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.
Wrenne Financial Planning LLC (CIK 2023054) reported $255.0M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($54.3M, 21.28%), VEU ($42.5M, 16.66%), SLYV ($19.2M, 7.53%), VNQ ($18.5M, 7.24%), BND ($15.1M, 5.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $54.3M | 21.28% | 169,193 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $42.5M | 16.66% | 565,858 | Added |
| 3 | SLYV | SPDR SERIES TRUST | $19.2M | 7.53% | 202,964 | Added |
| 4 | VNQ | VANGUARD INDEX FDS | $18.5M | 7.24% | 208,089 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $15.1M | 5.91% | 204,589 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $13.5M | 5.28% | 249,186 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $12.5M | 4.92% | 162,625 | Added |
| 8 | SCHB | SCHWAB STRATEGIC TR | $10.9M | 4.29% | 435,387 | Added |
| 9 | SPDW | SPDR INDEX SHS FDS | $10.5M | 4.13% | 230,898 | Added |
| 10 | VBR | VANGUARD INDEX FDS | $9.7M | 3.82% | 44,821 | Added |
| 11 | MUB | ISHARES TR | $8.2M | 3.21% | 77,162 | Added |
| 12 | SPEM | SPDR INDEX SHS FDS | $5.5M | 2.16% | 117,502 | Added |
| 13 | VTEB | VANGUARD MUN BD FDS | $4.2M | 1.65% | 84,455 | Trimmed |
| 14 | AAPL | APPLE INC | $3.9M | 1.51% | 15,182 | Added |
| 15 | SPYG | SPDR SERIES TRUST | $2.8M | 1.09% | 28,427 | Trimmed |
| 16 | SCHF | SCHWAB STRATEGIC TR | $2.8M | 1.09% | 112,810 | Added |
| 17 | SPYV | SPDR SERIES TRUST | $2.4M | 0.94% | 42,304 | Trimmed |
| 18 | SCHH | SCHWAB STRATEGIC TR | $2.1M | 0.81% | 96,662 | Added |
| 19 | VBIL | VANGUARD INSTL INDEX FD | $2.0M | 0.78% | 26,283 | Hold |
| 20 | SPTM | SPDR SERIES TRUST | $1.6M | 0.61% | 19,786 | Trimmed |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.0M | 0.41% | 16,360 | Trimmed |
| 22 | VTWV | VANGUARD SCOTTSDALE FDS | $1.0M | 0.39% | 5,992 | Trimmed |
| 23 | VBK | VANGUARD INDEX FDS | $992,270 | 0.39% | 3,283 | Trimmed |
| 24 | SPAB | SPDR SERIES TRUST | $990,695 | 0.39% | 38,669 | Added |
| 25 | MSFT | MICROSOFT CORP | $838,462 | 0.33% | 2,265 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31