Fee-Only Financial Planning, L.C.

13F Filings History

Latest 13F report: Q3 2024 - Nov 4, 2024
Value $: $156M
Signature - Title: Anne Hudick - Chief Compliance Officer
Location: Okatie, SC
Summary: This page shows a list of all the recent 13F filings made by Fee-Only Financial Planning, L.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fee-Only Financial Planning, L.C. reported 40 stock holdings with total value $156M as of Q3 2024. Top holdings included VUG, VTV, VO, VBR, and VB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	40	$156M	+$340K	-$2.5M	-$2.16M	VUG, VTV, VO, VBR, VB	13F-HR	11/1/2024, 05:35 PM
Q2 2024	40	$149M	+$404K	-$1.78M	-$1.38M	VUG, VTV, VO, VBR, VB	13F-HR	8/5/2024, 11:21 AM
Q1 2024	41	$148M	+$572K	-$2.44M	-$1.87M	VUG, VTV, VO, VBR, VB	13F-HR	4/25/2024, 02:54 PM
Q4 2023	41	$138M	+$784K	-$561K	+$224K	VUG, VTV, VO, VBR, VB	13F-HR	2/5/2024, 07:57 PM
Q3 2023	40	$124M	+$781K	-$2.65M	-$1.87M	VUG, VTV, VO, VBR, VB	Restatement	4/22/2024, 05:50 PM
Q2 2023	43	$131M	+$1.32M	-$1.11M	+$213K	VUG, VTV, VO, VBR, VB	Restatement	4/22/2024, 05:50 PM
Q1 2023	42	$123M	+$407K	-$2.76M	-$2.36M	VUG, VTV, VO, VBR, VB	Restatement	4/22/2024, 05:49 PM
Q4 2022	40	$119M	$0	$0		VUG, VTV, VO, VBR, VB	13F-HR	2/3/2023, 03:36 PM