SEC Form 13F

Financial Planning Hawaii, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$186,437,325
Positions134

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$18,125,73362,641
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$10,795,06145,622
VANGUARD INDEX FDSVTITOTAL STK MKT$10,234,22427,657
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$8,771,51512,771
MICROSOFT CORPMSFTCOM$7,691,99020,621
ALPHABET INCGOOGCAP STK CL C$3,957,29611,200
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$3,925,97218,452
ALPHABET INCGOOGLCAP STK CL A$3,831,32110,721
SPDR SERIES TRUSTSDYST STR SP DIV$3,743,93224,602
VANGUARD INDEX FDSVOMID CAP ETF$3,669,33845,542

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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