Wrenne Financial Planning LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 12, 2024
Value $: $168M
Signature - Title: Jennifer Quire - Owner / Partner
Location: Lexington, KY
Summary: This page shows a list of all the recent 13F filings made by Wrenne Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wrenne Financial Planning LLC reported 45 stock holdings with total value $168M as of Q3 2024. Top holdings included VTI, VEU, SLYV, VNQ, and BND.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	45	$168M	+$12.8M	-$454K	+$12.3M	VTI, VEU, SLYV, VNQ, BND	13F-HR	11/12/2024, 08:12 AM
Q2 2024	41	$145M	+$10.8M	-$1.77M	+$9.06M	VTI, VEU, SLYV, BND, VNQ	13F-HR	8/7/2024, 01:36 PM
Q1 2024	29	$135M	+$21.8M	-$3.54M	+$18.3M	VTI, VEU, SLYV, VNQ, BND	13F-HR	5/13/2024, 10:37 AM
Q4 2023	26	$111M	$0	$0		VTI, VEU, SLYV, VNQ, VXUS	13F-HR	7/11/2024, 12:16 PM