Vested Financial Planning, LLC

Est. AUM

$131.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$38.1M	980912	29.04%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$18.7M	550554	14.25%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.6M	27724	12.62%	SOLE
4	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$9.7M	202623	7.40%	SOLE
5	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.4M	174360	5.61%	SOLE
6	SPDR INDEX SHS FDS	STATE STREET SPD	$6.9M	150138	5.22%	SOLE
7	VANGUARD MUN BD FDS	TAX EXEMPT BD	$6.7M	134624	5.12%	SOLE
8	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$6.2M	168632	4.72%	SOLE
9	VANGUARD INDEX FDS	EXTEND MKT ETF	$4.0M	19488	3.06%	SOLE
10	APPLE INC	COM	$2.5M	9652	1.87%	SOLE
11	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$2.2M	42004	1.68%	SOLE
12	SPDR INDEX SHS FDS	STATE STREET SPD	$2.2M	46808	1.67%	SOLE
13	ISHARES TR	CORE UNIVRSL USD	$1.5M	33153	1.17%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4416	1.08%	SOLE
15	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$927K	17165	0.71%	SOLE
16	ISHARES TR	CORE US AGGBD ET	$874K	8806	0.67%	SOLE
17	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$862K	6231	0.66%	SOLE
18	ISHARES TR	CORE INTL AGGR	$859K	17163	0.65%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$795K	1223	0.61%	SOLE
20	ISHARES TR	MSCI EAFE ETF	$646K	6650	0.49%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$606K	1050	0.46%	SOLE
22	VANGUARD WORLD FD	INF TECH ETF	$322K	461	0.25%	SOLE
23	ISHARES TR	ESG MSCI LEADR	$290K	2549	0.22%	SOLE
24	ISHARES TR	CORE 80/20 AGGRE	$274K	3096	0.21%	SOLE
25	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$274K	10324	0.21%	SOLE
26	AIRBNB INC	COM CL A	$271K	2143	0.21%	SOLE
27	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$216K	3373	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.