PIF

Partners in Financial Planning Portfolio

Invests via Partners in Financial Planning | Managed by James E. Pearman Jr., Pamela D. Poldiak, Richard K. Bryan, Christopher W. Bishop, Stephen C. Bain

Invests via Partners in Financial Planning

Managed by James E. Pearman Jr., Pamela D. Poldiak, Richard K. Bryan, Christopher W. Bishop, Stephen C. Bain

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Tracking: 0 Updated: Jul 17 at 02:45 PM

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Company Profile

Independent wealth management firm Partners in Financial Planning provides fee-only, fiduciary financial planning and investment advisory services to affluent individuals, families and institutions. The firm focuses on holistic retirement planning, tax-aware portfolio management and cash-flow modeling, operating as a multi-advisor practice that blends financial planning with discretionary investment implementation. Relevant to investors and allocators, it competes in the high-net-worth planning and advisory segment with an emphasis on client-centric advice.

Investment Philosophy & Strategy

Operates a client-centric, fiduciary investment approach that integrates holistic retirement and cash‑flow planning with tax-aware, liability-driven portfolio construction. Emphasizes long-term, risk-managed allocations blending low‑cost passive core exposures with selective active strategies and manager selection. Portfolios are tailored to household cash needs, tax profiles and behavioral objectives, favoring diversification, disciplined rebalancing, low turnover and transparent fee-only implementation through discretionary advice and multi-advisor collaboration.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

7.53%

Gain

Monthly

Yearly

0.05%

Drawdown

29.99%

$646.89M

Equity

Holdings

$646.89M

Investment

$524.42M

$123.5M

Profit -$2.2M

Realized

$1.03M

Unrealized

$122.47M

Dividends

$53.65M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$2.2M

Win %

82%

This Week

Compared To Last Week

Gain

-0.91%

Profit

-$5.92M

Win %

82%

This Month

Compared to last month

Gain

-0.85%

Profit

-$5.52M

Win %

82%

This Year

Compared to last year

Gain

7.29%

Profit

$43.94M

Win %

83%

Gainers
Losers

GE General Electric Company

+3.01%

+$28,599.56

ABT Abbott Laboratories

+2.9%

+$8,033.13

MO Altria Group, Inc.

+1.82%

+$4,522

BRK-B Berkshire Hathaway Inc.

+1.71%

+$14,078.34

RTX RTX Corporation

+1.68%

+$5,140.86

XOM Exxon Mobil Corporation

+1.55%

+$28,528.11

CVX Chevron Corporation

+1.53%

+$21,524.98

JNJ Johnson & Johnson

+1.49%

+$9,934.6

STX Seagate Technology Holdings plc

+1.41%

+$16,816

CVS CVS Health Corporation

+1.36%

+$8,508.16

ABBV AbbVie Inc.

+1.33%

+$4,464.63

CAH Cardinal Health Inc.

+1.28%

+$6,337.57

PM Philip Morris International Inc.

+1.11%

+$8,558.93

WMT Walmart Inc.

+1.08%

+$7,906.84

NSC Norfolk Southern Corporation

+0.94%

+$29,768.71

SO The Southern Company

+0.93%

+$2,123.54

UNP Union Pacific Corporation

+0.85%

+$3,072

MDLZ Mondelez International, Inc.

+0.81%

+$1,853.5

TPL Texas Pacific Land Corporation

+0.78%

+$6,918.66

GEV GE Vernova Inc.

+0.71%

+$7,348.2

PG Procter & Gamble Co

+0.66%

+$4,118.49

DFAR Dimensional US Real Estate ETF

+0.64%

+$1,478.55

PFE Pfizer Inc.

+0.62%

+$1,333.62

VNQ Vanguard Real Estate ETF

+0.52%

+$81,911.44

VTV Vanguard Value ETF

+0.42%

+$282,612.96

TFC Truist Financial Corporation

+0.28%

+$2,560.65

AGG iShares Core U.S. Aggregate Bond ETF

+0.21%

+$1,171.37

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

+0.21%

+$2,853.9

CSX CSX Corporation

+0.21%

+$1,660.68

SCHZ Schwab U.S. Aggregate Bond ETF

+0.2%

+$602.41

VGIT Vanguard Intermediate-Term Treasury Fund

+0.19%

+$389.73

BND Vanguard Total Bond Market Index Fund

+0.18%

+$136,054.36

SPAB SPDR Portfolio Aggregate Bond ETF

+0.18%

+$4,735.57

VCRB Vanguard Core Bond ETF

+0.16%

+$602.92

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.14%

+$11,198.01

IVE ISHARES S&P 500 VALUE ETF

+0.12%

+$367.47

STLD Steel Dynamics Inc.

+0.11%

+$1,697.79

SPYV SPDR Portfolio S&P 500 Value ETF

+0.1%

+$4,560.27

SPTS SPDR Portfolio Short Term Treasury ETF

+0.09%

+$1,249.47

BSV Vanguard Short-Term Bond ETF

+0.08%

+$31,029.31

VNQI Vanguard Global ex-US Real Estate Index Fund

+0.08%

+$1,040.62

IWD iShares Russell 1000 Value ETF

+0.04%

+$374.85

BNDX Vanguard Total International Bond ETF

+0.03%

+$18,548.83

IAGG iShares International Aggregate Bond Fund

+0.03%

+$930.01

VBIL Vanguard 3-Month Treasury Bill ETF

+0.02%

+$157.72

FNDX Schwab Fundamental U.S. Large Company Index ETF

VO Vanguard Mid-Cap ETF

META Meta Platforms Inc Class A

-4.6%

-$19,081.93

GLW Corning Incorporated

-2.88%

-$16,557.36

TSLA Tesla, Inc.

-2.86%

-$34,339.2

MSFT Microsoft Corp.

-2.36%

-$24,839.78

EW Edwards Lifesciences Corporation

-2.32%

-$23,573.44

GOOG Alphabet Inc

-2.13%

-$20,604.82

GOOGL Alphabet Inc

-2.1%

-$17,453.07

VWO Vanguard FTSE Emerging Markets ETF

-1.95%

-$350,975.5

SPEM SPDR Portfolio Emerging Markets ETF

-1.9%

-$69,123.17

COF Capital One Financial Corporation

-1.72%

-$5,639.25

DFAE Dimensional Emerging Core Equity Market ETF

-1.57%

-$10,438.68

EEM iShares MSCI Emerging Markets ETF

-1.53%

-$5,901.14

IEMG iShares Core MSCI Emerging Markets ETF

-1.52%

-$4,669.56

VUG Vanguard Growth ETF

-1.52%

-$1.08M

IWF iShares Russell 1000 Growth ETF

-1.44%

-$23,117.76

WMB The Williams Companies, Inc.

-1.39%

-$4,186.57

VSS Vanguard FTSE All-World ex-US Small-Cap ETF

-1.33%

-$214,099.2

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-1.31%

-$6,246.02

SPYG SPDR Portfolio S&P 500 Growth ETF

-1.3%

-$65,953.58

SCZ iShares MSCI EAFE Small-Cap ETF

-1.08%

-$44,865.9

NKSH National Bankshares Inc.

-1.06%

-$8,572.4

AVGO Broadcom Inc.

-1.04%

-$4,314.56

DFAX Dimensional World ex U.S. Core Equity 2 ETF

-0.96%

-$8,719.9

LOW Lowe's Companies Inc.

-0.96%

-$4,965.93

VXUS Vanguard Total International Stock Index Fund Investor Shares

-0.94%

-$14,682.11

VEU Vanguard FTSE All-World ex-US ETF

-0.94%

-$20,615.98

DFIS Dimensional International Small Cap ETF

-0.92%

-$4,033.57

DHR Danaher Corporation

-0.85%

-$3,399.96

IEFA iShares Core MSCI EAFE ETF

-0.78%

-$6,792

EFA iShares MSCI EAFE ETF

-0.71%

-$8,219.5

NKE Nike, Inc. - Class B

-0.71%

-$2,512.44

VOO Vanguard S&P 500 ETF

-0.69%

-$51,865.25

IVV iShares Core S&P 500 ETF

-0.69%

-$7,332.98

SPDW SPDR Portfolio Developed World ex-US ETF

-0.67%

-$95,981.73

VV Vanguard Large-Cap Index Fund ETF Shares

-0.67%

-$20,023.8

SPY SPDR S&P 500 ETF Trust

-0.66%

-$4,578.07

AUB Atlantic Union Bankshares Corporation

-0.65%

-$1,750

IWV ISHARES RUSSELL 3000 ETF

-0.65%

-$1,689.41

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.64%

-$351,315.93

VTI VANGUARD TOTAL STOCK MKT ETF

-0.63%

-$82,487

AOA iShares Core Aggressive Allocation ETF

-0.62%

-$1,751.4

DFAI Dimensional International Core Equity Market ETF

-0.61%

-$2,065.5

VBK Vanguard Small-Cap Growth ETF

-0.59%

-$137,012.42

LRGF iShares U.S. Equity Factor ETF

-0.58%

-$8,418.07

IWP iShares Russell Mid-Cap Growth ETF

-0.53%

-$2,339.65

VOT Vanguard Mid-Cap Growth ETF

-0.48%

-$1,862.14

SLYV SPDR S&P 600 Small Cap Value ETF

-0.47%

-$16,494.92

DFAC Dimensional U.S. Core Equity 2 ETF

-0.47%

-$4,389

IJR iShares Core S&P Small-Cap ETF

-0.44%

-$2,091.05

DFSV Dimensional US Small Cap Value ETF

-0.4%

-$2,297.92

VGK Vanguard FTSE Europe ETF

-0.39%

-$883.75

VXF Vanguard Extended Market ETF

-0.37%

-$14,054.48

VB Vanguard Small-Cap ETF

-0.35%

-$7,084.32

IQLT iShares MSCI International Quality Factor ETF

-0.35%

-$1,241.8

SLYG SPDR S&P 600 Small Cap Growth ETF

-0.34%

-$7,289.1

IWN iShares Russell 2000 Value ETF

-0.32%

-$907.91

IJH iShares Core S&P Mid-Cap ETF

-0.32%

-$1,348.08

DFIV Dimensional International Value ETF

-0.28%

-$1,353.92

DFAT Dimensional US Targeted Value ETF

-0.27%

-$3,731.91

SLV iShares Silver Trust

-0.27%

-$543.37

CARE Carter Bankshares, Inc.

-0.17%

-$693.61

VBR VANGUARD SMALL-CAP VALUE ETF

-0.16%

-$40,246.15

UDR UDR Inc.

-0.12%

-$618.4

URI United Rentals, Inc.

-0.12%

-$344.4

VFMF Vanguard U.S. Multifactor ETF

-0.11%

-$3,866.4

PEP PepsiCo, Inc.

-0.1%

-$192.42

AMZN Amazon.com Inc

-0.1%

-$1,483.82

VTEB Vanguard Tax-Exempt Bond ETF

-0.07%

-$8,281.17

AAPL Apple Inc.

-0.07%

-$1,321.45

MCD McDonald's Corporation

-0.06%

-$225.92

FERG Ferguson Enterprises Inc

-0.05%

-$553.63

IWS iShares Russell Mid-Cap Value ETF

-0.04%

-$174.96

MUB iShares National Muni Bond ETF

-0.02%

-$1,286.94

SUB iShares Short-Term National Muni Bond ETF

-0.01%

-$1,533.02

DFNM Dimensional National Municipal Bond ETF

-0.01%

-$79.8

Events

Dividends

Dividend Analysis

No Data

Trades 1447	Longs Won 998/1447 68%	Profit Factor 6.27
Profitability	Shorts Won 0/0 0%	Standard Deviation $859,233.65
Average Win $147,211.51	Best Trade (Jul 15) $23.54M	Sharpe Ratio -12.32
Average Loss -$52,155.34	Worst Trade (Jul 10) -$6.14M	Z-Score 19.3 (100%)
Commissions $0	Avg. Trade Length 2y 3m 4w	Expectancy $85,348.54

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	12,346	11,111	9,877	8,642	7,407	6,173	4,938	3,704	2,469	1,235

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Returns

Overall, Monthly

Holdings
History

Positions (122)
Options (0)

Option values are updated at end of day.

No Data

Trades (600)
Options (0)

No Data

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