Frisco Financial Planning LLC - Portfolio overview

Frisco Financial Planning LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Financial Services.

Largest reported holdings by portfolio allocation

1. VB - Vanguard Small-Cap ETF, 11.80%
2. VTEB - Vanguard Tax-Exempt Bond ETF, 11.39%
3. VEA - Vanguard FTSE Developed Markets ETF, 11.00%

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

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