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Vilga Financial Planning LLC

Portfolio Manager
Vilga Financial Planning LLC
Performance
0% (N/A)
AUM (13F)
$111.94M
# of Holdings
83
Performance Rank
N/A
Allocation (Top 20)
70.54%

Vilga Financial Planning LLC Holdings Map

Top 50 Vilga Financial Planning LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
18.17%317.4K$20.3M
+6.01%(+17.99K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 299.4K shares2026-Q1: 317.4K shares
$61.31(+15.49%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
5.36%225.3K$6.0M
+190.70%(+147.81K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 77.5K shares2026-Q1: 225.3K shares
$26.66(-1.38%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
4.96%102.8K$5.6M
+8.17%(+7.76K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 95.0K shares2026-Q1: 102.8K shares
$53.97(+9.40%)
2026-03-31
IJH
ISHARES TR
4.41%73.1K$4.9M
+15.50%(+9.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 63.3K shares2026-Q1: 73.1K shares
$65.78(+15.67%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.65%23.4K$4.1M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 23.4K shares2026-Q1: 23.4K shares
$186.54(+4.44%)
2026-03-31
ICSH
ISHARES TR
3.57%78.9K$4.0M
+42.91%(+23.69K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 55.2K shares2026-Q1: 78.9K shares
$50.65(-0.41%)
2026-03-31
IEFA
ISHARES TR
3.56%44.0K$4.0M
-0.06%(-27)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 44.0K shares2026-Q1: 44.0K shares
$88.38(+10.09%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
3.07%25.9K$3.4M
-0.01%(-2)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.9K shares2026-Q1: 25.9K shares
$142.45(+26.77%)
2026-03-31
AAPL
APPLE INC
2.97%13.1K$3.3M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.1K shares2026-Q1: 13.1K shares
$263.24(+17.24%)
2026-03-31
VXUS
VANGUARD STAR FDS
2.73%39.7K$3.1M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 39.7K shares2026-Q1: 39.7K shares
$74.45(+13.96%)
2026-03-31

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