Holdings
Financial Planning Fort Collins, LLC
As of Sep 30, 2026, Financial Planning Fort Collins, LLC reported 33 positions worth US$131M. Largest: State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF, Nvidia Corporation and State Street SPDR Portfolio Aggregate Bond ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | 304K | US$28M | new | Sep 30, 2026 |
| Nvidia Corporation | 114K | US$26M | −3 | Sep 30, 2026 |
| State Street SPDR Portfolio Aggregate Bond ETF | 513K | US$12.5M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Developed World ex-US ETF | 242K | US$12.2M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 21,426 | US$8.02M | new | Sep 30, 2026 |
| iShares National Muni Bond ETF | 53,603 | US$5.42M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Emerging Markets ETF | 103K | US$5.31M | new | Sep 30, 2026 |
| Vanguard Morningstar Large-Cap ETF | 9,816 | US$3.45M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap ETF | 11,245 | US$3.2M | new | Sep 30, 2026 |
| Vanguard Morningstar Mid-Cap ETF | 40,398 | US$3.17M | new | Sep 30, 2026 |