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.
United Financial Planning Group LLC (CIK 2088337) reported $169.2M across 460 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($30.4M, 17.96%), VEA ($27.9M, 16.51%), VUG ($27.4M, 16.18%), IJH ($8.7M, 5.13%), IJR ($7.3M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE INDEX | $30.4M | 17.96% | 154,900 | Trimmed |
| 2 | VEA | VANGUARD FTSE DEVELOPED | $27.9M | 16.51% | 435,762 | Added |
| 3 | VUG | VANGUARD GROWTH INDEX | $27.4M | 16.18% | 62,649 | Added |
| 4 | IJH | ISHARES CORE S&P MID-CAP | $8.7M | 5.13% | 128,495 | Added |
| 5 | IJR | ISHARES CORE S&P | $7.3M | 4.33% | 58,924 | Added |
| 6 | IEMG | ISHARES CORE MSCI | $7.0M | 4.13% | 100,070 | Trimmed |
| 7 | VNQ | VANGUARD REAL ESTATE | $6.1M | 3.61% | 68,853 | Added |
| 8 | BNDX | VANGUARD TOTAL INT BOND | $5.7M | 3.38% | 118,846 | Added |
| 9 | BSV | VANGUARD SHORT-TERM BOND | $4.4M | 2.58% | 55,691 | Added |
| 10 | VO | VANGUARD MID-CAP INDEX | $3.8M | 2.22% | 13,077 | Trimmed |
| 11 | ABBV | ABBVIE INC | $2.5M | 1.47% | 11,471 | Added |
| 12 | VTI | VANGUARD TOTAL STOCK | $2.3M | 1.36% | 7,186 | Added |
| 13 | IGSB | ISHARES 1-5 YEAR | $2.3M | 1.34% | 43,253 | Added |
| 14 | AAPL | APPLE INC | $2.0M | 1.19% | 7,915 | Added |
| 15 | VB | VANGUARD SMALL-CAP INDEX | $2.0M | 1.15% | 7,456 | Trimmed |
| 16 | IDEV | ISHARES CORE MSCI | $1.9M | 1.14% | 23,076 | Trimmed |
| 17 | GLD | SPDR GOLD SHARES | $1.7M | 1.00% | 3,920 | Added |
| 18 | VXUS | VANGUARD TOTAL INT STOCK | $1.6M | 0.93% | 20,402 | Trimmed |
| 19 | VWO | VANGUARD FTSE EMERGING | $1.5M | 0.90% | 28,297 | Trimmed |
| 20 | SLV | ISHARES SILVER TRUST | $1.4M | 0.81% | 20,068 | Added |
| 21 | WMT | WALMART INC | $1.2M | 0.69% | 9,398 | Added |
| 22 | BIV | VANGUARD INT TERM BOND | $1.2M | 0.68% | 14,940 | Added |
| 23 | NVDA | NVIDIA CORP | $1.0M | 0.60% | 5,820 | Added |
| 24 | ED | CONSOLIDATED EDISON INC | $918,485 | 0.54% | 8,115 | Added |
| 25 | SPY | STATE STREET SPDR S&P | $865,258 | 0.51% | 1,330 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31