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United Financial Planning Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

United Financial Planning Group LLC

报告期 2026-03-31 · CIK 0002088337

持仓数

462

前50大市值合计

$161.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTV VANGUARD VALUE INDEX

ETF

$30.4M

154,900

18.8%

VEA VANGUARD FTSE DEVELOPED

ETF

$27.9M

435,762

17.2%

VUG VANGUARD GROWTH INDEX

ETF

$27.4M

62,649

16.9%

IJH ISHARES CORE S&P MID-CAP

ETF

$8.7M

128,495

5.4%

IJR ISHARES CORE S&P

ETF

$7.3M

58,924

4.5%

IEMG ISHARES CORE MSCI

ETF

$7.0M

100,070

4.3%

VNQ VANGUARD REAL ESTATE

ETF

$6.1M

68,853

3.8%

BNDX VANGUARD TOTAL INT BOND

ETF

$5.7M

118,846

3.5%

BSV VANGUARD SHORT-TERM BOND

ETF

$4.4M

55,691

2.7%

VO VANGUARD MID-CAP INDEX

ETF

$3.8M

13,077

2.3%

ABBV ABBVIE INC

COM

$2.5M

11,471

1.5%

VTI VANGUARD TOTAL STOCK

ETF

$2.3M

7,186

1.4%

IGSB ISHARES 1-5 YEAR

ETF

$2.3M

43,253

1.4%

AAPL APPLE INC

COM

$2.0M

7,915

1.2%

VB VANGUARD SMALL-CAP INDEX

ETF

$2.0M

7,456

1.2%

IDEV ISHARES CORE MSCI

ETF

$1.9M

23,076

1.2%

GLD SPDR GOLD SHARES

ETF

$1.7M

3,920

1.0%

VXUS VANGUARD TOTAL INT STOCK

ETF

$1.6M

20,402

1.0%

VWO VANGUARD FTSE EMERGING

ETF

$1.5M

28,297

0.9%

SLV ISHARES SILVER TRUST

ETF

$1.4M

20,068

0.8%

WMT WALMART INC

COM

$1.2M

9,398

0.7%

BIV VANGUARD INT TERM BOND

ETF

$1.2M

14,940

0.7%

NVDA NVIDIA CORP

COM

$1.0M

5,820

0.6%

ED CONSOLIDATED EDISON INC

COM

$918.5K

8,115

0.6%

SPY STATE STREET SPDR S&P

ETF

$865.3K

1,330

0.5%

VOO VANGUARD S&P 500 ETF

ETF

$837.6K

1,402

0.5%

MSFT MICROSOFT CORP

COM

$720.0K

1,945

0.4%

NEM NEWMONT CORP

COM

$531.8K

4,913

0.3%

GOOGL ALPHABET INC

COM

$471.4K

1,639

0.3%

BRK/B BERKSHIRE HATHAWAY

COM

$456.2K

952

0.3%

VYM VANGUARD HIGH DIVIDEND

ETF

$441.8K

2,983

0.3%

XLE STATE STREET ENERGY

ETF

$408.4K

6,667

0.3%

MCO MOODYS CORP

COM

$382.6K

877

0.2%

V VISA INC

COM

$369.7K

1,223

0.2%

AMZN AMAZON.COM INC

COM

$357.8K

1,718

0.2%

— EXXON MOBIL CORP

COM

$346.1K

2,040

0.2%

GOOG ALPHABET INC

COM

$343.7K

1,198

0.2%

VPU VANGUARD UTILITIES INDEX

ETF

$335.1K

1,691

0.2%

META META PLATFORMS INC

COM

$315.2K

551

0.2%

BLV VANGUARD LONG-TERM BOND

ETF

$296.7K

4,314

0.2%

VIG VANGUARD DIVIDEND

ETF

$283.0K

1,316

0.2%

IVV ISHARES CORE S&P 500

ETF

$277.3K

425

0.2%

QQQ INVESCO QQQ TR

ETF

$269.5K

467

0.2%

VBR VANGUARD SMALL-CAP VALUE

ETF

$262.7K

1,209

0.2%

MCD MCDONALDS CORP

COM

$260.8K

839

0.2%

FDX FEDEX CORP

COM

$236.6K

664

0.1%

LQD ISHARES IBOXX $

ETF

$234.9K

2,155

0.1%

ORCL ORACLE CORP

COM

$222.3K

1,511

0.1%

JPM JPMORGAN CHASE & CO

COM

$217.0K

738

0.1%

TSLA TESLA INC

COM

$214.5K

577

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

67%前 6 大占比

VTV18.8%VEA17.2%VUG16.9%IJH5.4%IJR4.5%IEMG4.3%