Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Frisco Financial Planning LLC (CIK 2133972) reported $132.7M across 29 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VB ($16.2M, 12.23%), VTEB ($15.5M, 11.65%), VEA ($14.4M, 10.83%), SCHX ($12.7M, 9.55%), VTIP ($11.1M, 8.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-Cap ETF | $16.2M | 12.23% | 53,540 | Trimmed |
| 2 | VTEB | Vanguard Tax-Exempt Bond ETF | $15.5M | 11.65% | 305,744 | Added |
| 3 | VEA | Vanguard FTSE Developed Markets ETF | $14.4M | 10.83% | 201,714 | Trimmed |
| 4 | SCHX | Schwab US Large-Cap ETF | $12.7M | 9.55% | 430,602 | Trimmed |
| 5 | VTIP | Vanguard Short-Term Infl-Prot Secs ETF | $11.1M | 8.34% | 220,218 | Added |
| 6 | VCIT | Vanguard Interm-Term Corp Bd ETF | $10.3M | 7.78% | 124,918 | Trimmed |
| 7 | SPY | SPDR S&P 500 ETF Trust | $10.2M | 7.68% | 13,650 | Added |
| 8 | AGG | iShares Core US Aggregate Bond ETF | $9.3M | 7.02% | 94,135 | Added |
| 9 | IEMG | iShares Core MSCI Emerging Markets ETF | $7.0M | 5.26% | 84,306 | Trimmed |
| 10 | BNDX | Vanguard Total International Bond ETF | $5.5M | 4.17% | 114,178 | Added |
| 11 | SCHH | Schwab US REIT ETF | $5.5M | 4.14% | 232,260 | Added |
| 12 | SCHA | Schwab US Small-Cap ETF | $4.8M | 3.64% | 133,851 | Trimmed |
| 13 | VNQ | Vanguard Real Estate ETF | $3.7M | 2.77% | 38,084 | Trimmed |
| 14 | SPYM | SPDR Portfolio S&P 500 ETF | $2.6M | 1.97% | 29,690 | Added |
| 15 | SCHF | Schwab International Equity ETF | $1.7M | 1.26% | 60,586 | Added |
| 16 | MUB | iShares National Muni Bond ETF | $707,817 | 0.53% | 6,577 | Added |
| 17 | IJR | iShares Core S&P Small-Cap ETF | $414,140 | 0.31% | 2,792 | Trimmed |
| 18 | VTI | Vanguard Total Stock Market ETF | $349,866 | 0.26% | 945 | Added |
| 19 | VOO | Vanguard S&P 500 ETF | $180,308 | 0.14% | 263 | Added |
| 20 | TSLA | Tesla Motors Inc. | $169,922 | 0.13% | 404 | Hold |
| 21 | VEU | Vanguard FTSE All-Wld ex-US ETF | $119,363 | 0.09% | 1,425 | Added |
| 22 | BRKB | Berkshire Hathaway Class B | $66,051 | 0.05% | 132 | Hold |
| 23 | AOA | iShares Core Aggressive Allocation ETF | $65,554 | 0.05% | 672 | Added |
| 24 | MSFT | Microsoft Corporation | $49,239 | 0.04% | 132 | Hold |
| 25 | VWO | Vanguard FTSE Emerging Markets ETF | $38,573 | 0.03% | 646 | Added |
Source: SEC Form 13F filings · as of 2026-06-30