Financial Planning Navigators CORP - Portfolio overview

Financial Planning Navigators CORP has 51 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD INDEX FDS, 23.38%
2. VEA - VANGUARD TAX-MANAGED FDS, 20.36%
3. SCHM - SCHWAB STRATEGIC TR, 10.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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