Partners in Financial Planning

**Partners in Financial Planning** manages $591M across a diversified portfolio of 115 positions. The strategy exhibits a notable allocation toward fixed income and U.S. equity exposure, highlighted by the top holdings in BND ($72.9M) and VUG ($65.4M). Significant international diversification is evident with substantial positions in BNDX ($56.2M) and VEA ($48.6M). This structure suggests a core mandate balancing capital preservation with growth potential across global asset classes.

📌 Top Holdings