Financial Planning Hawaii, Inc. - Portfolio overview

Financial Planning Hawaii, Inc. has 123 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 9.35%
2. VIG - VANGUARD SPECIALIZED FUNDS, 5.70%
3. VTI - VANGUARD INDEX FDS, 5.09%

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

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