FO

Fee-Only Financial Planning, L.C.

13F
Fee-Only Financial Planning, L.C.
Last update 2025-05-02 41 Stocks (1 new)
Value $146.00 Mil Turnover 0 %
Countries:
Top Holdings: VUG(27.93%)VTV(20.04%)VO(9.11%)VBR(6.82%)VB(6.57%)
Summary Stock Picks Current Portfolio
Fee-Only Financial Planning, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
110,352
40,920.5
-2.17%
27.930
-0.65%
0.030
+22.75%
+7.86%
164,480.8
 
VTV
Vanguard Value ETF
169,985
29,363.2
-1.69%
20.040
-0.32%
0.020
+10.76%
+6.49%
132,298.5
 
VO
Vanguard Mid-Cap ETF
51,601
13,345.0
-1.65%
9.110
-0.15%
0.020
+16.29%
+7.74%
79,383.2
 
VBR
Vanguard Small Cap Value ETF
53,656
9,995.6
-0.66%
6.820
-0.05%
0.040
+18.01%
+2.65%
28,516.4
 
VB
Vanguard Small Cap ETF
43,429
9,630.5
-0.77%
6.570
-0.05%
0.020
+18.12%
+1.59%
60,849.6
 
VBK
Vanguard Small Cap Growth ETF
30,160
7,593.4
-0.36%
5.180
-0.02%
0.040
+18.34%
-0.04%
17,868.9
 
VEU
Vanguard FTSE All-World ex-US ETF
100,841
6,117.0
-0.41%
4.180
-0.02%
0.020
+15.29%
+18.04%
43,828.6
 
VOO
Vanguard S&P 500 ETF
7,463
3,835.4
0%
2.620
0%
0.000
+17.21%
+7.08%
654,655.2
 
VOE
Vanguard Mid-Cap Value ETF
22,635
3,633.8
0%
2.480
0%
0.020
+12.21%
+4.54%
17,472.3
 
VTI
Vanguard Total Stock Market ETF
9,120
2,506.5
-3.81%
1.710
-0.07%
0.000
+17.65%
+6.63%
471,718.0
 

Fee-Only Financial Planning, L.C.'s Historical Top Holdings Breakdowns

Fee-Only Financial Planning, L.C.'s Top Stock Picks View Full List
Ticker
VUG
VTV
VO
ED
ICFI
PM
VTI
VB
VBR
TFC
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.65%
●
369.1 ($404.54) 427.61
$441.63
9.17%
Reduce -2.17%
110,352
-2,451
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-0.32%
●
167.73 ($174.39) 179.21
$178.26
2.22%
Reduce -1.69%
169,985
-2,916
VO
Vanguard Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.15%
●
251.87 ($268.43) 277.95
$282.23
5.14%
Reduce -1.65%
51,601
-866
ED
Consolidated Edison Inc
2025-03-31
New Buy
New Buy
+0.14%
●
88 ($98.07) 110.59
$100.59
2.57%
New holding
1,847
1,847
ICFI
ICF International Inc
2025-03-31
Reduce
Reduce
-0.09%
●
77.68 ($104.74) 133.28
$87.57
-16.39%
Reduce -29.43%
2,968
-1,238
PM
Philip Morris International Inc
2025-03-31
Reduce
Reduce
-0.08%
●
117.15 ($141.65) 158.79
$179.91
27.01%
Reduce -11.27%
7,876
-1,000
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.07%
●
271.18 ($290.53) 303.12
$307.02
5.68%
Reduce -3.81%
9,120
-361
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-0.05%
●
217.89 ($238.81) 252.64
$242.30
1.46%
Reduce -0.77%
43,429
-337
VBR
Vanguard Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.05%
●
182.99 ($197.54) 207.75
$201.16
1.83%
Reduce -0.66%
53,656
-356
TFC
Truist Financial Corp
2025-03-31
Reduce
Reduce
-0.02%
●
39.48 ($44.55) 48.15
$45.43
1.98%
Reduce -5.32%
15,041
-845

Fee-Only Financial Planning, L.C. Total Holding History ($B)

To

Fee-Only Financial Planning, L.C.'s Asset Allocation

To

Fee-Only Financial Planning, L.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fee-Only Financial Planning, L.C.'s Hypothetical Growth since 2025-03-31

Fee-Only Financial Planning, L.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

Fee-Only Financial Planning, L.C.'s Holdings Heat Map

Size field:

Fee-Only Financial Planning, L.C.'s Holdings Bubble Chart

Fee-Only Financial Planning, L.C. News

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