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United Financial Planning Group LLC

Q3 2025 Holdings

Filed 2025-11-13 | 230 holdings | $158.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Mid Cap ETF(VTI)ETF922908769$35.2M175,23022.1%
Vanguard Growth ETF(VUG)ETF922908736$29.4M61,22718.5%
Vanguard Ftse Developed Markets ETF(VWO)ETF922042858$25.3M421,96615.9%
Ishares Core S&P Mid Capetf(IJH)ETF464287507$8.3M126,7895.2%
Ishares Core Msci Emerging ETF(IEMG)ETF46434G103$6.9M104,3804.3%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$6.6M55,4804.2%
Vanguard Real Estate ETF(VNQ)ETF922908553$5.4M59,1453.4%
Vanguard Intermediate Term Bond ETF(BSV)ETF921937827$5.4M68,6593.4%
Vanguard Total International BND ETF(BNDX)ETF92203J407$4.9M98,2533.1%
Vanguard Small Cap ETF(VB)ETF922908751$2.2M8,6631.4%
Ishares TR IS 1-5 YR in GR CR BD ETF(IGSB)ETF464288646$2.0M38,4251.3%
Vanguard Total International STK ETF(VXUS)ETF921909768$2.0M26,9801.2%
Ishares Core Msci Intrl Dvlp MKT ETF(IDEV)ETF46435G326$1.9M23,8771.2%
Apple Inc(AAPL)COM037833100$1.7M6,8651.1%
Vanguard Ftse Emerging Markets ETF(VT)ETF922042742$1.7M32,0611.1%
Vanguard Dividend Appreciation ETF(VOO)ETF922908363$1.2M3,2570.8%
Walmart Inc(WMT)COM931142103$985.4K9,5610.6%
Spdr Gold Shares ETF(GLD)ETF78463V107$889.0K2,5010.6%
Newmont Corp(NEM)COM651639106$873.1K10,3550.5%
Barrick MNG Corp(B)COM06849F108$848.3K25,8860.5%
Consolidated Edison Inc(ED)COM209115104$808.5K8,0440.5%
Nvidia Corp(NVDA)COM67066G104$708.3K3,7960.4%
Spdr S&P 500 ETF(SPY)ETF78462F103$654.9K9830.4%
Ishares Silver Trust ETF(SLV)ETF46428Q109$634.4K14,9730.4%
Microsoft Corp(MSFT)COM594918104$627.8K1,2120.4%
Moodys Corp(MCO)COM615369105$601.8K1,2630.4%
Vanguard Total Bond Market ETF(BND)ETF921937835$577.6K7,7660.4%
Invsc S P 500 Equal Weight ETF(IVV)ETF464287200$353.8K5480.2%
JPMorgan Chase & Co(JPM)COM46625H100$324.8K1,0300.2%
Vanguard Utilities ETF(VPU)ETF92204A876$320.3K1,6910.2%
Schwab US Aggregate Bondetf(SCHZ)ETF808524839$319.7K13,6220.2%
Visa Inc Class A(V)COM92826C839$315.1K9230.2%
Broadcom Inc(AVGO)COM11135F101$306.9K9300.2%
Vanguard Long Term Bond ETF(BLV)ETF921937793$300.0K4,2350.2%
Energy Select Sector Spdr ETF(XLE)ETF81369Y506$294.9K3,3010.2%
Alphabet Inc Class Class A(GOOGL)COM02079K305$282.8K1,1630.2%
Invesco QQQ TR(QQQ)ETF46090E103$250.4K4170.2%
Mcdonalds Corp(MCD)COM580135101$237.9K7830.1%
Amazon.com Inc(AMZN)COM023135106$237.8K1,0830.1%
Motorola Solutions Inc(MSI)COM620076307$225.4K4930.1%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$218.1K2,1850.1%
Vanguard Short Term COR BD ETF(VCSH)ETF92206C409$214.8K2,6870.1%
Ishares Iboxx Invt Gradebond ETF(LQD)ETF464287242$213.8K1,9180.1%
Abbvie Inc(ABBV)COM00287Y109$212.4K9170.1%
Invsc S P Global Water Index ETF(REET)ETF46434V647$195.8K2,5180.1%
Alphabet Inc Class C(GOOG)COM02079K107$187.9K7710.1%
Meta Platforms Inc Class A(META)COM30303M102$187.3K2550.1%
Home Depot Inc(HD)COM437076102$185.0K4570.1%
IBM Corp(IBM)COM459200101$183.4K6500.1%
Tesla Inc(TSLA)COM88160R101$177.9K4000.1%
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