Institutional Manager · CIK 0002105146
Financial Planning Hawaii, Inc.
HONOLULU, HI · File #028-25919
Latest AUM
$173.6M
Positions
128
Top-10 Concentration
51.9%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 64,047 | $17.4M | 12.63% |
| 2 | MICROSOFT CORP | MSFT | 20,580 | $10.0M | 7.22% |
| 3 | VANGUARD SPECIALIZED FUNDS | 921908844 | 44,592 | $9.8M | 7.11% |
| 4 | VANGUARD INDEX FDS | 922908769 | 26,468 | $8.9M | 6.44% |
| 5 | VANGUARD INDEX FDS | 922908363 | 12,775 | $8.0M | 5.81% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 19,587 | $3.8M | 2.72% |
| 7 | SPDR SERIES TRUST | 78464A763 | 25,072 | $3.5M | 2.53% |
| 8 | ALPHABET INC | GOOG | 10,977 | $3.4M | 2.50% |
| 9 | VANGUARD INDEX FDS | 922908629 | 11,753 | $3.4M | 2.47% |
| 10 | ALPHABET INC | GOOG | 10,754 | $3.4M | 2.44% |
| 11 | VANGUARD STAR FDS | 921909768 | 38,832 | $2.9M | 2.13% |
| 12 | SELECT SECTOR SPDR TR | 81369Y886 | 68,360 | $2.9M | 2.12% |
| 13 | ABBVIA2:A117E INC | ABBV | 12,673 | $2.9M | 2.10% |
| 14 | VANGUARD WHITEHALL FDS | 921946406 | 19,698 | $2.8M | 2.05% |
| 15 | WORLD GOLD TR | GLDW | 32,980 | $2.8M | 2.04% |
| 16 | AMAZON COM INC | AMZN | 12,171 | $2.8M | 2.04% |
| 17 | JOHNSON & JOHNSON | JNJ | 11,271 | $2.3M | 1.69% |
| 18 | CISCO SYS INC | CSCO | 29,599 | $2.3M | 1.65% |
| 19 | NVIDIA CORPORATION | NVDA | 11,867 | $2.2M | 1.61% |
| 20 | AMGEN INC | AMGN | 6,180 | $2.0M | 1.47% |