Financial Planning Hawaii, Inc.

Est. AUM

$169.6M

13F long equity, this entity only

Positions

123

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$15.9M	62487	9.35%	SOLE
2	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.7M	44972	5.70%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$8.6M	26926	5.09%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.5M	12509	4.41%	SOLE
5	MICROSOFT CORP	COM	$7.5M	20125	4.39%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	24865	2.14%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.6M	18725	2.12%	SOLE
8	VANGUARD INDEX FDS	MID CAP ETF	$3.5M	12063	2.04%	SOLE
9	ALPHABET INC	CAP STK CL C	$3.1M	10981	1.86%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET UTI	$3.1M	68160	1.84%	SOLE
11	VANGUARD STAR FDS	VG TL INTL STK F	$3.1M	40358	1.84%	SOLE
12	ALPHABET INC	CAP STK CL A	$3.1M	10793	1.83%	SOLE
13	WORLD GOLD TR	SPDR GLD MINIS	$3.1M	33250	1.82%	SOLE
14	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.9M	19709	1.72%	SOLE
15	JOHNSON & JOHNSON	COM	$2.8M	11271	1.62%	SOLE
16	CHEVRON CORPORATION	COM	$2.7M	12989	1.58%	SOLE
17	ABBVIE INC	COM	$2.6M	12173	1.56%	SOLE
18	AMAZON COM INC	COM	$2.5M	12177	1.50%	SOLE
19	LOCKHEED MARTIN CORP	COM	$2.4M	4026	1.43%	SOLE
20	ISHARES TR	0-3 MNTH TREASRY	$2.4M	24087	1.43%	SOLE
21	CISCO SYS INC	COM	$2.2M	28699	1.31%	SOLE
22	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	34313	1.30%	SOLE
23	AMGEN INC	COM	$2.2M	6180	1.28%	SOLE
24	VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	7989	1.23%	SOLE
25	NVIDIA CORPORATION	COM	$2.1M	11892	1.22%	SOLE
26	ROSS STORES INC	COM	$1.9M	8560	1.09%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$1.8M	14123	1.04%	SOLE
28	PIMCO ETF TR	MULTISECTOR BD	$1.7M	66169	1.02%	SOLE
29	PROCTER & GAMBLE CO	COM	$1.7M	11577	0.99%	SOLE
30	EXXON MOBIL CORP	COM	$1.5M	8787	0.88%	SOLE
31	VERIZON COMMUNICATIONS INC	COM	$1.5M	29271	0.87%	SOLE
32	ILLINOIS TOOL WKS INC	COM	$1.5M	5589	0.86%	SOLE
33	CUMMINS INC	COM	$1.4M	2680	0.85%	SOLE
34	INVESCO QQQ TR	UNIT SER 1	$1.4M	2482	0.84%	SOLE
35	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.4M	27497	0.84%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.4M	4770	0.83%	SOLE
37	WALMART INC	COM	$1.3M	10851	0.80%	SOLE
38	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.3M	14033	0.77%	SOLE
39	VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.2M	13948	0.73%	SOLE
40	TRAVELERS COMPANIES INC	COM	$1.2M	4190	0.72%	SOLE
41	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.2M	43547	0.72%	SOLE
42	GENERAL DYNAMICS CORP	COM	$1.1M	3277	0.66%	SOLE
43	RTX CORPORATION	COM	$1.0M	5434	0.62%	SOLE
44	NORTHROP GRUMMAN CORP	COM	$993K	1455	0.59%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$940K	1445	0.55%	SOLE
46	KROGER CO	COM	$939K	12975	0.55%	SOLE
47	SPDR GOLD TR	GOLD SHS	$906K	2105	0.53%	SOLE
48	AFLAC INC	COM	$833K	7592	0.49%	SOLE
49	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$817K	26638	0.48%	SOLE
50	BROADCOM INC	COM	$810K	2617	0.48%	SOLE

1–50 of 123

1 / 3

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