Wrenne Financial Planning LLC - Portfolio overview

Wrenne Financial Planning LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-05-15.

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. VTI - VANGUARD INDEX FDS, 21.23%
2. VEU - VANGUARD INTL EQUITY INDEX F, 16.62%
3. SLYV - SPDR SERIES TRUST, 7.51%

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

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