United Financial Planning Group LLC
CIK 2088337 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- VTV17.92%
- VUG16.87%
- VEA16.31%
- IJH5.21%
- IJR4.54%
- IEMG4.35%
- VNQ3.48%
- BNDX3.13%
- BSV2.46%
- VO2.12%
Share classes counted separately76.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VUGWeight increased · +0.69 pp16.18% → 16.87%Shares +322.58K (+514.91%)
- BNDXWeight decreased · -0.25 pp3.38% → 3.13%Shares +8.54K (+7.19%)
- SLVWeight decreased · -0.25 pp0.81% → 0.56%Shares +503 (+2.51%)
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 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $35.30M | 17.92% | 161.59K shares | 17.96% → 17.92%-0.04 pp +6.69K (+4.32%) | Added | ↗▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $33.22M | 16.87% | 385.23K shares | 16.18% → 16.87%+0.69 pp +322.58K (+514.91%) | Added | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $32.13M | 16.31% | 450.64K shares | 16.51% → 16.31%-0.20 pp +14.88K (+3.41%) | Added | ↗▾ |
| 04 | IJHISHARES CORE S&P MIDCAP ETFETF View history and evidence | $10.26M | 5.21% | 133.02K shares | 5.13% → 5.21%+0.08 pp +4.53K (+3.52%) | Added | ↗▾ |
| 05 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $8.93M | 4.54% | 60.19K shares | 4.33% → 4.54%+0.21 pp +1.27K (+2.15%) | Added | ↗▾ |
| 06 | IEMGISHARES CORE MSCI EMERGINGETF View history and evidence | $8.57M | 4.35% | 103.35K shares | 4.13% → 4.35%+0.22 pp +3.28K (+3.28%) | Added | ↗▾ |
| 07 | VNQVANGUARD REAL ESTATE ETFETF View history and evidence | $6.86M | 3.48% | 71.06K shares | 3.61% → 3.48%-0.13 pp +2.21K (+3.21%) | Added | ↗▾ |
| 08 | BNDXVANGUARD TOTAL INTL BOND ETFETF View history and evidence | $6.17M | 3.13% | 127.39K shares | 3.38% → 3.13%-0.25 pp +8.54K (+7.19%) | Added | ↗▾ |
| 09 | BSVVANGUARD SHORT-TERM BOND ETFETF View history and evidence | $4.84M | 2.46% | 62.06K shares | 2.58% → 2.46%-0.12 pp +6.37K (+11.45%) | Added | ↗▾ |
| 10 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $4.18M | 2.12% | 51.82K shares | 2.22% → 2.12%-0.10 pp +38.74K (+296.27%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 82
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHO SCHWAB SHORT-TERM US TREAS | Non-derivative | -8,646 | -$209.84K | SEC filing ↗ | SEC filing ↗ |
| SCHQ SCHWAB LONG-TERM US TREASURY | Non-derivative | -5,718 | -$179.72K | SEC filing ↗ | SEC filing ↗ |
| IBB ISHARES BIOTECHNOLOGY ETF | Non-derivative | -558 | -$94.22K | SEC filing ↗ | SEC filing ↗ |
3 / 82 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2088337 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 196938382
}Research all 465 reported holdings.
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