock | $66,051 | 132 | SH | None |
| iShares Core Aggressive Allocation ETF | AOA | Exchange Traded Fund | $65,554 | 672 | SH | None |
| Microsoft Corporation | MSFT | Stock | $49,239 | 132 | SH | None |
| Vanguard FTSE Emerging Markets ETF | VWO | Exchange Traded Fund | $38,573 | 646 | SH | None |
| iShares TIPS Bond ETF | TIP | Exchange Traded Fund | $22,980 | 210 | SH | None |
| Vanguard Energy ETF | VDE | Exchange Traded Fund | $22,520 | 150 | SH | None |
| iShares Short-Term National Muni Bd ETF | SUB | Exchange Traded Fund | $22,359 | 210 | SH | None |
| iShares US Real Estate ETF | IYR | Exchange Traded Fund | $17,792 | 174 | 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.