§ 13F · FUND PROFILE
Financial Planning Hawaii, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 128Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$173.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 64K | $17.4T | 10.0% | NEW |
| 2 | MSFT | MICROSOFT CORP | 21K | $10.0T | 5.7% | NEW |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 45K | $9.8T | 5.6% | NEW |
| 4 | VTI | VANGUARD INDEX FDS | 26K | $8.9T | 5.1% | NEW |
| 5 | VOO | VANGUARD INDEX FDS | 13K | $8.0T | 4.6% | NEW |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 20K | $3.8T | 2.2% | NEW |
| 7 | SDY | SPDR SERIES TRUST | 25K | $3.5T | 2.0% | NEW |
| 8 | GOOG | ALPHABET INC | 11K | $3.4T | 2.0% | NEW |
| 9 | VO | VANGUARD INDEX FDS | 12K | $3.4T | 2.0% | NEW |
| 10 | GOOGL | ALPHABET INC | 11K | $3.4T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Planning Hawaii, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed