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Vilga Financial Planning LLC Last Quarter Change: USA ETF, Added

Vilga Financial Planning LLC quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Vilga Financial Planning LLC opened 16 positions, added to 10, reduced 5, sold out of 14 and left 17 unchanged. The largest increase in value was XLK (+$4,881,122); the largest decrease was XLK (-$3,441,180).

  • VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 2026-03-31 317,399; Shares 2026-06-30 331,981.
  • SCHP: Country of operation —; Class US TIPS ETF; Shares 2026-03-31 225,316; Shares 2026-06-30 258,660.
  • IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2026-03-31 37,033; Shares 2026-06-30 38,184.
  • ICSH: Country of operation —; Class ULTRA SHORT DUR; Shares 2026-03-31 78,914; Shares 2026-06-30 87,598.

Two Form 13F-HR filings compared (SEC CIK 2083456): 2026-03-31 (filed 2026-06-22) and 2026-06-30 (filed 2026-07-09). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT317,399331,981+14,582$20,338,928$23,653,646+$3,314,718
SCHP
SCHWAB STRATEGIC TR
US TIPS ETF225,316258,660+33,344$5,995,659$6,854,490+$858,831
IEMG
ISHARES INC
CORE MSCI EMKT37,03338,184+1,151$2,583,052$3,163,163+$580,111
ICSH
ISHARES TR
ULTRA SHORT DUR78,91487,598+8,684$3,994,627$4,430,707+$436,080
IEFA
ISHARES TR
CORE MSCI EAFE44,01545,281+1,266$3,984,678$4,373,239+$388,561
VTI
VANGUARD INDEX FDS
TOTAL STK MKT4,9945,048+54$1,602,125$1,867,962+$265,837
VO
VANGUARD INDEX FDS
MID CAP ETF6,64726,325+19,678$1,908,885$2,121,005+$212,120
IVV
ISHARES TR
CORE S&P500 ETF1,5121,515+3$987,885$1,134,311+$146,426
BNDX
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF20,08622,384+2,298$965,132$1,084,057+$118,925
VCIT
VANGUARD SCOTTSDALE FDS
INT-TERM CORP12,19512,373+178$1,009,136$1,022,628+$13,492

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