Institutional Manager · CIK 0002088337
United Financial Planning Group LLC
HAUPPAUGE, NY · File #028-25851
Latest AUM
$164.8M
Positions
487
Top-10 Concentration
79.1%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD VALUE ETF | 922908744 | 155,169 | $29.6M | 18.87% |
| 2 | VANGUARD GROWTH ETF | 922908736 | 58,192 | $28.4M | 18.08% |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 417,953 | $26.1M | 16.63% |
| 4 | ISHARES CORE S&P MID CAP ETF | 464287507 | 126,709 | $8.4M | 5.33% |
| 5 | ISHARES CORE S&P SMALL CAP ETF | 464287804 | 56,717 | $6.8M | 4.34% |
| 6 | ISHARES CORE MSCI EMERGING ETF | 46434G103 | 100,808 | $6.8M | 4.32% |
| 7 | VANGUARD REAL ESTATE ETF | 922908553 | 62,007 | $5.5M | 3.49% |
| 8 | VANGUARD TOTAL INTERNATIONAL BND ETF | 92203J407 | 101,529 | $4.9M | 3.12% |
| 9 | VANGUARD MID CAP ETF | 922908629 | 13,300 | $3.9M | 2.46% |
| 10 | VANGUARD SHORT-TERM BOND ETF | 921937827 | 48,441 | $3.8M | 2.43% |
| 11 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 6,733 | $2.3M | 1.44% |
| 12 | ISHARES TR IS 1-5 YR IN GR CR BD ETF | 464288646 | 42,168 | $2.2M | 1.42% |
| 13 | APPLE INC | AAPL | 7,817 | $2.1M | 1.35% |
| 14 | VANGUARD TOTAL INTERNATIONAL STK ETF | 921909768 | 27,116 | $2.0M | 1.30% |
| 15 | VANGUARD SMALL CAP ETF | 922908751 | 7,759 | $2.0M | 1.27% |
| 16 | ISHARES CORE MSCI INTRL DVLP MKT ETF | 46435G326 | 23,905 | $2.0M | 1.26% |
| 17 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 29,694 | $1.6M | 1.02% |
| 18 | SPDR S&P 500 ETF | SPY | 1,692 | $1.2M | 0.73% |
| 19 | VANGUARD INTERMEDIATE TERM BOND ETF | 921937819 | 14,672 | $1.1M | 0.73% |
| 20 | SPDR GOLD SHARES ETF | GLD | 2,694 | $1.1M | 0.68% |