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Gerry Barrasso

United Financial Planning Group Llc

Assets Managed
$169.177M
Holdings
462
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
2.64%(2Q avg: 3.2%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in United Financial Planning Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 462 positions.

Assets under management

The assets under management (AUM) of United Financial Planning Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 169.177M in assets, with a quarterly growth rate of 2.64% and a 2-quarter average growth rate of 3.2%. The portfolio is managed by Gerry Barrasso, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.17%
17.97%
$30.391M
154,900 shares@ $196.2 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.27%
16.51%
$27.924M
435,762 shares@ $64.09 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 7.66%
16.18%
$27.364M
62,649 shares@ $436.79 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.41%
5.13%
$8.677M
128,495 shares@ $67.54 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 3.9%
4.33%
$7.325M
58,924 shares@ $124.31 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -0.73%
4.13%
$6.98M
100,070 shares@ $69.75 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 11.05%
3.62%
$6.107M
68,853 shares@ $88.71 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 17.06%
3.38%
$5.711M
118,846 shares@ $48.06 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 14.97%
2.59%
$4.367M
55,691 shares@ $78.42 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -1.67%
2.22%
$3.755M
13,077 shares@ $287.19 avg price

1-10 of 462