United Financial Planning Group LLC
CIK 2088337 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- VTI22.13%
- VUG18.48%
- VWO15.92%
- IJH5.21%
- IEMG4.33%
- IJR4.15%
- VNQ3.40%
- BSV3.40%
- BNDX3.06%
- VB1.39%
Share classes counted separately81.47%
Portfolio value by quarter
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-USETF View history and evidence | $35.16M | 22.13% | 175.23K shares | Prior unavailable — | — | ↗▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $29.36M | 18.48% | 61.23K shares | Prior unavailable — | — | ↗▾ |
| 03 | VWOVANGUARD FTSE EMERGING MARKEETF View history and evidence | $25.28M | 15.92% | 421.97K shares | Prior unavailable — | — | ↗▾ |
| 04 | IJHISHARES CORE S&P MIDCAP ETFETF View history and evidence | $8.27M | 5.21% | 126.79K shares | Prior unavailable — | — | ↗▾ |
| 05 | IEMGISHARES CORE MSCI EMERGINGETF View history and evidence | $6.88M | 4.33% | 104.38K shares | Prior unavailable — | — | ↗▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $6.59M | 4.15% | 55.48K shares | Prior unavailable — | — | ↗▾ |
| 07 | VNQVANGUARD REAL ESTATE ETFETF View history and evidence | $5.41M | 3.40% | 59.15K shares | Prior unavailable — | — | ↗▾ |
| 08 | BSVVANGUARD SHORT-TERM BOND ETFETF View history and evidence | $5.41M | 3.40% | 68.66K shares | Prior unavailable — | — | ↗▾ |
| 09 | BNDXVANGUARD TOTAL INTL BOND ETFETF View history and evidence | $4.86M | 3.06% | 98.25K shares | Prior unavailable — | — | ↗▾ |
| 10 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $2.20M | 1.39% | 8.66K 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 2088337 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 158860141
}Research all 215 reported holdings.
This page includes 30 of 215 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 215 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2088337","quarter":"2025Q3","page_size":100}
get_institutional_manager_history
{"cik":"2088337","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
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.