Partners in Financial Planning historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 20 quarters from 2021-06-30 to 2026-06-30, Partners in Financial Planning opened 70 positions, added to 668, reduced 378 and sold out of 46.
- Q2 2026: Stock SPDW; Country of operation —; Class ST STR PO EX ETF; Shares before 0.
- Q2 2026: Stock SPYG; Country of operation —; Class ST STR P500GRW; Shares before 0.
- Q2 2026: Stock SPYV; Country of operation —; Class ST STR P500VAL; Shares before 0.
- Q2 2026: Stock SPEM; Country of operation —; Class ST PORT MARK ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054264), 20 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-02-26); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-02-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-02-26); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-02-26); Q3 2023 (2023-06-30 to 2023-09-30, filed 2025-03-04); Q2 2023 (2023-03-31 to 2023-06-30, filed 2025-02-26); Q1 2023 (2022-12-31 to 2023-03-31, filed 2025-02-26); Q4 2022 (2022-09-30 to 2022-12-31, filed 2025-05-05); Q3 2022 (2022-06-30 to 2022-09-30, filed 2025-05-05); Q2 2022 (2022-03-31 to 2022-06-30, filed 2025-05-05); Q1 2022 (2021-12-31 to 2022-03-31, filed 2025-05-05); Q4 2021 (2021-09-30 to 2021-12-31, filed 2025-05-05); Q3 2021 (2021-06-30 to 2021-09-30, filed 2025-05-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | | ST STR PO EX ETF | 0 | 291,107 | +291,107 | $0 | $14,668,868 | +$14,668,868 | 2026-08-10 |
|---|
| Q2 2026 | SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | | ST STR P500GRW | 0 | 41,432 | +41,432 | $0 | $4,930,048 | +$4,930,048 | 2026-08-10 |
|---|
| Q2 2026 | SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | | ST STR P500VAL | 0 | 70,630 | +70,630 | $0 | $4,293,602 | +$4,293,602 | 2026-08-10 |
|---|
| Q2 2026 | SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | | ST PORT MARK ETF | 0 | 71,590 | +71,590 | $0 | $3,706,936 | +$3,706,936 | 2026-08-10 |
|---|
| Q2 2026 | SLYV
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | | ST STR SP600SM C | 0 | 31,729 | +31,729 | $0 | $3,461,937 | +$3,461,937 | 2026-08-10 |
|---|
| Q2 2026 | SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | | ST STR AGGRE ETF | 0 | 106,260 | +106,260 | $0 | $2,711,767 | +$2,711,767 | 2026-08-10 |
|---|
| Q2 2026 | SLYG
STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | | ST STR SP600GRWO | 0 | 18,158 | +18,158 | $0 | $2,163,211 | +$2,163,211 | 2026-08-10 |
|---|
| Q2 2026 | SPTS
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | | ST SHO TREAS ETF | 0 | 40,176 | +40,176 | $0 | $1,165,492 | +$1,165,492 | 2026-08-10 |
|---|
| Q2 2026 | DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF | | US COR EQU 2 ETF | 0 | 20,741 | +20,741 | $0 | $920,074 | +$920,074 | 2026-08-10 |
|---|
| Q2 2026 | VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF | | 0 3 MO TR BI ETF | 0 | 11,250 | +11,250 | $0 | $851,386 | +$851,386 | 2026-08-10 |
|---|
| Q2 2026 | DFSV
DIMENSIONAL US SMALL CAP VALUE ETF | | US SMALL CAP ETF | 0 | 14,413 | +14,413 | $0 | $559,064 | +$559,064 | 2026-08-10 |
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| Q2 2026 | RSP
INVESCO S&P 500 EQUAL WEIGHT ETF | | S&P500 EQL WGT | 0 | 2,425 | +2,425 | $0 | $516,012 | +$516,012 | 2026-08-10 |
|---|
| Q2 2026 | IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF | | MSCI INTL QUALTY | 0 | 7,096 | +7,096 | $0 | $351,607 | +$351,607 | 2026-08-10 |
|---|
| Q2 2026 | AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | | CORE 80 20 ETF | 0 | 2,934 | +2,934 | $0 | $286,394 | +$286,394 | 2026-08-10 |
|---|
| Q2 2026 | SDY
STATE STREET SPDR S&P DIVIDEND ETF | | ST STR SP DIV | 0 | 1,632 | +1,632 | $0 | $248,390 | +$248,390 | 2026-08-10 |
|---|
| Q2 2026 | SPHQ
INVESCO S&P 500 QUALITY ETF | | S&P500 QUALITY | 0 | 2,588 | +2,588 | $0 | $233,179 | +$233,179 | 2026-08-10 |
|---|
| Q2 2026 | IWY
ISHARES RUSSELL TOP 200 GROWTH ETF | | RUS TP200 GR ETF | 0 | 796 | +796 | $0 | $231,334 | +$231,334 | 2026-08-10 |
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| Q2 2026 | DFAR
DIMENSIONAL US REAL ESTATE ETF | | US REAL ESTA ETF | 0 | 8,557 | +8,557 | $0 | $223,842 | +$223,842 | 2026-08-10 |
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| Q2 2026 | ESGV
VANGUARD ESG U.S. STOCK ETF | | ESG US STK ETF | 0 | 1,656 | +1,656 | $0 | $219,027 | +$219,027 | 2026-08-10 |
|---|
| Q2 2026 | IWR
ISHARES RUSSELL MIDCAP ETF | | RUS MID CAP ETF | 0 | 1,959 | +1,959 | $0 | $216,146 | +$216,146 | 2026-08-10 |
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| Q2 2026 | ICF
ISHARES SELECT U.S. REIT ETF | | SELECT US REIT | 0 | 3,046 | +3,046 | $0 | $206,001 | +$206,001 | 2026-08-10 |
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| Q2 2026 | VOE
VANGUARD MID-CAP VALUE ETF | | MCAP VL IDXVIP | 0 | 1,017 | +1,017 | $0 | $200,934 | +$200,934 | 2026-08-10 |
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| Q1 2026 | DFNM
DIMENSIONAL ETF TRUST | | NATL MUN BD ETF | 0 | 15,960 | +15,960 | $0 | $764,978 | +$764,978 | 2026-05-11 |
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| Q1 2026 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 0 | 13,904 | +13,904 | $0 | $387,226 | +$387,226 | 2026-05-11 |
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| Q1 2026 | IQLT
ISHARES TR | | MSCI INT QUALITY | 0 | 7,096 | +7,096 | $0 | $328,048 | +$328,048 | 2026-05-11 |
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| Q1 2026 | DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 0 | 8,100 | +8,100 | $0 | $315,564 | +$315,564 | 2026-05-11 |
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| Q1 2026 | DFAR
DIMENSIONAL ETF TRUST | | US REAL ESTATE E | 0 | 8,517 | +8,517 | $0 | $201,438 | +$201,438 | 2026-05-11 |
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| Q4 2025 | VCRB
VANGUARD MALVERN FDS | | CORE BD ETF | 0 | 4,831 | +4,831 | $0 | $376,328 | +$376,328 | 2026-02-02 |
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| Q4 2025 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 0 | 3,525 | +3,525 | $0 | $211,259 | +$211,259 | 2026-02-02 |
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| Q4 2025 | ESGV
VANGUARD WORLD FD | | ESG US STK ETF | 0 | 1,655 | +1,655 | $0 | $200,188 | +$200,188 | 2026-02-02 |
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| Q3 2025 | VBIL
VANGUARD INSTL INDEX FD | | 0-3 MO TREAS BIL | 0 | 3,553 | +3,553 | $0 | $268,662 | +$268,662 | 2025-11-10 |
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| Q3 2025 | AOA
ISHARES TR | | CORE 80/20 AGGRE | 0 | 2,379 | +2,379 | $0 | $209,705 | +$209,705 | 2025-11-10 |
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| Q3 2025 | VGK
VANGUARD INTL EQUITY INDEX F | | FTSE EUROPE ETF | 0 | 2,525 | +2,525 | $0 | $201,484 | +$201,484 | 2025-11-10 |
|---|
| Q2 2025 | DFAE
DIMENSIONAL ETF TRUST | | EMGR CRE EQT MNG | 0 | 14,549 | +14,549 | $0 | $421,185 | +$421,185 | 2025-08-04 |
|---|
| Q2 2025 | DFIS
DIMENSIONAL ETF TRUST | | INTL SMALL CAP E | 0 | 12,333 | +12,333 | $0 | $368,031 | +$368,031 | 2025-08-04 |
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| Q2 2025 | DFSV
DIMENSIONAL ETF TRUST | | US SMALL CAP VAL | 0 | 12,449 | +12,449 | $0 | $366,374 | +$366,374 | 2025-08-04 |
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| Q2 2025 | IWV
ISHARES TR | | RUSSELL 3000 ETF | 0 | 611 | +611 | $0 | $214,461 | +$214,461 | 2025-08-04 |
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| Q2 2025 | IEMG
ISHARES INC | | CORE MSCI EMKT | 0 | 3,474 | +3,474 | $0 | $208,534 | +$208,534 | 2025-08-04 |
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| Q2 2025 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 0 | 1,270 | +1,270 | $0 | $200,422 | +$200,422 | 2025-08-04 |
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| Q4 2024 | VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 0 | 1,342 | +1,342 | $0 | $217,070 | +$217,070 | 2025-02-12 |
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| Q3 2024 | ICF
ISHARES TR | | COHEN STEER REIT | 0 | 3,446 | +3,446 | $0 | $227,126 | +$227,126 | 2025-02-26 |
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| Q3 2024 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 0 | 1,268 | +1,268 | $0 | $211,508 | +$211,508 | 2025-02-26 |
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| Q2 2024 | VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 0 | 4,148 | +4,148 | $0 | $201,363 | +$201,363 | 2025-02-26 |
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| Q1 2024 | AGG
ISHARES TR | | CORE US AGGBD ET | 0 | 3,436 | +3,436 | $0 | $336,522 | +$336,522 | 2025-02-26 |
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| Q1 2024 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 0 | 1,270 | +1,270 | $0 | $201,643 | +$201,643 | 2025-02-26 |
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| Q4 2023 | SCHZ
SCHWAB STRATEGIC TR | | US AGGREGATE B | 0 | 7,106 | +7,106 | $0 | $331,279 | +$331,279 | 2025-02-26 |
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| Q4 2023 | IEMG
ISHARES INC | | CORE MSCI EMKT | 0 | 4,168 | +4,168 | $0 | $210,832 | +$210,832 | 2025-02-26 |
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| Q4 2023 | DIA
SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 0 | 552 | +552 | $0 | $207,859 | +$207,859 | 2025-02-26 |
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| Q2 2023 | IJH
ISHARES TR | | CORE S&P MCP ETF | 0 | 822 | +822 | $0 | $214,866 | +$214,866 | 2025-02-26 |
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| Q1 2023 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 0 | 684 | +684 | $0 | $219,481 | +$219,481 | 2025-02-26 |
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| Q1 2023 | IWV
ISHARES TR | | RUSSELL 3000 ETF | 0 | 891 | +891 | $0 | $209,750 | +$209,750 | 2025-02-26 |
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| Q1 2023 | IEMG
ISHARES INC | | CORE MSCI EMKT | 0 | 4,161 | +4,161 | $0 | $203,014 | +$203,014 | 2025-02-26 |
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| Q1 2023 | VIOG
VANGUARD ADMIRAL FDS INC | | SMLCP 600 GRTH | 0 | 2,113 | +2,113 | $0 | $200,207 | +$200,207 | 2025-02-26 |
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| Q4 2022 | MUB
ISHARES TR | | NATIONAL MUN ETF | 0 | 27,669 | +27,669 | $0 | $2,930,462 | +$2,930,462 | 2025-05-05 |
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| Q4 2022 | SPTS
SPDR SER TR | | PORTFOLIO SH TSR | 0 | 60,490 | +60,490 | $0 | $1,749,373 | +$1,749,373 | 2025-05-05 |
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| Q4 2022 | EMXC
ISHARES TR | | MSCI EMRG CHN | 0 | 4,957 | +4,957 | $0 | $235,066 | +$235,066 | 2025-05-05 |
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| Q4 2022 | VGK
VANGUARD INTL EQUITY INDEX F | | FTSE EUROPE ETF | 0 | 3,598 | +3,598 | $0 | $201,982 | +$201,982 | 2025-05-05 |
|---|
| Q3 2022 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 0 | 13,349 | +13,349 | $0 | $4,858,903 | +$4,858,903 | 2025-05-05 |
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| Q2 2022 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 0 | 10,473 | +10,473 | $0 | $1,089,628 | +$1,089,628 | 2025-05-05 |
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| Q2 2022 | VUSB
VANGUARD BD INDEX FDS | | VANGUARD ULTRA | 0 | 15,555 | +15,555 | $0 | $764,352 | +$764,352 | 2025-05-05 |
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| Q2 2022 | SPAB
SPDR SER TR | | PORTFOLIO AGRGTE | 0 | 24,568 | +24,568 | $0 | $635,330 | +$635,330 | 2025-05-05 |
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| Q2 2022 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 0 | 2,976 | +2,976 | $0 | $460,060 | +$460,060 | 2025-05-05 |
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| Q2 2022 | IEFA
ISHARES TR | | CORE MSCI EAFE | 0 | 5,426 | +5,426 | $0 | $320,028 | +$320,028 | 2025-05-05 |
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| Q2 2022 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 0 | 570 | +570 | $0 | $231,732 | +$231,732 | 2025-05-05 |
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| Q2 2022 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 0 | 1,378 | +1,378 | $0 | $202,772 | +$202,772 | 2025-05-05 |
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| Q1 2022 | VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 0 | 23,571 | +23,571 | $0 | $1,184,678 | +$1,184,678 | 2025-05-05 |
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| Q4 2021 | IEFA
ISHARES TR | | CORE MSCI EAFE | 0 | 2,843 | +2,843 | $0 | $203,290 | +$203,290 | 2025-05-05 |
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| Q3 2021 | DFAX
DIMENSIONAL ETF TRUST | | WORLD EX US CORE | 0 | 29,665 | +29,665 | $0 | $767,728 | +$767,728 | 2025-05-05 |
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| Q3 2021 | IAGG
ISHARES TR | | CORE INTL AGGR | 0 | 5,262 | +5,262 | $0 | $289,502 | +$289,502 | 2025-05-05 |
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| Q3 2021 | DFIV
DIMENSIONAL ETF TRUST | | INTERNATNAL VAL | 0 | 8,209 | +8,209 | $0 | $268,806 | +$268,806 | 2025-05-05 |
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