Vested Financial Planning, LLC
CIK 2044679 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- DFAC36.04%
- DFAX14.98%
- VOO11.15%
- DFNM8.45%
- DFCF6.31%
- SPDW4.21%
- VTEB4.05%
- AAPL2.62%
- VXF2.46%
- DFGX2.15%
Share classes counted separately92.42%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $38.05M | 36.04% | 1.10M shares | Prior unavailable — | — | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $15.82M | 14.98% | 636.21K shares | Prior unavailable — | — | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $11.77M | 11.15% | 21.85K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $8.92M | 8.45% | 186.80K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $6.67M | 6.31% | 161.51K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $4.45M | 4.21% | 130.29K shares | Prior unavailable — | — | ↗▾ |
| 07 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $4.27M | 4.05% | 85.26K shares | Prior unavailable — | — | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $2.77M | 2.62% | 11.05K shares | Prior unavailable — | — | ↗▾ |
| 09 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $2.59M | 2.46% | 13.65K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFGXDIMSNL INTR CF IN ETF-USD INGLOBAL EX US COR View history and evidence | $2.26M | 2.15% | 43.29K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2044679 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105561093
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.