Vested Financial Planning, LLC
RIA/Wealth
Vested Financial Planning, LLC is a RIA/Wealth based in Bellingham, WA led by Thomas Hsin Lo, managing $123.3M across 30 long positions as of Q3 2025 with 97% ETF concentration, 89% concentrated in top 10 holdings, and 31% allocation to DFAC.
CCOThomas Hsin Lo
- Portfolio Value
- $123.3M
- Positions
- 30
- Top Holding
- DFAC at 30.53%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Vested Financial Planning, LLC's portfolio (88.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $37.6M | 30.53% | +$709.4K Bought | — 975.9K shares | |
ETF ETF | $17.4M | 14.09% | +$235.5K Bought | — 553.6K shares | |
ETF ETF | $15.1M | 12.24% | -$85.1K Sold | — 24.6K shares | |
ETF ETF | $9.3M | 7.53% | +$372.1K Bought | — 193.5K shares | |
ETF ETF | $7.0M | 5.67% | +$583.2K Bought | — 163.5K shares | |
ETF ETF | $6.4M | 5.20% | +$108.3K Bought | — 169.7K shares | |
ETF ETF | $5.5M | 4.48% | +$41.2K Bought | — 129.2K shares | |
ETF ETF | $5.1M | 4.15% | -$54.5K Sold | — 102.3K shares | |
ETF ETF | $3.5M | 2.84% | -$53.8K Sold | — 16.7K shares | |
Consumer Electronics Technology | $2.5M | 2.00% | -$254.6K Sold | 0.00% 9.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Vested Financial Planning, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+107.12% | |
+29.97% | |
+26.63% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-25.8% | |
-9.35% | |
-1.51% | |
-1.05% | |
-0.56% |
Analytics
Portfolio insights and performance metrics for Vested Financial Planning, LLC
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