HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VUG) |
120,235 | -1,968 | $41,385 |
| VUG | 120,235 | -1,968 | $41,385 |
| VANGUARD INDEX FDS (VTV) |
181,440 | -2,502 | $29,549 |
| VTV | 181,440 | -2,502 | $29,549 |
| VANGUARD INDEX FDS (VO) |
53,298 | -567 | $13,317 |
| VO | 53,298 | -567 | $13,317 |
| VANGUARD INDEX FDS (VBR) |
55,822 | -343 | $10,711 |
| VBR | 55,822 | -343 | $10,711 |
| VANGUARD INDEX FDS (VB) |
44,205 | -433 | $10,105 |
| VB | 44,205 | -433 | $10,105 |
| VANGUARD INDEX FDS (VBK) |
31,135 | -13 | $8,118 |
| VBK | 31,135 | -13 | $8,118 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
103,336 | -554 | $6,061 |
| VEU | 103,336 | -554 | $6,061 |
| VANGUARD INDEX FDS (VOO) |
7,706 | -90 | $3,704 |
| VOO | 7,706 | -90 | $3,704 |
| VANGUARD INDEX FDS (VOE) |
22,520 | -40 | $3,511 |
| VOE | 22,520 | -40 | $3,511 |
| VANGUARD INDEX FDS (VTI) |
9,953 | -188 | $2,587 |
| VTI | 9,953 | -188 | $2,587 |
| VANGUARD INDEX FDS (VXF) |
11,297 | -25 | $1,980 |
| VXF | 11,297 | -25 | $1,980 |
| VANGUARD INDEX FDS (VOT) |
6,980 | -70 | $1,646 |
| VOT | 6,980 | -70 | $1,646 |
| BANK AMERICA CORP |
35,117 | -800 | $1,332 |
| BAC | 35,117 | -800 | $1,332 |
| VANGUARD WORLD FD (MGK) |
4,200 | UNCH | $1,204 |
| MGK | 4,200 | UNCH | $1,204 |
| VANGUARD TAX MANAGED FDS (VEA) |
20,769 | -100 | $1,042 |
| VEA | 20,769 | -100 | $1,042 |
| VANGUARD WORLD FD (VDE) |
7,900 | -200 | $1,040 |
| VDE | 7,900 | -200 | $1,040 |
| PHILIP MORRIS INTL INC |
9,052 | -300 | $829 |
| PM | 9,052 | -300 | $829 |
| TRUIST FINL CORP |
20,014 | UNCH | $780 |
| TFC | 20,014 | UNCH | $780 |
| VANGUARD INDEX FDS (VV) |
3,182 | -45 | $763 |
| VV | 3,182 | -45 | $763 |
| EXXON MOBIL CORP |
6,517 | UNCH | $758 |
| XOM | 6,517 | UNCH | $758 |
| ADOBE INC |
1,405 | -6 | $709 |
| ADBE | 1,405 | -6 | $709 |
| ICF INTL INC |
4,130 | -1,545 | $622 |
| ICFI | 4,130 | -1,545 | $622 |
| MICROSOFT CORP |
1,226 | UNCH | $516 |
| MSFT | 1,226 | UNCH | $516 |
| ALTRIA GROUP INC |
10,753 | UNCH | $469 |
| MO | 10,753 | UNCH | $469 |
| AT&T INC |
25,577 | UNCH | $450 |
| T | 25,577 | UNCH | $450 |
| MONDELEZ INTL INC |
6,379 | UNCH | $447 |
| MDLZ | 6,379 | UNCH | $447 |
| SOUTHERN CO |
6,150 | UNCH | $441 |
| SO | 6,150 | UNCH | $441 |
| AMERICAN ELEC PWR CO INC |
4,769 | UNCH | $411 |
| AEP | 4,769 | UNCH | $411 |
| GENERAL ELECTRIC CO |
2,058 | +2,058 | $361 |
| COM | 2,058 | +2,058 | $361 |
| AUTOZONE INC |
113 | UNCH | $356 |
| AZO | 113 | UNCH | $356 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
8,310 | UNCH | $347 |
| VWO | 8,310 | UNCH | $347 |
| COMCAST CORP NEW |
7,969 | UNCH | $345 |
| CMCSA | 7,969 | UNCH | $345 |
| VANGUARD INDEX FDS (VNQ) |
3,986 | UNCH | $345 |
| VNQ | 3,986 | UNCH | $345 |
| FIDELITY COVINGTON TRUST |
12,815 | UNCH | $332 |
| FENY | 12,815 | UNCH | $332 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
5,135 | -630 | $288 |
| RDVY | 5,135 | -630 | $288 |
| ISHARES TR (IVE) |
1,317 | UNCH | $246 |
| IVE | 1,317 | UNCH | $246 |
| ISHARES TR (IJK) |
2,560 | UNCH | $234 |
| IJK | 2,560 | UNCH | $234 |
| ISHARES TR (SCZ) |
3,350 | UNCH | $212 |
| SCZ | 3,350 | UNCH | $212 |
 BERKSHIRE HATHAWAY INC DEL |
$210 | ||
| BRK.B | 500 | +500 | $210 |
| APPLE INC |
1,202 | UNCH | $206 |
| AAPL | 1,202 | UNCH | $206 |
See Full List: All Stocks Held By Fee Only Financial Planning L.C.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Fee Only Financial Planning L.C.
|
Size ($ in 1000's)
At 03/31/2024: $148,173 At 12/31/2023: $138,451 Fee Only Financial Planning L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fee Only Financial Planning L.C. 13F filings. Link to 13F filings: SEC filings |
