Fee-Only Financial Planning, L.C. — 13F holdings
Fee-Only Financial Planning, L.C. reported 43 holdings worth $182M in its 13F filing for Q3 2026, filed October 23, 2026.
Largest positions
- VUG VANGUARD INDEX FDS — $56.0M (30.7%)
- VTV VANGUARD INDEX FDS — $33.6M (18.4%)
- VO VANGUARD INDEX FDS — $15.4M (8.5%)
- VB VANGUARD INDEX FDS — $11.9M (6.5%)
- VBR VANGUARD INDEX FDS — $11.7M (6.4%)
- VBK VANGUARD INDEX FDS — $9.78M (5.4%)
- VEU VANGUARD INTL EQUITY INDEX F — $8.11M (4.4%)
- VOO VANGUARD INDEX FDS — $4.74M (2.6%)
- VOE VANGUARD INDEX FDS — $4.37M (2.4%)
- VTI VANGUARD INDEX FDS — $3.34M (1.8%)