Loading…
CIK 0002023054 • 6 13F filings • May 13, 2025 – Jul 27, 2026
Import this data to Google Sheets with:
=jivedata("wrenne-financial-planning-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $213K | 0.1%Prev: 0.1% | 930 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $609K | 0.2%Prev: 0.2% | 1,940 SH | Increased+5 SH |
| AMAZON COM INC | COM | $314K | 0.1%Prev: 0.1% | 1,361 SH | Increased+8 SH |
| APPLE INC | COM | $4.1M | 1.7%Prev: 1.8% | 15,129 SH | Increased-1,017 SH |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $234K | 0.1%Prev: 0.1% | 1,445 SH | Increased-4 SH |
| BROADCOM INC | COM | $638K | 0.3%Prev: 0.3% | 1,842 SH | Increased-2 SH |
| CATERPILLAR INC | COM | $278K | 0.1%Prev: 0.1% | 484 SH | Increased |
| EXXON MOBIL CORP | COM | $217K | 0.1%Prev: 0.1% | 1,800 SH | Increased |
| GALLAGHER ARTHUR J & CO | COM | $299K | 0.1%Prev: 0.2% | 1,155 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $572K | 0.2%Prev: 0.2% | 931 SH | Increased+19 SH |
| ISHARES INC | CORE MSCI EMKT | $290K | 0.1%Prev: 0.1% | 4,308 SH | Increased+121 SH |
| ISHARES TR | CORE DIV GRWTH | $237K | 0.1%Prev: 0.1% | 3,411 SH | Increased+71 SH |
| ISHARES TR | CORE S&P TTL STK | $265K | 0.1%Prev: 0.1% | 1,785 SH | Increased+171 SH |
| ISHARES TR | CRE U S REIT ETF | $580K | 0.2%Prev: 0.2% | 10,181 SH | Increased+599 SH |
| ISHARES TR | NATIONAL MUN ETF | $7.7M | 3.1%Prev: 2.7% | 71,896 SH | Increased+13,010 SH |
| ISHARES TR | S&P 500 GRWT ETF | $206K | 0.1%Prev: 0.1% | 1,670 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $373K | 0.2%Prev: 0.2% | 1,159 SH | Increased |
| MICROSOFT CORP | COM | $1.1M | 0.5%Prev: 0.5% | 2,376 SH | Decreased+10 SH |
| PROSHARES TR | S&P 500 DV ARIST | $200K | 0.1% | 1,923 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.7M | 1.1%Prev: 1.2% | 112,402 SH | Decreased-9,918 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $10.2M | 4.1%Prev: 4.1% | 387,626 SH | Increased+11,986 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $1.9M | 0.8%Prev: 0.7% | 92,238 SH | Increased+20,006 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $352K | 0.1%Prev: 0.2% | 12,355 SH | Decreased-1,126 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $10.0M | 4.1%Prev: 4.2% | 225,893 SH | Increased-1,349 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $5.3M | 2.2%Prev: 2.3% | 113,553 SH | Decreased-426 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $315K | 0.1%Prev: 0.1% | 462 SH | Increased+15 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $26.4M | 10.7% | 328,256 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $14.5M | 5.9%Prev: 6.1% | 195,481 SH | Increased+5,199 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $17.7M | 7.2%Prev: 7.2% | 199,732 SH | Increased+16,069 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $425K | 0.2%Prev: 0.2% | 678 SH | Decreased-32 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.3M | 3.8%Prev: 3.9% | 43,943 SH | Increased+784 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $998K | 0.4%Prev: 0.4% | 3,302 SH | Increased-30 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $52.6M | 21.4%Prev: 21.3% | 156,885 SH | Increased+5,254 SH |
| VANGUARD INDEX FDS | VALUE ETF | $314K | 0.1%Prev: 0.1% | 1,643 SH | Increased |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $2.0M | 0.8%Prev: 0.9% | 26,283 SH | Decreased-313 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $40.1M | 16.3%Prev: 15.8% | 545,724 SH | Increased+26,375 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $12.9M | 5.2%Prev: 5.2% | 239,134 SH | Increased+14,375 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $258K | 0.1%Prev: 0.1% | 5,214 SH | Increased+1,219 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.2M | 1.7%Prev: 2.0% | 84,504 SH | Decreased-8,346 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | $961K | 0.4%Prev: 0.4% | 6,008 SH | Increased+31 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $329K | 0.1%Prev: 0.1% | 1,499 SH | Increased+94 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $12.1M | 4.9%Prev: 5.0% | 159,862 SH | Increased+799 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1M | 0.4%Prev: 0.4% | 16,938 SH | Increased-518 SH |
| VISA INC | COM CL A | $216K | 0.1%Prev: 0.1% | 617 SH | Increased |
| WISDOMTREE TR | US SMALLCAP DIVD | $212K | 0.1%Prev: 0.1% | 6,346 SH | Decreased |
| 13F-HR |
| 0001172661-26-002804 |
| $296.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003118 | $213.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002011 | $255.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001738 | $188.2M | View |