AI Portfolio Summary
In 2026 Q1, Partners in Financial Planning maintained a portfolio of 123 distinct positions. They heavily accumulated shares in VANGUARD BD INDEX FD, increasing their position by 6.3%. The fund also reduced its exposure to APPLE INC by 6.0%.
Total Positions
123
Quarter
2026 Q1
Top Holding
BND (12.8%)
Top 10 Concentration
69.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 123
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 12.78% | 12.34% |
#1
Prev: #1
|
8.0 | 62,257 | 6.3% |
P
S
|
1,046,572 | $77,069,584 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 10.00% | 9.86% |
#2
1
Prev: #3
|
6.0 | 2,311 | 0.8% |
P
S
|
307,188 | $60,270,353 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 9.88% | 11.07% |
#3
1
Prev: #2
|
5.5 | 2,328 | 1.7% |
P
S
|
136,346 | $59,554,422 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 9.85% | 9.52% |
#4
Prev: #4
|
6.4 | 73,107 | 6.3% |
P
S
|
1,236,589 | $59,415,941 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 8.39% | 8.22% |
#5
Prev: #5
|
4.4 | 12,009 | 1.5% |
P
S
|
789,474 | $50,589,509 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 6.21% | 6.21% |
#6
Prev: #6
|
3.0 | 11,945 | 2.6% |
P
S
|
477,374 | $37,430,882 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 3.67% | 3.64% |
#7
Prev: #7
|
2.0 | 280 | 0.3% |
P
S
|
101,889 | $22,135,424 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 3.35% | 3.38% |
#8
Prev: #8
|
1.8 | 789 | 1.2% |
P
S
|
66,835 | $20,201,003 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.74% | 2.80% |
#9
Prev: #9
|
1.6 | -1,402 | -0.5% |
P
S
|
305,861 | $16,531,764 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 2.56% | 2.59% |
#10
Prev: #10
|
1.5 | -928 | -0.9% |
P
S
|
105,728 | $15,414,150 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 2.32% | 2.33% |
#11
Prev: #11
|
1.4 | 1,786 | 1.1% |
P
S
|
157,522 | $13,969,287 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 2.20% | 2.18% |
#12
Prev: #12
|
1.4 | -431 | -0.1% |
P
S
|
289,975 | $13,237,373 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.96% | 1.96% |
#13
1
Prev: #14
|
1.3 | 6,419 | 2.8% |
P
S
|
236,605 | $11,804,088 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.87% | 2.02% |
#14
1
Prev: #13
|
1.2 | -434 | -1.2% |
P
S
|
35,101 | $11,260,752 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SUB
ISHARES TR
|
ETF | 1.81% | 1.81% |
#15
Prev: #15
|
1.2 | 1,961 | 2.0% |
P
S
|
102,201 | $10,884,421 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.34% | 1.33% |
#16
Prev: #16
|
1.0 | 3,540 | 3.8% |
P
S
|
97,374 | $8,057,698 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MUB
ISHARES TR
|
ETF | 1.13% | 1.01% |
#17
1
Prev: #18
|
2.5 | 8,534 | 15.3% |
P
S
|
64,347 | $6,830,399 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.08% | 1.12% |
#18
1
Prev: #17
|
0.9 | 344 | 3.3% |
P
S
|
10,919 | $6,524,549 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPYG
SPDR SER TR
|
Unknown | 0.70% | 0.78% |
#19
Prev: #19
|
0.8 | -102 | -0.2% |
P
S
|
42,827 | $4,193,176 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.67% | 0.70% |
#20
Prev: #20
|
0.8 | -82 | -0.6% |
P
S
|
14,080 | $4,043,441 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPYV
SPDR SER TR
|
Unknown | 0.66% | 0.67% |
#21
Prev: #21
|
0.8 | 193 | 0.3% |
P
S
|
70,158 | $3,969,512 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCZ
ISHARES TR
|
ETF | 0.65% | 0.66% |
#22
Prev: #22
|
0.8 | -537 | -1.1% |
P
S
|
49,851 | $3,908,820 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.55% | 0.54% |
#23
1
Prev: #24
|
0.7 | 2,894 | 4.2% |
P
S
|
71,261 | $3,342,857 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.55% | 0.56% |
#24
1
Prev: #23
|
0.7 | 56 | 0.4% |
P
S
|
15,971 | $3,286,777 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.51% | 0.50% |
#25
Prev: #25
|
0.7 | 2,562 | 4.3% |
P
S
|
62,001 | $3,102,513 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SLYV
SPDR SER TR
|
Unknown | 0.50% | 0.48% |
#26
1
Prev: #27
|
0.7 | 332 | 1.1% |
P
S
|
31,721 | $3,000,140 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VFMF
VANGUARD WELLIN...
|
ETF | 0.50% | 0.50% |
#27
1
Prev: #26
|
0.7 | -314 | -1.6% |
P
S
|
19,332 | $2,997,893 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPAB
SPDR SER TR
|
ETF | 0.45% | 0.45% |
#28
2
Prev: #30
|
0.7 | 2,902 | 2.8% |
P
S
|
105,235 | $2,696,111 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.45% | 0.46% |
#29
Prev: #29
|
1.2 | no change | no change |
P
S
|
9,376 | $2,690,912 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.43% | 0.46% |
#30
2
Prev: #28
|
0.7 | 33 | 0.4% |
P
S
|
8,706 | $2,601,846 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.36% | 0.26% |
#31
5
Prev: #36
|
1.1 | no change | no change |
P
S
|
12,623 | $2,141,618 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.33% | 0.34% |
#32
1
Prev: #31
|
0.6 | -351 | -1.3% |
P
S
|
26,774 | $2,010,759 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SLYG
SPDR SER TR
|
ETF | 0.30% | 0.30% |
#33
Prev: #33
|
0.6 | 19 | 0.1% |
P
S
|
18,690 | $1,805,871 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.29% | 0.29% |
#34
Prev: #34
|
0.6 | 13 | 0.2% |
P
S
|
6,715 | $1,758,769 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CVX
CHEVRON CORP
|
Energy | 0.26% | 0.20% |
#35
11
Prev: #46
|
1.1 | no change | no change |
P
S
|
7,633 | $1,579,364 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 0.26% | 0.30% |
#36
4
Prev: #32
|
0.6 | -395 | -6.0% |
P
S
|
6,146 | $1,559,749 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPTS
SPDR SER TR
|
ETF | 0.24% | 0.25% |
#37
Prev: #37
|
0.6 | -674 | -1.3% |
P
S
|
49,979 | $1,458,380 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.24% | 0.24% |
#38
1
Prev: #39
|
0.6 | 14 | 0.1% |
P
S
|
18,531 | $1,428,918 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWF
ISHARES TR
|
ETF | 0.23% | 0.27% |
#39
4
Prev: #35
|
1.1 | no change | no change |
P
S
|
3,312 | $1,412,401 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.23% | 0.24% |
#40
2
Prev: #38
|
0.6 | 19 | 0.1% |
P
S
|
18,120 | $1,398,513 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 0.22% | 0.23% |
#41
Prev: #41
|
0.6 | -244 | -0.8% |
P
S
|
29,732 | $1,320,224 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LRGF
ISHARES TR
|
ETF | 0.21% | 0.23% |
#42
1
Prev: #43
|
0.6 | -263 | -1.4% |
P
S
|
18,917 | $1,248,525 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.20% | 0.19% |
#43
4
Prev: #47
|
0.6 | 31 | 0.2% |
P
S
|
19,138 | $1,195,164 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
STLD
STEEL DYNAMICS ...
|
Basic Materials | 0.20% | 0.20% |
#44
1
Prev: #45
|
0.6 | -338 | -4.8% |
P
S
|
6,632 | $1,193,760 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.20% | 0.23% |
#45
3
Prev: #42
|
0.6 | -204 | -3.5% |
P
S
|
5,707 | $1,188,597 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 0.19% | 0.19% |
#46
2
Prev: #48
|
1.1 | no change | no change |
P
S
|
5,033 | $1,173,998 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.19% | 0.23% |
#47
7
Prev: #40
|
0.6 | 5 | 0.2% |
P
S
|
3,066 | $1,139,786 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFA
ISHARES TR
|
ETF | 0.18% | 0.19% |
#48
1
Prev: #49
|
0.6 | -476 | -4.1% |
P
S
|
11,183 | $1,086,169 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 0.17% | 0.10% |
#49
16
Prev: #65
|
1.1 | no change | no change |
P
S
|
2,142 | $1,016,508 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.16% | 0.21% |
#50
6
Prev: #44
|
0.6 | 30 | 1.2% |
P
S
|
2,623 | $970,813 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 123 holdings