Frisco Financial Planning LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 12, 2026), Frisco Financial Planning LLC reported 18 stock positions worth $101.2 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 17.1% of the portfolio, followed by Vanguard Tax-Exempt Bond ETF (VTEB, 14.0%) and Vanguard Most SM-Cap ETF-Usd (VB, 12.6%).
- Most Recent 13F
- Q2 2026
- Location
- FRISCO, TX
- CIK
- 0002133972
- Portfolio Value
- $101.2M (Q4 2024)
- SEC Filing
- 0002133972-26-000001 ↗ filed May 12, 2026
Holdings Value
Holdings 18 stocks · $101.2M
| VCIT Vanguard Int-Term Corporate | 17.06% | 215,114 | $17.3M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 13.95% | 281,670 | $14.1M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 12.63% | 53,185 | $12.8M | — |
| SCHX Schwab US Large-Cap ETF | 10.82% | 472,425 | $11.0M | — |
| VTIP Vanguard Short-Term Tips | 10.40% | 217,375 | $10.5M | — |
| VEA Vanguard Ftse Developed ETF | 9.68% | 204,854 | $9.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.72% | 13,327 | $7.8M | — |
| IEMG iShares Core MSCI Emerging | 4.27% | 82,728 | $4.3M | — |
| SCHH Schwab US REIT ETF | 3.68% | 176,630 | $3.7M | — |
| VNQ Vanguard Real Estate ETF | 3.06% | 34,768 | $3.1M | — |
| SCHA Schwab US Small-Cap ETF | 2.78% | 108,730 | $2.8M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.96% | 28,761 | $2.0M | — |
| SCHF Schwab Intl Equity ETF | 1.13% | 61,625 | $1.1M | — |
| MUB iShares National Muni Bond E | 0.44% | 4,200 | $448K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 697 | $202K | — |
| VOO Vanguard S&P 500 ETF | 0.13% | 235 | $127K | — |
| AOA iShares Core 80/20 Aggressiv | 0.05% | 654 | $50K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 784 | $45K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 29 | $132.7M | VB, VTEB, VEA, SCHX, VTIP |
| Q1 2026 | 29 | $121.2M | VB, VTEB, VEA, SCHX, VCIT |
| Q4 2025 | 26 | $119.6M | VB, VEA, AGG, SCHX, VCIT |
| Q3 2025 | 26 | $117.2M | VB, VEA, AGG, SCHX, VCIT |
| Q2 2025 | 20 | $109.9M | VCIT, VTEB, VB, VEA, SCHX |
| Q1 2025 | 20 | $103.2M | VCIT, VTEB, VB, VTIP, VEA |
| Q4 2024 | 18 | $101.2M | VCIT, VTEB, VB, SCHX, VTIP |