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Financial Planning Hawaii, Inc. Portfolio
$184.7M across 127 positions as of 2026-09-30, with 43% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $20.2M | 10.9% | 60,595 |
| VTIVanguard Total Stock Market ETF | $11M | 6.0% | 29,515 |
| VIGVanguard Div Appreciation ETF | $10.3M | 5.6% | 44,277 |
| MSFTMicrosoft Corp | $10M | 5.4% | 19,563 |
| VOOVanguard S&P 500 ETF | $9.3M | 5.0% | 13,211 |
| GOOGAlphabet Inc | $3.9M | 2.1% | 11,400 |
| RSPInvesco S&P 500 Equal Weight ETF | $3.9M | 2.1% | 18,652 |
| VOVanguard Mid-Cap ETF | $3.8M | 2.0% | 47,981 |
| VXUSVanguard Total International Stock ETF | $3.5M | 1.9% | 41,415 |
| SDYState Street SPDR S&P Dividend ETF | $3.5M | 1.9% | 23,677 |
| GOOGLAlphabet Inc | $3.3M | 1.8% | 9,487 |
| JNJJohnson & Johnson | $3M | 1.6% | 11,147 |
| VYMVanguard High Dividend Yield ETF | $2.9M | 1.6% | 18,882 |
| CSCOCisco Systems Inc | $2.9M | 1.6% | 27,110 |
| ABBVAbbVie Inc | $2.8M | 1.5% | 10,677 |
| NVDANVIDIA Corp | $2.8M | 1.5% | 12,094 |
| GLDMSPDR Gold MiniShares Trust | $2.7M | 1.5% | 33,250 |
| AMZNAmazon.com Inc | $2.7M | 1.5% | 10,881 |
| VEAVanguard FTSE Developed Markets ETF | $2.7M | 1.4% | 37,691 |
| XLUState Street Utilities Select Sector SPDR ETF | $2.6M | 1.4% | 65,974 |
| AMGNAmgen Inc | $2.5M | 1.4% | 5,995 |
| SGOViShares 0-3 Month Treasury Bond ETF | $2.5M | 1.3% | 24,689 |
| VBVanguard Small-Cap ETF | $2.4M | 1.3% | 8,441 |
| CVXChevron Corp | $2.2M | 1.2% | 10,593 |
| ROSTRoss Stores Inc | $2.1M | 1.1% | 8,841 |
| QQQInvesco QQQ Trust, Series 1 | $1.9M | 1.0% | 2,592 |
| LMTLockheed Martin Corp | $1.9M | 1.0% | 3,726 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $1.8M | 1.0% | 69,641 |
| FNDXSchwab Fundamental US Large Company Index ETF | $1.7M | 0.9% | 54,428 |
| IJRiShares Core S&P Small-Cap ETF | $1.7M | 0.9% | 12,132 |
| PGProcter & Gamble Co | $1.6M | 0.9% | 11,344 |
| BINCiShares Flexible Income Active ETF | $1.6M | 0.8% | 30,594 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $1.5M | 0.8% | 13,618 |
| TRVTravelers Companies Inc | $1.5M | 0.8% | 4,220 |
| VIGIVanguard International Dividend Appreciation ETF | $1.5M | 0.8% | 15,696 |
| JPMJPMorgan Chase & Co | $1.4M | 0.7% | 4,176 |
| XOMExxonmobil Holdings Corp | $1.3M | 0.7% | 7,984 |
| CMICummins Inc | $1.3M | 0.7% | 2,490 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.3M | 0.7% | 1,671 |
| ITWIllinois Tool Works Inc | $1.2M | 0.7% | 4,798 |
| GDGeneral Dynamics Corp | $1.2M | 0.7% | 3,654 |
| WMTWalmart Inc | $1.2M | 0.6% | 11,439 |
| SCHDSchwab US Dividend Equity ETF | $1.1M | 0.6% | 34,408 |
| AVGOBroadcom Inc | $1.1M | 0.6% | 3,151 |
| IGMiShares Expanded Tech Sector ETF | $1M | 0.6% | 6,012 |
| VZVerizon Communications Inc | $970.9K | 0.5% | 21,166 |
| RTXRTX Corp | $885.2K | 0.5% | 4,768 |
| METAMeta Platforms Inc | $881.8K | 0.5% | 1,216 |
| AXPAmerican Express Co | $837.5K | 0.5% | 2,754 |
| CFRCullen/Frost Bankers Inc | $805.9K | 0.4% | 5,279 |
| GLDSPDR Gold Shares | $801.7K | 0.4% | 2,105 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.4% | 1 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $743.6K | 0.4% | 1,462 |
| KRKroger Co | $701.1K | 0.4% | 11,960 |
| VVisa Inc | $698.1K | 0.4% | 1,943 |
| NSCNorfolk Southern Corp | $682.6K | 0.4% | 2,209 |
| LLYEli Lilly and Co | $659.9K | 0.4% | 570 |
| AFLAflac Inc | $657.8K | 0.4% | 5,885 |
| EDConsolidated Edison Inc | $651.4K | 0.4% | 6,373 |
| NOCNorthrop Grumman Corp | $650.3K | 0.4% | 1,345 |
| PHParker-Hannifin Corp | $649.7K | 0.4% | 680 |
| BRK.BBerkshire Hathaway Inc | $637.4K | 0.3% | 1,280 |
| MOAltria Group Inc | $629.7K | 0.3% | 9,350 |
| IBMInternational Business Machines Corp | $599.7K | 0.3% | 2,727 |
| MRKMerck & Co Inc | $598.8K | 0.3% | 4,121 |
| HUBBHubbell Inc | $593.3K | 0.3% | 1,308 |
| TSLATesla Inc | $583K | 0.3% | 1,643 |
| CRMSalesforce Inc | $582.4K | 0.3% | 2,537 |
| QCOMQualcomm Inc | $551.2K | 0.3% | 2,995 |
| COSTCostco Wholesale Corp | $541.7K | 0.3% | 595 |
| IUSGiShares Core S&P U.S. Growth ETF | $539.6K | 0.3% | 2,785 |
| SNASnap-On Inc | $517K | 0.3% | 1,423 |
| DEDeere & Co | $512.4K | 0.3% | 763 |
| BRBroadridge Financial Solutions Inc | $503.6K | 0.3% | 3,126 |
| TJXTJX Companies Inc | $487.4K | 0.3% | 3,684 |
| IJHiShares Core S&P Mid-Cap ETF | $475.8K | 0.3% | 6,613 |
| ASML HLDG NV | $460.2K | 0.2% | 254 |
| BAR HBR BANKSHARES | $445.5K | 0.2% | 11,515 |
| IUSViShares Core S&P U.S. Value ETF | $437.4K | 0.2% | 3,966 |
| SUSAiShares MSCI USA ESG Select ETF | $436.4K | 0.2% | 2,803 |
| INTUIntuit Inc | $431.2K | 0.2% | 1,564 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $429.7K | 0.2% | 942 |
| PSAPublic Storage | $418.6K | 0.2% | 1,480 |
| NFLXNetflix Inc | $395.4K | 0.2% | 5,682 |
| RJFRaymond James Financial Inc | $393K | 0.2% | 2,487 |
| DCIDonaldson Company Inc | $392.1K | 0.2% | 4,505 |
| CATCaterpillar Inc | $385.1K | 0.2% | 475 |
| ADBEAdobe Inc | $383.9K | 0.2% | 1,600 |
| MELIMercadoLibre Inc | $357.8K | 0.2% | 207 |
| EMREmerson Electric Co | $356.4K | 0.2% | 2,298 |
| VANGUARD ADMIRAL FDS INC | $354.5K | 0.2% | 2,570 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $350.9K | 0.2% | 4,034 |
| AMDAdvanced Micro Devices Inc | $349.9K | 0.2% | 572 |
| LHXL3Harris Technologies Inc | $345.7K | 0.2% | 1,460 |
| IEFAiShares Core MSCI EAFE ETF | $344.4K | 0.2% | 3,555 |
| VANGUARD MUN BD FDS | $338K | 0.2% | 4,544 |
| DSIiShares ESG MSCI KLD 400 ETF | $326.3K | 0.2% | 2,232 |
| MAMastercard Inc | $320.4K | 0.2% | 581 |
| CSXCSX Corp | $320K | 0.2% | 6,880 |
| MCDMcDonald's Corp | $316.2K | 0.2% | 1,369 |
| SEICSEI Investments Co | $309K | 0.2% | 3,010 |
| BLKBlackRock Inc | $305.8K | 0.2% | 289 |
| PEPPepsiCo Inc | $297K | 0.2% | 2,344 |
| VEUVanguard FTSE All World Ex US ETF | $293.1K | 0.2% | 3,533 |
| BANNER CORP | $291.4K | 0.2% | 4,349 |
| BBTBeacon Financial Corp | $290.5K | 0.2% | 10,380 |
| AGNCAGNC Investment Corp | $290.2K | 0.2% | 32,000 |
| SOSouthern Co | $286K | 0.2% | 3,450 |
| ORLYO'Reilly Automotive Inc | $281.4K | 0.2% | 3,295 |
| SHOPShopify Inc | $281.2K | 0.2% | 1,896 |
| RBB FD INC | $281.1K | 0.2% | 5,639 |
| GPCGenuine Parts Co | $272.2K | 0.1% | 2,165 |
| GLWCorning Inc | $269.8K | 0.1% | 1,755 |
| PCARPaccar Inc | $263.5K | 0.1% | 2,400 |
| VUGVanguard Growth ETF | $260.1K | 0.1% | 2,886 |
| VONGVanguard Russell 1000 Growth ETF | $255.3K | 0.1% | 1,980 |
| MUMicron Technology Inc | $254.6K | 0.1% | 239 |
| CTBICommunity Trust Bancorp, Inc. | $252.3K | 0.1% | 3,400 |
| MRVLMarvell Technology Inc | $247.6K | 0.1% | 937 |
| ABTAbbott Laboratories | $243.8K | 0.1% | 2,467 |
| DBX ETF TR | $240.6K | 0.1% | 8,449 |
| CBOECboe Global Markets Inc | $233.2K | 0.1% | 847 |
| IJSiShares S&P SmallCap 600 Value ETF | $220.1K | 0.1% | 1,718 |
| PSXPhillips 66 | $219.8K | 0.1% | 861 |
| CORCencora Inc | $216.5K | 0.1% | 721 |
| VBRVanguard Small-Cap Value ETF | $207.7K | 0.1% | 899 |
| UNPUnion Pacific Corp | $203K | 0.1% | 746 |
Quarter ending 2026-09-30.
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