Loading…
CIK 0002133972 • 7 13F filings • May 12, 2026 – Jul 2, 2026
Import this data to Google Sheets with:
=jivedata("frisco-financial-planning-llc-0002133972-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Exchange Traded Fund | $27K | 0.0% | 269 SH | New |
| iShares Core Aggressive Allocation ETF | Exchange Traded Fund | $55K | 0.0%Prev: 0.0% | 657 SH | Decreased-13 SH |
| iShares Core MSCI Emerging Markets ETF | Exchange Traded Fund | $5.3M | 4.8%Prev: 5.0% | 87,673 SH | Decreased+1,619 SH |
| iShares Core S&P Small-Cap ETF | Exchange Traded Fund | $207K | 0.2%Prev: 0.3% | 1,897 SH | Decreased-947 SH |
| Schwab International Equity ETF | Exchange Traded Fund | $1.3M | 1.2%Prev: 1.2% | 58,678 SH | Decreased+2,272 SH |
| Schwab US Large-Cap ETF | Exchange Traded Fund | $11.8M | 10.7%Prev: 9.4% | 483,076 SH | Increased+39,716 SH |
| Schwab US REIT ETF | Exchange Traded Fund | $3.9M | 3.6%Prev: 3.9% | 185,433 SH | Decreased-36,257 SH |
| Schwab US Small-Cap ETF | Exchange Traded Fund | $3.1M | 2.8%Prev: 3.3% | 123,613 SH | Decreased-12,345 SH |
| SPDR Portfolio S&P 500 ETF | Exchange Traded Fund | $2.0M | 1.8%Prev: 1.6% | 27,078 SH | Increased+1,428 SH |
| SPDR S&P 500 ETF Trust | Exchange Traded Fund | $8.4M | 7.6%Prev: 7.3% | 13,587 SH | Decreased-41 SH |
| Vanguard FTSE All-Wld ex-US ETF | Exchange Traded Fund | $93K | 0.1%Prev: 0.1% | 1,386 SH | Decreased-33 SH |
| Vanguard FTSE Developed Markets ETF | Exchange Traded Fund | $12.2M | 11.1%Prev: 11.0% | 214,005 SH | Decreased+5,871 SH |
| Vanguard Interm-Term Corp Bd ETF | Exchange Traded Fund | $19.0M | 17.3%Prev: 9.0% | 228,837 SH | Increased+96,735 SH |
| Vanguard Real Estate ETF | Exchange Traded Fund | $3.3M | 3.0%Prev: 2.8% | 37,151 SH | Decreased-1,174 SH |
| Vanguard S&P 500 ETF | Exchange Traded Fund | $134K | 0.1%Prev: 0.1% | 236 SH | Decreased-26 SH |
| Vanguard Short-Term Infl-Prot Secs ETF | Exchange Traded Fund | $11.4M | 10.3%Prev: 8.9% | 225,844 SH | Increased+10,152 SH |
| Vanguard Small-Cap ETF | Exchange Traded Fund | $12.7M | 11.6%Prev: 11.8% | 53,581 SH | Decreased-1,042 SH |
| Vanguard Tax-Exempt Bond ETF | Exchange Traded Fund | $14.8M | 13.5%Prev: 11.4% | 301,997 SH | Increased+25,330 SH |
| Vanguard Total Bond Market ETF | Exchange Traded Fund | $149 | 0.0% | 2 SH | New |
| Vanguard Total Stock Market ETF | Exchange Traded Fund | $292K | 0.3%Prev: 0.2% | 960 SH | Decreased+16 SH |
| Q3 2026 |
| 13F-HR |
| 0002133972-26-000010 |
| $128.5M |
| View |
| May 12, 2026 | Q3 2025 | 13F-HR | 0002133972-26-000004 | $117.2M | View |
| Jul 2, 2026 | Q2 2026 | 13F-HR | 0002133972-26-000008 | $132.7M | View |
| May 12, 2026 | Q2 2025 | 13F-HR | 0002133972-26-000003 | $109.9M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0002133972-26-000007 | $121.2M | View |
| May 12, 2026 | Q1 2025 | 13F-HR | 0002133972-26-000002 | $103.2M | View |