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CIK 0002023054 • 6 13F filings • May 13, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $202K | 0.1% | 930 SH | New |
| ALPHABET INC | CAP STK CL C | $557K | 0.2%Prev: 0.2% | 1,941 SH | Increased+10 SH |
| AMAZON COM INC | COM | $284K | 0.1%Prev: 0.2% | 1,362 SH | Decreased-466 SH |
| APPLE INC | COM | $3.9M | 1.5%Prev: 1.9% | 15,182 SH | Increased-1,265 SH |
| BROADCOM INC | COM | $570K | 0.2%Prev: 0.2% | 1,842 SH | Increased+23 SH |
| CATERPILLAR INC | COM | $343K | 0.1% | 485 SH | New |
| EXXON MOBIL CORP | COM | $306K | 0.1%Prev: 0.1% | 1,801 SH | Increased-21 SH |
| GALLAGHER ARTHUR J & CO | COM | $250K | 0.1%Prev: 0.2% | 1,155 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $531K | 0.2%Prev: 0.3% | 920 SH | Increased-112 SH |
| ISHARES INC | CORE MSCI EMKT | $300K | 0.1% | 4,308 SH | New |
| ISHARES TR | CORE DIV GRWTH | $239K | 0.1%Prev: 0.1% | 3,411 SH | Increased+71 SH |
| ISHARES TR | CORE S&P TTL STK | $248K | 0.1% | 1,738 SH | New |
| ISHARES TR | CRE U S REIT ETF | $610K | 0.2%Prev: 0.2% | 10,309 SH | Increased+5,358 SH |
| ISHARES TR | NATIONAL MUN ETF | $8.2M | 3.2%Prev: 3.8% | 77,162 SH | Increased+9,348 SH |
| JPMORGAN CHASE & CO | COM | $331K | 0.1% | 1,126 SH | New |
| MICROSOFT CORP | COM | $838K | 0.3%Prev: 0.5% | 2,265 SH | Decreased-77 SH |
| PROSHARES TR | S&P 500 DV ARIST | $204K | 0.1% | 1,923 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.8M | 1.1%Prev: 1.1% | 112,810 SH | Increased+11,293 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $10.9M | 4.3%Prev: 2.9% | 435,387 SH | Increased+181,927 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $2.1M | 0.8%Prev: 0.6% | 96,662 SH | Increased+44,492 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $358K | 0.1%Prev: 0.2% | 12,315 SH | Increased-215 SH |
| SPDR INDEX SHS FDS | STATE STREET SPD | $16.1M | 6.3% | 348,400 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $27.7M | 10.9% | 340,039 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $314K | 0.1% | 482 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $15.1M | 5.9%Prev: 7.0% | 204,589 SH | Increased+25,553 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $18.5M | 7.2%Prev: 6.9% | 208,089 SH | Increased+64,634 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $514K | 0.2%Prev: 0.3% | 861 SH | Decreased-275 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.7M | 3.8%Prev: 2.8% | 44,821 SH | Increased+16,471 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $992K | 0.4%Prev: 1.0% | 3,283 SH | Decreased-3,851 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $54.3M | 21.3%Prev: 22.5% | 169,193 SH | Increased+15,379 SH |
| VANGUARD INDEX FDS | VALUE ETF | $322K | 0.1%Prev: 0.2% | 1,643 SH | Decreased-319 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $2.0M | 0.8%Prev: 1.1% | 26,283 SH | Decreased-235 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $42.5M | 16.7%Prev: 16.0% | 565,858 SH | Increased+70,839 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $13.5M | 5.3%Prev: 4.7% | 249,186 SH | Increased+53,163 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $282K | 0.1%Prev: 0.4% | 5,637 SH | Decreased-10,387 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.2M | 1.7%Prev: 1.3% | 84,455 SH | Increased+35,062 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | $1.0M | 0.4% | 5,992 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $322K | 0.1%Prev: 0.1% | 1,499 SH | Increased+94 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $12.5M | 4.9%Prev: 4.7% | 162,625 SH | Increased+21,279 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 0.4%Prev: 0.5% | 16,360 SH | Increased-1,972 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $228K | 0.1%Prev: 0.1% | 6,347 SH | Increased-157 SH |
| 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 |