Vested Financial Planning, LLC - Portfolio overview

Vested Financial Planning, LLC has 30 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 28.83%
2. DFAX - DIMENSIONAL ETF TRUST, 14.15%
3. VOO - VANGUARD INDEX FDS, 12.53%

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

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