Fee-Only Financial Planning, L.C. - Portfolio overview

Fee-Only Financial Planning, L.C. has 46 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

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

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 27.89%
2. VTV - VANGUARD INDEX FDS, 19.41%
3. VO - VANGUARD INDEX FDS, 8.72%

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

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