Vested Financial Planning, LLC Portfolio Holdings
Q3 2025•30 long positions•$123.3M portfolio value
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Holding30 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $37.6M 30.53% | +$709.4K Bought | — 975.9K shares | 957.6K → 975.9K +$709.4K | +1.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $17.4M 14.09% | +$235.5K Bought | — 553.6K shares | 546.1K → 553.6K +$235.5K | +1.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.1M 12.24% | -$85.1K Sold | — 24.6K shares | 24.8K → 24.6K −$85.1K | -0.56% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.3M 7.53% | +$372.1K Bought | — 193.5K shares | 185.8K → 193.5K +$372.1K | +4.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.0M 5.67% | +$583.2K Bought | — 163.5K shares | 149.8K → 163.5K +$583.2K | +9.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.4M 5.2% | +$108.3K Bought | — 169.7K shares | 166.8K → 169.7K +$108.3K | +1.72% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.5M 4.48% | +$41.2K Bought | — 129.2K shares | 128.2K → 129.2K +$41.2K | +0.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.1M 4.15% | -$54.5K Sold | — 102.3K shares | 103.4K → 102.3K −$54.5K | -1.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.84% | -$53.8K Sold | — 16.7K shares | 17.0K → 16.7K −$53.8K | -1.51% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.5M 2.0% | -$254.6K Sold | 0.0% 9.7K shares | 10.7K → 9.7K −$254.6K | -9.35% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.7% | +$145.2K Bought | — 38.8K shares | 36.1K → 38.8K +$145.2K | +7.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.52% | +$983.0 Bought | — 40.0K shares | 40.0K → 40.0K +$983.0 | +0.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.02% | +$263.2K Bought | — 3.8K shares | 3.0K → 3.8K +$263.2K | +26.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $903.2K 0.733% | +$96.1K Bought | — 19.3K shares | 17.3K → 19.3K +$96.1K | +11.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $871.9K 0.707% | +$59.6K Bought | — 15.7K shares | 14.6K → 15.7K +$59.6K | +7.33% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $836.1K 0.678% | +$192.8K Bought | — 8.3K shares | 6.4K → 8.3K +$192.8K | +29.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $833.9K 0.676% | +$431.3K Bought | — 6.1K shares | 2.9K → 6.1K +$431.3K | +107.12% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $789.2K 0.64% | +$136.5K Bought | — 1.2K shares | 980.0 → 1.2K +$136.5K | +20.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $630.4K 0.511% | — | — 1.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $592.7K 0.481% | +$119.7K Bought | — 6.3K shares | 5.1K → 6.3K +$119.7K | +25.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $505.4K 0.41% | +$54.7K Bought | — 9.9K shares | 8.8K → 9.9K +$54.7K | +12.14% | — — | Q4 2024 Held for 11 months | |
Electronic Gaming & Multimedia Technology | $481.5K 0.391% | +$481.5K New | 0.001% 3.5K shares | 0 → 3.5K +$481.5K | New | $96.0B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $470.4K 0.382% | +$9.2K Bought | — 4.0K shares | 3.9K → 4.0K +$9.2K | +2.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $344.2K 0.279% | — | — 461.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $269.7K 0.219% | +$39.1K Bought | — 9.9K shares | 8.4K → 9.9K +$39.1K | +16.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $254.0K 0.206% | +$33.1K Bought | — 2.9K shares | 2.5K → 2.9K +$33.1K | +14.96% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $253.9K 0.206% | +$5.1K Bought | — 2.7K shares | 2.7K → 2.7K +$5.1K | +2.06% | — — | Q4 2024 Held for 11 months | |
Travel Services Consumer Cyclical | $224.8K 0.182% | -$78.2K Sold | 0.0% 1.9K shares | 2.5K → 1.9K −$78.2K | -25.8% | $74.3B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $209.6K 0.17% | — | — 4.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $202.1K 0.164% | +$202.1K New | — 3.4K shares | 0 → 3.4K +$202.1K | New | — — | Q3 2025 Held for 2 months |
