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
Automatically Tracked
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.
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.
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:
32.88%
Gain -0.47%
Monthly
0.36%
Yearly
4.44%
Drawdown
15.52%
$650.39M
Equity
Holdings
$650.39M
Investment
$526.95M
$134.18M
Profit -$3.46M
Realized
$10.74M
Unrealized
$123.44M
Dividends
$51.16M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$3.46M
Win %
82%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.87M
Win %
82%
This Month
Compared to last month
Gain
-0.29%
Profit
-$1.87M
Win %
82%
This Year
Compared to last year
Gain
4.96%
Profit
$31.5M
Win %
82%
TPL Texas Pacific Land Corporation
+9.62%
+$76,400.86 
URI United Rentals, Inc.
+6.27%
+$17,474.8 
META Meta Platforms Inc Class A
+4.24%
+$15,818.4 
WMT Walmart Inc.
+3.43%
+$24,742.76 
CVS CVS Health Corporation
+2.11%
+$11,128.32 
XOM Exxon Mobil Corporation
+2.11%
+$39,762.58 
MO Altria Group, Inc.
+1.68%
+$3,944 
STX Seagate Technology Holdings plc
+1.52%
+$22,528 
PM Philip Morris International Inc.
+1.43%
+$10,083.68 
STLD Steel Dynamics Inc.
+1.37%
+$24,671.04 
CVX Chevron Corporation
+1.19%
+$17,097.84 
DHR Danaher Corporation
+1.16%
+$4,005.7 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$7,047.54 
ABBV AbbVie Inc.
+0.78%
+$2,199.4 
CSX CSX Corporation
+0.65%
+$4,744.8 
WMB The Williams Companies, Inc.
+0.52%
+$1,496.65 
CAH Cardinal Health Inc.
+0.5%
+$2,119.74 
LOW Lowe's Companies Inc.
+0.5%
+$2,494.94 
MDLZ Mondelez International, Inc.
+0.39%
+$889.68 
PEP PepsiCo, Inc.
+0.38%
+$706.86 
JNJ Johnson & Johnson
+0.31%
+$1,866.9 
GLW Corning Incorporated
+0.18%
+$1,343.47 
NKE Nike, Inc. - Class B
+0.17%
+$598.2 
ABT Abbott Laboratories
+0.06%
+$153.94 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$3,577.03 
IWD iShares Russell 1000 Value ETF
+0.01%
+$124.99 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$105.15 
SO The Southern Company
+0.01%
+$23.86 
VTV Vanguard Value ETF
+0.01%
+$3,071.88 
TSLA Tesla, Inc.
0%
+$49.06 
UDR
0%
$0 
CARE Carter Bankshares, Inc.
-3.53%
-$12,520 
AUB Atlantic Union Bankshares Corporation
-3.49%
-$8,218.75 
COF Capital One Financial Corporation
-3.35%
-$9,517.22 
MSFT Microsoft Corp.
-3.11%
-$35,987.56 
NKSH National Bankshares Inc.
-3.04%
-$22,824.01 
SLV iShares Silver Trust
-2.61%
-$7,144.37 
AMZN Amazon.com Inc
-2.53%
-$37,095.5 
EW Edwards Lifesciences Corporation
-1.85%
-$18,766.08 
AAPL Apple Inc.
-1.58%
-$30,607.14 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.52%
-$20,515.08 
TFC Truist Financial Corporation
-1.43%
-$11,778.99 
VWO Vanguard FTSE Emerging Markets ETF
-1.41%
-$263,040.46 
SPEM SPDR Portfolio Emerging Markets ETF
-1.39%
-$52,733.14 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$4,512.6 
IWF iShares Russell 1000 Growth ETF
-1.33%
-$22,587.84 
IWN iShares Russell 2000 Value ETF
-1.33%
-$3,593.86 
DFAE Dimensional Emerging Core Equity Market ETF
-1.26%
-$9,210.6 
VUG Vanguard Growth ETF
-1.22%
-$899,883.6 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$5,152.26 
VGK Vanguard FTSE Europe ETF
-1.18%
-$2,651.25 
SLYV SPDR S&P 600 Small Cap Value ETF
-1.18%
-$39,492.64 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$186,609.92 
DFIS Dimensional International Small Cap ETF
-1.09%
-$4,964.4 
MCD McDonald's Corporation
-1.07%
-$4,179.53 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$254,640.68 
IWP iShares Russell Mid-Cap Growth ETF
-1.06%
-$4,887.62 
GEV GE Vernova Inc.
-1.04%
-$9,979.65 
VXF Vanguard Extended Market ETF
-1.01%
-$38,649.82 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$16,121.97 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$9,467.32 
VEU Vanguard FTSE All-World ex-US ETF
-0.97%
-$22,088.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.96%
-$4,772.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.96%
-$50,107.59 
UNP Union Pacific Corporation
-0.93%
-$2,940 
IQLT iShares MSCI International Quality Factor ETF
-0.92%
-$3,228.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$521,052.84 
RTX RTX Corporation
-0.91%
-$2,491.68 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$4,053.42 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.87%
-$130,488.75 
GE General Electric Company
-0.87%
-$7,551.5 
DFSV Dimensional US Small Cap Value ETF
-0.85%
-$4,667.65 
EFA iShares MSCI EAFE ETF
-0.84%
-$9,896.95 
DFAI Dimensional International Core Equity Market ETF
-0.84%
-$2,835 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$7,244.8 
VOT Vanguard Mid-Cap Growth ETF
-0.81%
-$3,237.36 
GOOGL Alphabet Inc
-0.79%
-$6,718.14 
PFE Pfizer Inc.
-0.76%
-$1,677.78 
GOOG Alphabet Inc
-0.76%
-$7,414.56 
NSC Norfolk Southern Corporation
-0.74%
-$21,283.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$95,825.73 
IWV ISHARES RUSSELL 3000 ETF
-0.73%
-$1,912.43 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.72%
-$30,907.62 
DFAT Dimensional US Targeted Value ETF
-0.72%
-$9,281.93 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$5,021.12 
IVV iShares Core S&P 500 ETF
-0.71%
-$7,665.97 
VOO Vanguard S&P 500 ETF
-0.71%
-$54,049.05 
DFIV Dimensional International Value ETF
-0.71%
-$3,450.32 
LRGF iShares U.S. Equity Factor ETF
-0.7%
-$10,215.18 
AOA iShares Core Aggressive Allocation ETF
-0.7%
-$2,014.11 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.68%
-$20,763.9 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$6,270 
VB Vanguard Small-Cap ETF
-0.65%
-$12,825.65 
FERG Ferguson Enterprises Inc
-0.65%
-$7,398.51 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.62%
-$12,709.2 
VFMF Vanguard U.S. Multifactor ETF
-0.52%
-$17,398.8 
AVGO Broadcom Inc.
-0.49%
-$2,602.08 
VO Vanguard Mid-Cap ETF
-0.46%
-$20,838.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.38%
-$92,209.54 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$1,184.07 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.38%
-$16,136.34 
BNDX Vanguard Total International Bond ETF
-0.35%
-$210,220.13 
PG Procter & Gamble Co
-0.26%
-$1,516.26 
IAGG iShares International Aggregate Bond Fund
-0.23%
-$7,130.11 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.22%
-$3,080.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.22%
-$17,527.32 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.2%
-$602.41 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$1,085.66 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$146,520.08 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$389.73 
VCRB Vanguard Core Bond ETF
-0.18%
-$682.92 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.18%
-$764.72 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.16%
-$4,209.4 
VNQ Vanguard Real Estate ETF
-0.13%
-$18,902.64 
MUB iShares National Muni Bond ETF
-0.09%
-$6,112.97 
IJH iShares Core S&P Mid-Cap ETF
-0.09%
-$365.11 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$31,029.31 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$749.68 
VTEB Vanguard Tax-Exempt Bond ETF
-0.05%
-$5,915.12 
DFAR Dimensional US Real Estate ETF
-0.04%
-$85.17 
IWS iShares Russell Mid-Cap Value ETF
-0.02%
-$87.48 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$79.8 Events
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Dividends
Dividend Analysis
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| Trades 1448 | Longs Won 993/1448 68% | Profit Factor 6.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $897,097.28 |
| Average Win $158,383.99 | Best Trade (Jun 01) $25.49M | Sharpe Ratio -9.13 |
| Average Loss -$50,762.1 | Worst Trade (May 15) -$6.33M | Z-Score 20.71 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 2d | Expectancy $92,664.75 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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Returns
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