FO

Fee-Only Financial Planning, L.C.

13F
Fee-Only Financial Planning, L.C.
Last update 2025-07-17 41 Stocks (2 new)
Value $162.00 Mil Turnover 1 %
Countries:
Top Holdings: VUG(30.10%)VTV(18.70%)VO(8.98%)VBR(6.48%)VB(6.43%)
Summary Stock Picks Current Portfolio
Fee-Only Financial Planning, L... Top Holdings of 2025-06-30 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
110,916
48,625.4
+0.51%
30.100
+0.15%
0.030
+27.48%
+9.52%
167,127.0
 
VTV
Vanguard Value ETF
170,888
30,202.7
+0.53%
18.700
+0.10%
0.020
+10.43%
+6.13%
132,881.1
 
VO
Vanguard Mid-Cap ETF
51,815
14,499.4
+0.41%
8.980
+0.04%
0.020
+16.32%
+8.70%
80,548.8
 
VBR
Vanguard Small Cap Value ETF
53,675
10,467.2
+0.04%
6.480
0%
0.040
+16.37%
+2.31%
28,479.3
 
VB
Vanguard Small Cap ETF
43,819
10,384.3
+0.90%
6.430
+0.06%
0.020
+17.90%
+1.99%
61,352.9
 
VBK
Vanguard Small Cap Growth ETF
30,239
8,374.4
+0.26%
5.180
+0.01%
0.050
+19.83%
+1.36%
18,252.8
 
VEU
Vanguard FTSE All-World ex-US ETF
101,844
6,845.9
+0.99%
4.240
+0.04%
0.020
+13.13%
+18.20%
44,208.3
 
VOO
Vanguard S&P 500 ETF
7,813
4,438.1
+4.69%
2.750
+0.12%
0.000
+19.59%
+7.78%
660,834.1
 
VOE
Vanguard Mid-Cap Value ETF
22,771
3,744.9
+0.60%
2.320
+0.01%
0.020
+11.04%
+4.56%
17,498.4
 
VTI
Vanguard Total Stock Market ETF
9,264
2,815.6
+1.58%
1.740
+0.03%
0.000
+19.82%
+7.35%
476,615.2
 

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
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-06-30
Add
Add
+0.18%
●
172.42 ($202.27) 223.89
$211.18
4.41%
Add 122.39%
2,582
1,421
ICFI
ICF International Inc
2025-06-30
Sold Out
Sold Out
-0.17%
●
78.62 ($84.73) 88.51
$83.48
-1.48%
Sold Out
0
-2,968
GEV
GE Vernova Inc
2025-06-30
New Buy
New Buy
+0.15%
●
271.48 ($414.61) 529.15
$574.60
38.59%
New holding
454
454
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.15%
●
329.49 ($394.63) 438.4
$448.39
13.62%
Add 0.51%
110,916
564
ED
Consolidated Edison Inc
2025-06-30
Sold Out
Sold Out
-0.14%
●
98.05 ($105.94) 113.3
$101.08
-4.59%
Sold Out
0
-1,847
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.12%
●
456.74 ($525.37) 568.03
$576.92
9.81%
Add 4.69%
7,813
350
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.10%
●
153.67 ($168.97) 176.74
$177.66
5.14%
Add 0.53%
170,888
903
VB
Vanguard Small Cap ETF
2025-06-30
Add
Add
+0.06%
●
193.73 ($223.07) 237.37
$243.27
9.06%
Add 0.9%
43,819
390
VO
Vanguard Mid-Cap ETF
2025-06-30
Add
Add
+0.04%
●
228.54 ($262.5) 279.83
$284.74
8.47%
Add 0.41%
51,815
214
VEU
Vanguard FTSE All-World ex-US ETF
2025-06-30
Add
Add
+0.04%
●
54.19 ($63.27) 67.22
$67.17
6.16%
Add 0.99%
101,844
1,003

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 2025-06-30

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

  • 1

Discussions on Fee-Only Financial Planning, L.C.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.