StockDriftsStockDriftsTop 50 Financial Planning & Information Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 8.29% | 1.25M | $60.2M | +25.78%(+255.70K) | — | 2024-09-30 | |
| SPYG | SPDR SER TR | 7.43% | 649.8K | $53.9M | +7.82%(+47.14K) | — | 2024-09-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 7.03% | 1.46M | $51.0M | +19.89%(+242.06K) | — | 2024-09-30 | |
| SLYV | SPDR SER TR | 6.97% | 582.9K | $50.6M | -10.59%(-69.05K) | — | 2024-09-30 | |
| DON | WISDOMTREE TR | 6.12% | 867.9K | $44.4M | -11.25%(-109.97K) | — | 2024-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.6% | 232.6K | $40.6M | +7.97%(+17.17K) | — | 2024-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.47% | 1.25M | $39.7M | +9.21%(+105.38K) | — | 2024-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.21% | 79.7K | $30.6M | +9.07%(+6.62K) | — | 2024-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.79% | 214.6K | $27.5M | +15.97%(+29.55K) | — | 2024-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.39% | 312.4K | $24.6M | -12.50%(-44.63K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Financial Planning & Information Services, Inc. reports $725.67M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are JCPB (8.3%), SPYG (7.4%) and HTRB (7.0%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Planning & Information Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841433). View Financial Planning & Information Services, Inc.’s 13F filings on SEC