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Jennifer Quire

Wrenne Financial Planning Llc

Assets Managed
$255.032M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
3.75%(2Q avg: 4.43%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Wrenne Financial Planning Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Wrenne Financial Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 255.032M in assets, with a quarterly growth rate of 3.75% and a 2-quarter average growth rate of 4.43%. The portfolio is managed by Jennifer Quire, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 7.85%
21.29%
$54.279M
169,193 shares@ $320.82 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 3.69%
16.67%
$42.496M
565,858 shares@ $75.11 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Increased 3.38%
7.53%
$19.196M
202,964 shares@ $94.58 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 4.19%
7.24%
$18.457M
208,089 shares@ $88.7 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 4.66%
5.91%
$15.066M
204,589 shares@ $73.65 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 4.21%
5.29%
$13.469M
249,186 shares@ $54.05 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1.73%
4.92%
$12.54M
162,625 shares@ $77.11 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 12.33%
4.29%
$10.928M
435,387 shares@ $25.11 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 2.22%
4.14%
$10.541M
230,898 shares@ $45.66 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 2%
3.82%
$9.737M
44,821 shares@ $217.25 avg price

1-10 of 49