Frisco Financial Planning LLC

Q4 2024 13F-HR Holdings

Location
Frisco, TX
Holdings as of
12/31/2024
Date filed
5/12/2026
Form type
13F-HR
Num holdings
18
Total value ($000)
$101,192
Net value change ($000)
—
New positions
18
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/12/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCIT 17,267 —
VTEB 14,120 —
VB 12,779 —
SCHX 10,951 —
VTIP 10,525 —
VEA 9,796 —
SPY 7,811 —
IEMG 4,320 —
SCHH 3,720 —
VNQ 3,097 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type