United Financial Planning Group LLC

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CIK 2088337

13F portfolio (2026-Q1)

$169M

Positions

462

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

462

Top 5

60.1%

Top 10

76.0%

Effective N

10.3

HHI

0.097

This quarter

174 new · 0 exit →

By sector

Unclassified89.8%

Information Technology3.0%

Health Care1.8%

Consumer Discretionary1.4%

Financials1.1%

Industrials0.8%

Communication Services0.8%

Utilities0.6%

Other0.8%

By market cap

Unknown89.8%

Mega (>$200B)7.2%

Large ($10–200B)2.9%

Mid ($2–10B)0.1%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other89.8%

North America10.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	90.03%	122
Pharmaceuticals & Biotechnology	1.70%	22
Technology Hardware & Equipment	1.39%	23
Specialty Retail	1.04%	16
Semiconductors & Semiconductor Equipment	0.80%	16
Software & IT Services	0.69%	9
Software	0.63%	13
Utilities	0.61%	16
Commercial Services & Supplies	0.53%	15
Metals & Mining	0.34%	5
Banks	0.29%	22
Oil, Gas & Consumable Fuels	0.25%	8
Capital Markets	0.20%	18
Hotels, Restaurants & Leisure	0.19%	8
Airlines	0.15%	3
Automobiles & Components	0.14%	7
Aerospace & Defense	0.14%	10
Communications Equipment	0.14%	3
Machinery	0.13%	16
Construction & Engineering	0.07%	9
Media & Entertainment	0.06%	6
Insurance	0.06%	16
Beverages	0.06%	4
Chemicals	0.04%	11
Entertainment	0.04%	3
Distributors	0.04%	8
Health Care Equipment & Supplies	0.03%	8
Equity Real Estate Investment Trusts (REITs)	0.02%	1
Road & Rail	0.02%	4
Electrical Equipment & Components	0.02%	4
Diversified Telecommunication Services	0.02%	4
Life Sciences Tools & Services	0.01%	6
Paper & Forest Products	0.01%	3
Health Care Providers & Services	0.01%	2
Coal & Consumable Fuels	0.01%	1
Real Estate Management & Development	0.01%	3
Tobacco	0.01%	2
Food & Staples Retailing	0.01%	3
Professional Services	0.01%	2
Food Products	0.01%	3
Agricultural Products	0.00%	1
Construction Materials	0.00%	1
Household Durables	0.00%	1
Textiles, Apparel & Luxury Goods	0.00%	2
Diversified Consumer Services	0.00%	1
Transportation Infrastructure	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VTV	VANGUARD INDEX FDS	Unclassified	17.96%
2	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	16.51%
3	VUG	VANGUARD INDEX FDS	Unclassified	16.18%
4	IJH	ISHARES TR	Unclassified	5.13%
5	IJR	ISHARES TR	Unclassified	4.33%
6	IEMG	ISHARES INC	Unclassified	4.13%
7	VNQ	VANGUARD INDEX FDS	Unclassified	3.61%
8	BNDX	VANGUARD CHARLOTTE FDS	Unclassified	3.38%
9	BSV	VANGUARD BD INDEX FDS	Unclassified	2.58%
10	VO	VANGUARD INDEX FDS	Unclassified	2.22%

341/462 names classified · sector 10.2% of weight · industry 10.0% · mkt cap 10.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 3 quarters

Information TechnologyAAPL, NVDA, MSFT, AVGO, ORCL · other

Consumer DiscretionaryWMT, AMZN, MCD, TSLA, HD · other

FinancialsV, BRK.B, JPM, ING, GS · other

MaterialsNEM, B, AEM, CL, LIN · other

Health CareABBV, JNJ, NVS, PFE, LLY · other

IndustrialsMCO, FDX, BA, CAT, SPGI · other

Communication ServicesGOOGL, GOOG, META, DIS, NFLX · other

UtilitiesED, NEE, NRG, WMB, LNG · other

EnergyXOM, CVX, VLO, HCC, HAL · other

Consumer StaplesPEP, KO, PM, MNST, MO · other

Real EstateSMA, SILA, AKR, BN, COMP · other

UnclassifiedVUG, VTV, VEA, VTI, VWO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 10.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 10% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (314 classified)United Financial Planning Group LLC centroid (Large Core)

Information TechnologyHealth CareConsumer DiscretionaryIndustrialsFinancialsCommunication ServicesUtilitiesMaterialsEnergyConsumer StaplesReal Estate

Style box summary for United Financial Planning Group LLC: centroid Large Core. Heaviest cells: Large Growth 4.0%, Large Value 2.4%, Large Core 2.1%.

Classified: 9.9% of book weight (314/461 names) · unclassified 90.1%: VTV, VEA, VUG, IJH, IJR, IEMG, VNQ, BNDX, BSV, VO +137 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 462 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VTVVANGUARD INDEX FDS	154,900	$30M	18.0%	HOLD
2	VEAVANGUARD TAX-MANAGED FDS	435,762	$28M	16.5%	ADD 4%
3	VUGVANGUARD INDEX FDS	62,649	$27M	16.2%	ADD 8%
4	IJHISHARES TR	128,495	$9M	5.1%	HOLD
5	IJRISHARES TR	58,924	$7M	4.3%	ADD 4%
6	IEMGISHARES INC	100,070	$7M	4.1%	HOLD
7	VNQVANGUARD INDEX FDS	68,853	$6M	3.6%	ADD 11%
8	BNDXVANGUARD CHARLOTTE FDS	118,846	$6M	3.4%	ADD 17%
9	BSVVANGUARD BD INDEX FDS	55,691	$4M	2.6%	ADD 15%
10	VOVANGUARD INDEX FDS	13,077	$4M	2.2%	HOLD
11	ABBVABBVIE INC	11,471	$2M	1.5%	ADD 959%
12	VTIVANGUARD INDEX FDS	7,186	$2M	1.4%	ADD 7%
13	IGSBISHARES TR	43,253	$2M	1.3%	ADD 3%
14	AAPLAPPLE INC	7,915	$2M	1.2%	HOLD
15	VBVANGUARD INDEX FDS	7,456	$2M	1.2%	TRIM −4%
16	IDEVISHARES TR	23,076	$2M	1.1%	TRIM −3%
17	GLDSPDR GOLD TR	3,920	$2M	1.0%	ADD 46%
18	VXUSVANGUARD STAR FDS	20,402	$2M	0.9%	TRIM −25%
19	VWOVANGUARD INTL EQUITY INDEX F	28,297	$2M	0.9%	TRIM −5%
20	SLVISHARES SILVER TR	20,068	$1M	0.8%	ADD 24%
21	WMTWALMART INC	9,398	$1M	0.7%	HOLD
22	BIVVANGUARD BD INDEX FDS	14,940	$1M	0.7%	HOLD
23	NVDANVIDIA CORPORATION	5,820	$1M	0.6%	ADD 15%
24	EDCONSOLIDATED EDISON INC	8,115	$918,485	0.5%	HOLD
25	SPYSTATE STR SPDR S&P 500 ETF T	1,330	$865,258	0.5%	TRIM −21%
26	VOOVANGUARD INDEX FDS	1,402	$837,587	0.5%	ADD 9%
27	MSFTMICROSOFT CORP	1,945	$719,981	0.4%	ADD 15%
28	NEMNEWMONT CORP	4,913	$531,796	0.3%	TRIM −34%
29	GOOGLALPHABET INC	1,639	$471,361	0.3%	ADD 23%
30	BRK.BBERKSHIRE HATHAWAY INC DEL	952	$456,198	0.3%	ADD 5%
31	VYMVANGUARD WHITEHALL FDS	2,983	$441,782	0.3%	TRIM −18%
32	XLESELECT SECTOR SPDR TR	6,667	$408,437	0.2%	HOLD
33	MCOMOODYS CORP	877	$382,591	0.2%	ADD 5%
34	VVISA INC	1,223	$369,693	0.2%	ADD 4%
35	AMZNAMAZON COM INC	1,718	$357,808	0.2%	ADD 7%
36	XOMEXXON MOBIL CORP	2,040	$346,106	0.2%	TRIM −15%
37	GOOGALPHABET INC	1,198	$343,708	0.2%	ADD 17%
38	VPUVANGUARD WORLD FD	1,691	$335,055	0.2%	HOLD
39	METAMETA PLATFORMS INC	551	$315,244	0.2%	ADD 41%
40	BLVVANGUARD BD INDEX FDS	4,314	$296,743	0.2%	HOLD
41	VIGVANGUARD SPECIALIZED FUNDS	1,316	$283,026	0.2%	TRIM −13%
42	IVVISHARES TR	425	$277,307	0.2%	ADD 7%
43	QQQINVESCO QQQ TR	467	$269,543	0.2%	HOLD
44	VBRVANGUARD INDEX FDS	1,209	$262,674	0.2%	ADD 2139%
45	MCDMCDONALDS CORP	839	$260,750	0.2%	ADD 3%
46	FDXFEDEX CORP	664	$236,598	0.1%	ADD 5%
47	LQDISHARES TR	2,155	$234,889	0.1%	ADD 11%
48	ORCLORACLE CORP	1,511	$222,283	0.1%	TRIM −38%
49	JPMJPMORGAN CHASE & CO	738	$216,966	0.1%	TRIM −31%
50	TSLATESLA INC	577	$214,500	0.1%	ADD 11%
51	SCHOSCHWAB SHORT-TERM US TREASURY ETF	8,646	$209,838	0.1%	ADD 5782%
52	SCHQSCHWAB STRATEGIC TR	5,718	$179,717	0.1%	NEW
53	VCSHVANGUARD SCOTTSDALE FDS	2,212	$175,351	0.1%	TRIM −21%
54	AVGOBROADCOM INC	564	$174,433	0.1%	TRIM −63%
55	IEFAISHARES TR	1,555	$140,774	0.1%	TRIM −7%
56	IBMINTERNATIONAL BUSINESS MACHS	571	$138,405	0.1%	TRIM −12%
57	VVVANGUARD INDEX FDS	461	$137,770	0.1%	HOLD
58	BNDVANGUARD BD INDEX FDS	1,714	$126,196	0.1%	TRIM −83%
59	BABOEING CO	627	$124,760	0.1%	ADD 2%
60	PICKISHARES INC	2,143	$121,293	0.1%	ADD 4%
61	FBTCFIDELITY WISE ORIGIN BITCOIN	1,995	$117,765	0.1%	TRIM −4%
62	MSIMOTOROLA SOLUTIONS INC	244	$105,889	0.1%	TRIM −51%
63	MSIFMSC INCOME FUND INC	8,363	$101,861	0.1%	NEW
64	MSMORGAN STANLEY	610	$100,388	0.1%	ADD 4%
65	CATCATERPILLAR INC	134	$95,219	0.1%	ADD 10%
66	IBBISHARES TR	558	$94,218	0.1%	HOLD
67	QCOMQUALCOMM INC	725	$93,366	0.1%	ADD 7%
68	HDHOME DEPOT INC	279	$91,760	0.1%	TRIM −40%
69	PDBCINVESCO ACTVELY MNGD ETC FD	4,854	$84,071	0.0%	NEW
70	JNJJOHNSON & JOHNSON	339	$82,865	0.0%	ADD 47%
71	EFAISHARES TR	841	$81,686	0.0%	HOLD
72	BACBANK AMERICA CORP	1,607	$78,341	0.0%	ADD 26%
73	SCHZSCHWAB STRATEGIC TR	3,328	$77,275	0.0%	TRIM −74%
74	VXFVANGUARD INDEX FDS	353	$72,647	0.0%	HOLD
75	LLYELI LILLY & CO	74	$68,063	0.0%	ADD 90%
76	PIOINVESCO EXCH TRADED FD TR II	1,060	$67,776	0.0%	NEW
77	ITOTISHARES TR	464	$66,087	0.0%	NEW
78	GSGOLDMAN SACHS GROUP INC	78	$65,987	0.0%	TRIM −33%
79	BXBLACKSTONE INC	560	$64,394	0.0%	HOLD
80	MRKMERCK & CO INC	519	$62,431	0.0%	ADD 23%
81	PEPPEPSICO INC	391	$60,718	0.0%	ADD 2%
82	IWMISHARES TR	213	$52,824	0.0%	HOLD
83	NFLXNETFLIX INC	540	$51,921	0.0%	ADD 54%
84	SDYSPDR SER TR	355	$51,809	0.0%	ADD 255%
85	DISDISNEY WALT CO	505	$48,672	0.0%	ADD 12%
86	DHID R HORTON INC	333	$45,694	0.0%	HOLD
87	VNQIVANGUARD INTL EQUITY INDEX F	1,000	$44,458	0.0%	HOLD
88	LMTLOCKHEED MARTIN CORP	72	$43,516	0.0%	ADD 18%
89	CMCSACOMCAST CORP NEW	1,493	$42,877	0.0%	ADD 13%
90	USBUS BANCORP	784	$40,776	0.0%	ADD 10%
91	VEGIISHARES INC	897	$40,577	0.0%	HOLD
92	SMASMARTSTOP SELF STORAG REIT I	1,337	$40,484	0.0%	HOLD
93	ADIANALOG DEVICES INC	127	$40,404	0.0%	ADD 69%
94	MAMASTERCARD INCORPORATED	78	$38,973	0.0%	ADD 136%
95	AMGNAMGEN INC	110	$38,822	0.0%	ADD 47%
96	LOWLOWES COS INC	163	$38,514	0.0%	ADD 34%
97	VGTVANGUARD WORLD FD	55	$38,375	0.0%	HOLD
98	ESGUISHARES TR	271	$38,305	0.0%	HOLD
99	IXUSISHARES TR	431	$37,302	0.0%	ADD 47%
100	SNDKSANDISK CORP	58	$36,850	0.0%	NEW
101	XLUSELECT SECTOR SPDR TR	790	$36,253	0.0%	NEW
102	VCITVANGUARD SCOTTSDALE FDS	410	$33,925	0.0%	TRIM −12%
103	GOVTISHARES TR	1,464	$33,550	0.0%	ADD 331%
104	VSSVANGUARD INTL EQUITY INDEX F	228	$33,183	0.0%	TRIM −7%
105	XTISHARES TR	480	$32,712	0.0%	NEW
106	PLTRPALANTIR TECHNOLOGIES INC	221	$32,328	0.0%	HOLD
107	PGPROCTER AND GAMBLE CO	220	$31,777	0.0%	ADD 7%
108	SPGIS&P GLOBAL INC	73	$31,050	0.0%	TRIM −45%
109	CIENCIENA CORP	78	$30,282	0.0%	HOLD
110	PZAINVESCO EXCH TRADED FD TR II	1,315	$30,214	0.0%	TRIM −39%
111	BWXSPDR SERIES TRUST	1,365	$29,957	0.0%	TRIM −55%
112	PHMPULTE GROUP INC	249	$29,285	0.0%	ADD 48%
113	CSCOCISCO SYS INC	376	$29,174	0.0%	ADD 41%
114	NOCNORTHROP GRUMMAN CORP	41	$28,306	0.0%	ADD 32%
115	LRCXLAM RESEARCH CORP	129	$27,562	0.0%	ADD 579%
116	IBITISHARES BITCOIN TRUST ETF	714	$27,432	0.0%	NEW
117	SYKSTRYKER CORPORATION	74	$24,316	0.0%	HOLD
118	CAHCARDINAL HEALTH INC	114	$24,089	0.0%	ADD 33%
119	ICEINTERCONTINENTAL EXCHANGE IN	152	$23,907	0.0%	ADD 25%
120	USIGISHARES TR	466	$23,858	0.0%	ADD 19%
121	GEGE AEROSPACE	83	$23,579	0.0%	TRIM −3%
122	IJSISHARES TR	199	$23,572	0.0%	HOLD
123	NEENEXTERA ENERGY INC	253	$23,499	0.0%	ADD 23%
124	SCHBSCHWAB STRATEGIC TR	931	$23,379	0.0%	ADD 146%
125	TAT&T INC	806	$23,375	0.0%	ADD 51%
126	SBUXSTARBUCKS CORP	258	$23,114	0.0%	TRIM −17%
127	VTEBVANGUARD MUN BD FDS	458	$22,850	0.0%	NEW
128	KOCOCA COLA CO	300	$22,798	0.0%	HOLD
129	NRGNRG ENERGY INC	148	$21,629	0.0%	ADD 2367%
130	CCITIGROUP INC	186	$21,094	0.0%	ADD 994%
131	ADSKAUTODESK INC	88	$21,067	0.0%	ADD 24%
132	GLDMWORLD GOLD TR	226	$20,948	0.0%	NEW
133	VRTVERTIV HOLDINGS CO	83	$20,798	0.0%	ADD 938%
134	COFCAPITAL ONE FINL CORP	109	$19,885	0.0%	ADD 127%
135	AMATAPPLIED MATLS INC	58	$19,824	0.0%	ADD 1833%
136	XLKSELECT SECTOR SPDR TR	149	$19,740	0.0%	TRIM −57%
137	MPWRMONOLITHIC PWR SYS INC	18	$19,680	0.0%	ADD 157%
138	HWMHOWMET AEROSPACE INC	85	$19,589	0.0%	ADD 35%
139	COHRCOHERENT CORP	81	$19,295	0.0%	NEW
140	BLKBLACKROCK INC	20	$19,234	0.0%	HOLD
141	NOWSERVICENOW INC	180	$18,819	0.0%	ADD 64%
142	CSXCSX CORP	447	$18,349	0.0%	ADD 49%
143	COSTCOSTCO WHSL CORP NEW	18	$17,936	0.0%	HOLD
144	OEFISHARES TR	56	$17,812	0.0%	HOLD
145	CRMSALESFORCE INC	94	$17,547	0.0%	ADD 27%
146	FLUSHING FINL CORP	1,125	$17,280	0.0%	HOLD
147	METMETLIFE INC	241	$17,044	0.0%	ADD 98%
148	SPMBSPDR SER TR	761	$17,039	0.0%	NEW
149	TKOTKO GROUP HOLDINGS INC	84	$16,939	0.0%	ADD 163%
150	SCHFSCHWAB STRATEGIC TR	678	$16,781	0.0%	NEW
151	WBSWEBSTER FINL CORP CONN	240	$16,661	0.0%	ADD 243%
152	HCCWARRIOR MET COAL INC	178	$16,581	0.0%	NEW
153	CMICUMMINS INC	30	$16,141	0.0%	NEW
154	TRVTRAVELERS COMPANIES INC	55	$16,042	0.0%	ADD 53%
155	HALHALLIBURTON CO	411	$16,025	0.0%	NEW
156	APPAPPLOVIN CORP	40	$15,920	0.0%	ADD 82%
157	ESGDISHARES TR	166	$15,868	0.0%	HOLD
158	MGKVanguard Mega Cap Growth ETF	43	$15,796	0.0%	HOLD
159	TXNTEXAS INSTRS INC	81	$15,725	0.0%	ADD 62%
160	FEZSPDR INDEX SHS FDS	253	$15,706	0.0%	NEW
161	MELIMERCADOLIBRE INC	9	$15,561	0.0%	ADD 125%
162	ROKROCKWELL AUTOMATION INC	43	$15,432	0.0%	ADD 48%
163	XLFSELECT SECTOR SPDR TR	312	$15,418	0.0%	HOLD
164	ABTABBOTT LABS	149	$15,298	0.0%	ADD 64%
165	PHPARKER-HANNIFIN CORP	17	$15,219	0.0%	NEW
166	UNHUNITEDHEALTH GROUP INC	54	$14,612	0.0%	ADD 260%
167	VOTVANGUARD INDEX FDS	56	$14,348	0.0%	HOLD
168	DIASPDR DOW JONES INDL AVERAGE	30	$13,896	0.0%	TRIM −25%
169	PFEPFIZER INC	493	$13,843	0.0%	TRIM −86%
170	TJXTJX COS INC NEW	86	$13,734	0.0%	ADD 1333%
171	PANWPALO ALTO NETWORKS INC	85	$13,627	0.0%	ADD 55%
172	BIIBBIOGEN INC	74	$13,566	0.0%	NEW
173	AZOAUTOZONE INC	4	$13,511	0.0%	ADD 300%
174	IAUISHARES GOLD TR	152	$13,400	0.0%	HOLD
175	JEPQJ P MORGAN EXCHANGE TRADED F	236	$13,103	0.0%	NEW
176	VRTXVERTEX PHARMACEUTICALS INC	29	$12,950	0.0%	ADD 81%
177	EEXEMERALD HOLDING INC	2,866	$12,926	0.0%	TRIM −19%
178	VLOVALERO ENERGY CORP	52	$12,848	0.0%	TRIM −50%
179	SHWSHERWIN WILLIAMS CO	39	$12,501	0.0%	NEW
180	CVXCHEVRON CORP NEW	60	$12,414	0.0%	TRIM −70%
181	DEDEERE & CO	22	$12,393	0.0%	HOLD
182	GMGENERAL MTRS CO	166	$12,367	0.0%	NEW
183	MUMICRON TECHNOLOGY INC	36	$12,162	0.0%	HOLD
184	SPTISPDR SERIES TRUST	419	$12,003	0.0%	HOLD
185	MPCMARATHON PETE CORP	49	$11,965	0.0%	TRIM −28%
186	WDCWESTERN DIGITAL CORP	44	$11,902	0.0%	HOLD
187	IONSIONIS PHARMACEUTICALS INC	158	$11,864	0.0%	ADD 1875%
188	MSCIMSCI INC	22	$11,858	0.0%	NEW
189	SPSMSPDR SERIES TRUST	245	$11,838	0.0%	HOLD
190	HCAHCA HEALTHCARE INC	25	$11,831	0.0%	NEW
191	STRLSTERLING INFRASTRUCTURE INC	29	$11,811	0.0%	NEW
192	KLACKLA CORP	8	$11,779	0.0%	ADD 167%
193	INTUINTUIT	27	$11,674	0.0%	ADD 145%
194	NANCTIDAL TRUST I	276	$11,629	0.0%	NEW
195	KOMPSPDR SERIES TRUST	195	$11,403	0.0%	NEW
196	GEVGE VERNOVA INC	13	$11,348	0.0%	HOLD
197	TERTERADYNE INC	37	$10,969	0.0%	NEW
198	CFGCITIZENS FINL GROUP INC	182	$10,915	0.0%	NEW
199	ZMZOOM COMMUNICATIONS INC	135	$10,853	0.0%	NEW
200	REGNREGENERON PHARMACEUTICALS	14	$10,817	0.0%	ADD 100%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security	2024-Q4	2025-Q1	2025-Q2	2025-Q3	2025-Q4	2026-Q1	Latest value
VTVVANGUARD INDEX FDS	—	—	—	49	155K	155K	$30M
VEAVANGUARD TAX-MANAGED FDS	—	—	—	—	418K	436K	$28M
VUGVANGUARD INDEX FDS	—	—	—	61K	58K	63K	$27M
IJHISHARES TR	—	—	—	127K	127K	128K	$9M
IJRISHARES TR	—	—	—	55K	57K	59K	$7M
IEMGISHARES INC	—	—	—	104K	101K	100K	$7M
VNQVANGUARD INDEX FDS	—	—	—	59K	62K	69K	$6M
BNDXVANGUARD CHARLOTTE FDS	—	—	—	98K	102K	119K	$6M
BSVVANGUARD BD INDEX FDS	—	—	—	69K	48K	56K	$4M
VOVANGUARD INDEX FDS	—	—	—	—	13K	13K	$4M
ABBVABBVIE INC	—	—	—	917	1K	11K	$2M
VTIVANGUARD INDEX FDS	—	—	—	175K	7K	7K	$2M
IGSBISHARES TR	—	—	—	38K	42K	43K	$2M
AAPLAPPLE INC	—	—	—	7K	8K	8K	$2M
VBVANGUARD INDEX FDS	—	—	—	9K	8K	7K	$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆United Financial Planning Group LLC