Managed by Vested Financial Planning, Llc • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $38.9M | 982.4K | 0.00% | — |
| 2 | ? N/A — | $38.1M | 980.9K | 0.00% | — |
| 3 | ? N/A — | $38M | 1.10M | 0.00% | — |
| 4 | ? N/A — | $37.6M | 975.9K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $34.3M |
| 1.04M |
| 0.00% |
| — |
| 6 | ? N/A — | $34.3M | 957.6K | 0.00% | — |
| 7 | X XOM — | $18.7M | 550.6K | 0.00% | — |
| 8 | X XOM — | $18.1M | 554.4K | 0.00% | — |
| 9 | X XOM — | $17.4M | 553.6K | 0.00% | — |
| 10 | V VOO — | $16.6M | 27.7K | 0.00% | — |
| 11 | V VOO — | $16.3M | 26.1K | 0.00% | — |
| 12 | X XOM — | $16M | 546.1K | 0.00% | — |
| 13 | X XOM — | $15.8M | 636.2K | 0.00% | — |
| 14 | X XOM — | $15.2M | 579.6K | 0.00% | — |
| 15 | V VOO — | $15.1M | 24.6K | 0.00% | — |
| 16 | V VOO — | $14.1M | 24.8K | 0.00% | — |
| 17 | V VOO — | $11.8M | 21.8K | 0.00% | — |
| 18 | V VOO — | $11.4M | 22.2K | 0.00% | — |
| 19 | ? N/A — | $9.8M | 204.3K | 0.00% | — |
| 20 | ? N/A — | $9.7M | 202.6K | 0.00% | — |