SEC Form 13F

United Financial Planning Group LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$196,938,382
Positions465

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD VALUE INDEXVTVETF$35,295,612161,587
VANGUARD GROWTH INDEXVUGETF$33,222,463385,232
VANGUARD FTSE DEVELOPEDVEAETF$32,128,727450,640
ISHARES CORE S&P MID-CAPIJHETF$10,263,893133,020
ISHARES CORE S&PIJRETF$8,934,25060,191
ISHARES CORE MSCIIEMGETF$8,568,092103,354
VANGUARD REAL ESTATEVNQETF$6,856,00971,064
VANGUARD TOTALBNDXETF$6,170,721127,387
VANGUARD SHORT-TERM BONDBSVETF$4,839,99062,065
VANGUARD MID-CAP INDEXVOETF$4,175,10951,820

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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