Institutional Fund
Partners In Financial Planning
Salem, VACIK 205426413 filings on record
Portfolio Value
$602.94M
Q1 2026
Holdings
122
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+2.1%
from $590.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds12.8%
- Vanguard Index Fds10.0%
- Vanguard Index Fds9.9%
- Vanguard Charlotte Fds9.9%
- Vanguard Tax-Managed Fds8.4%
- Vanguard Bd Index Fds6.2%
- Other42.9%
Portfolio Holdings
122 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 1.05M | $77.07M | 12.8% | +62.3K | Added |
| 2 | Vanguard Index Fds | 307.2K | $60.27M | 10.0% | +2.3K | Added |
| 3 | Vanguard Index Fds | 136.3K | $59.55M | 9.9% | +2.3K | Added |
| 4 | Vanguard Charlotte Fds | 1.24M | $59.42M | 9.9% | +73.1K | Added |
| 5 | Vanguard Tax-Managed Fds | 789.5K | $50.59M | 8.4% | +12.0K | Added |
| 6 | Vanguard Bd Index Fds | 477.4K | $37.43M | 6.2% | +11.9K | Added |
| 7 | Vanguard Index Fds | 101.9K | $22.14M | 3.7% | +280 | Added |
| 8 | Vanguard Index Fds | 66.8K | $20.20M | 3.4% | +789 | Added |
| 9 | Vanguard Intl Equity Index F | 305.9K | $16.53M | 2.7% | −1.4K | Reduced |
| 10 | Vanguard Intl Equity Index F | 105.7K | $15.41M | 2.6% | −928 | Reduced |
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