§ 13F · FUND PROFILE
Financial Planning Hawaii, Inc..
AUM · $186M (13F)Positions · 134Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 63K | $18M | — | — |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 46K | $11M | — | — |
| 3 | VTI | VANGUARD INDEX FDS | 28K | $10M | — | — |
| 4 | VOO | VANGUARD INDEX FDS | 13K | $9M | — | — |
| 5 | MSFT | MICROSOFT CORP | 21K | $8M | — | — |
| 6 | GOOG | ALPHABET INC | 11K | $4M | — | — |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 18K | $4M | — | — |
| 8 | GOOGL | ALPHABET INC | 11K | $4M | — | — |
| 9 | SDY | SPDR SERIES TRUST | 25K | $4M | — | — |
| 10 | VO | VANGUARD INDEX FDS | 46K | $4M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Planning Hawaii, Inc. is a Other fund managing $186 million in assets. The fund runs a portfolio of 134 positions.
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