Wrenne Financial Planning LLC
CIK 2023054 · Holdings on Jun 30, 2026 · First reported Jul 27, 2026
Top ten holdings
Q2 2026- VTI21.65%
- VEU16.75%
- SLYV7.81%
- VNQ7.13%
- BND5.56%
- VWO5.34%
- VXUS4.75%
- SCHB4.53%
- VBR3.68%
- SPDW3.63%
Share classes counted separately80.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPDWWeight decreased · -0.50 pp4.13% → 3.63%Shares -17.40K (-7.54%)
- VBILWeight decreased · -0.40 pp0.78% → 0.38%Shares -11.50K (-43.75%)
- VTIWeight increased · +0.37 pp21.28% → 21.65%Shares +4.02K (+2.38%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $64.10M | 21.65% | 173.22K shares | 21.28% → 21.65%+0.37 pp +4.02K (+2.38%) | Added | ▾ |
| 02 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $49.59M | 16.75% | 592.11K shares | 16.66% → 16.75%+0.09 pp +26.25K (+4.64%) | Added | ▾ |
| 03 | SLYVSS SPDR S&P 600 SC VAL ETFST STR SP600SM C View history and evidence | $23.13M | 7.81% | 211.99K shares | 7.53% → 7.81%+0.28 pp +9.02K (+4.44%) | Added | ▾ |
| 04 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $21.13M | 7.13% | 219.08K shares | 7.24% → 7.13%-0.11 pp +10.99K (+5.28%) | Added | ▾ |
| 05 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $16.45M | 5.56% | 224.11K shares | 5.91% → 5.56%-0.35 pp +19.52K (+9.54%) | Added | ▾ |
| 06 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $15.82M | 5.34% | 265.06K shares | 5.28% → 5.34%+0.06 pp +15.88K (+6.37%) | Added | ▾ |
| 07 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $14.06M | 4.75% | 164.44K shares | 4.92% → 4.75%-0.17 pp +1.81K (+1.11%) | Added | ▾ |
| 08 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $13.41M | 4.53% | 462.97K shares | 4.29% → 4.53%+0.24 pp +27.58K (+6.34%) | Added | ▾ |
| 09 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $10.89M | 3.68% | 44.82K shares | 3.82% → 3.68%-0.14 pp -3 (-0.01%) | Reduced | ▾ |
| 10 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $10.76M | 3.63% | 213.50K shares | 4.13% → 3.63%-0.50 pp -17.40K (-7.54%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2023054 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 296104830
}Research all 60 reported holdings.
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