SEC Form 13F

Frisco Financial Planning LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-03
Reported value$132,691,284
Positions29

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Vanguard Small-Cap ETFVBExchange Traded Fund$16,228,93353,540
Vanguard Tax-Exempt Bond ETFVTEBExchange Traded Fund$15,464,534305,744
Vanguard FTSE Developed Markets ETFVEAExchange Traded Fund$14,372,122201,714
Schwab US Large-Cap ETFSCHXExchange Traded Fund$12,672,609430,602
Vanguard Short-Term Infl-Prot Secs ETFVTIPExchange Traded Fund$11,061,542220,218
Vanguard Interm-Term Corp Bd ETFVCITExchange Traded Fund$10,324,441124,918
SPDR S&P 500 ETF TrustSPYExchange Traded Fund$10,193,75113,650
iShares Core US Aggregate Bond ETFAGGExchange Traded Fund$9,317,53194,135
iShares Core MSCI Emerging Markets ETFIEMGExchange Traded Fund$6,983,88184,306
Vanguard Total International Bond ETFBNDXExchange Traded Fund$5,529,655114,178

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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