QF

Quantum Financial Planning Services, Inc.

13F
Quantum Financial Planning Services, Inc.
Last update 2025-05-09 38 Stocks (4 new)
Value $183.00 Mil Turnover 5 %
Countries:
Top Holdings: VCSH(32.22%)VUG(25.05%)SPLG(15.99%)BND(12.98%)VCRB(3.13%)
Summary Stock Picks Current Portfolio
Quantum Financial Planning Ser... 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
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
746,084
58,895.9
+2.76%
32.220
+0.87%
0.160
+1.88%
+3.77%
35,004.9
 
VUG
Vanguard Growth ETF
123,485
45,790.9
+2.30%
25.050
+0.56%
0.030
+27.48%
+9.52%
167,127.0
 
SPLG
SPDR Portfolio S&P 500 ETF
444,516
29,231.4
+4.17%
15.990
+0.64%
0.050
+19.60%
+7.78%
76,985.6
 
BND
Vanguard Total Bond Market ETF
323,140
23,734.6
+8.98%
12.980
+1.07%
0.020
+1.26%
+3.27%
127,496.0
 
VCRB
Vanguard Core Bond ETF
73,882
5,720.7
+6.72%
3.130
+0.20%
0.270
+1.51%
+3.55%
2,958.0
 
DFAT
Dimensional U.S. Targeted Value ETF
51,822
2,668.3
+11.17%
1.460
+0.15%
0.030
+17.36%
+0.20%
10,960.9
 
COST
Costco Wholesale Corp
2,403
2,271.3
+10.18%
1.240
+0.11%
0.000
-4.25%
+4.03%
421,724.5
Retail - Defensive
AAPL
Apple Inc
8,086
1,796.2
+20.49%
0.980
+0.17%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
3,896
1,463.1
+104.73%
0.800
+0.41%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AMZN
Amazon.com Inc
6,513
1,239.1
+26.56%
0.680
+0.14%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical

Quantum Financial Planning Services, Inc.'s Historical Top Holdings Breakdowns

Quantum Financial Planning Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+1.07%
●
71.17 ($72.57) 73.66
$72.85
0.39%
Add 8.98%
323,140
26,629
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.87%
●
77.7 ($78.41) 78.94
$79.23
1.05%
Add 2.76%
746,084
20,032
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.64%
●
64.88 ($69.16) 72.1
$73.84
6.77%
Add 4.17%
444,516
17,794
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.56%
●
369.1 ($404.54) 427.61
$448.39
10.84%
Add 2.3%
123,485
2,775
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.41%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Add 104.73%
3,896
1,993
VCRB
Vanguard Core Bond ETF
2025-03-31
Add
Add
+0.20%
●
74.92 ($76.52) 77.71
$76.79
0.35%
Add 6.72%
73,882
4,655
AAPL
Apple Inc
2025-03-31
Add
Add
+0.17%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 20.49%
8,086
1,375
CGBL
Capital Group Core Balanced ETF
2025-03-31
Reduce
Reduce
-0.16%
●
30.81 ($31.74) 32.56
$33.67
6.08%
Reduce -46.42%
10,738
-9,304
NULG
Nuveen ESG Large-Cap Growth ETF
2025-03-31
New Buy
New Buy
+0.15%
●
77.67 ($84.84) 90.15
$95.62
12.71%
New holding
3,455
3,455
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
Add
Add
+0.15%
●
50.44 ($55.03) 58.1
$55.35
0.58%
Add 11.17%
51,822
5,207

Quantum Financial Planning Services, Inc. Total Holding History ($B)

To

Quantum Financial Planning Services, Inc.'s Asset Allocation

To

Quantum Financial Planning Services, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Quantum Financial Planning Services, Inc.'s Hypothetical Growth since 2025-03-31

Quantum Financial Planning Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Quantum Financial Planning Services, Inc.'s Holdings Heat Map

Size field:

Quantum Financial Planning Services, Inc.'s Holdings Bubble Chart

Quantum Financial Planning Services, Inc. News

  • 1

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