Vested Financial Planning, LLCETFConcentrated trader

CIK: 0002044679 | SAN CARLOS, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	30	$143.0M	2026-10-28	SEC ↗
Q2 2026	13F-HR	29	$148.9M	2026-08-05	SEC ↗
Q1 2026	13F-HR	27	$131.3M	2026-04-16	SEC ↗
Q3 2025	13F-HR	30	$123.3M	2025-10-29	SEC ↗
Q2 2025	13F-HR	28	$112.4M	2025-07-22	SEC ↗
Q1 2025	13F-HR	25	$100.1M	2025-04-30	SEC ↗
Q4 2024	13F-HR	25	$105.6M	2025-01-29	SEC ↗