Financial Planning Hawaii, Inc.

HONOLULU, HI · CIK 2105146 · 13F filing filed 2026-04-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$169.6m reported value -2.3% vs Q4 2025

123positions

39.0%in top 10

2 new 34 added 34 reduced 7 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	62,487	$15.9m9.35%	9.35%	Reduced -1.6k	-1,560 -2.4%
2	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	44,972	$9.7m5.70%	5.70%	Added +380	+380 0.8%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	26,926	$8.6m5.09%	5.09%	Added +458	+458 1.7%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	12,509	$7.5m4.41%	4.41%	Reduced -266	-266 -2.1%
5	MICROSOFT CORP COM MSFT	MSFT	20,125	$7.4m4.39%	4.39%	Reduced -455	-455 -2.2%
6	SPDR SER TR S&P DIVID ETF SDY	SDY	24,865	$3.6m2.14%	2.14%	Reduced -207	-207 -0.8%
7	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	18,725	$3.6m2.12%	2.12%	Reduced -862	-862 -4.4%
8	VANGUARD INDEX FDS MID CAP ETF VO	VO	12,063	$3.5m2.04%	2.04%	Added +310	+310 2.6%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	10,981	$3.2m1.86%	1.86%	Added +4	+4 0.0%
10	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	68,160	$3.1m1.84%	1.84%	Reduced -200	-200 -0.3%
11	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	40,358	$3.1m1.84%	1.84%	Added +1.5k	+1,526 3.9%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,793	$3.1m1.83%	1.83%	Added +39	+39 0.4%
13	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	33,250	$3.1m1.82%	1.82%	Added +270	+270 0.8%
14	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	19,709	$2.9m1.72%	1.72%	Added +11	+11 0.1%
15	JOHNSON & JOHNSON COM JNJ	JNJ	11,271	$2.8m1.62%	1.62%	Unchanged
16	CHEVRON CORP NEW COM CVX	CVX	12,989	$2.7m1.58%	1.58%	Added +2	+2 0.0%
17	ABBVIE INC COM ABBV	ABBV	12,173	$2.6m1.56%	1.56%	Reduced -500	-500 -4.0%
18	AMAZON COM INC COM AMZN	AMZN	12,177	$2.5m1.50%	1.50%	Added +6	+6 0.1%
19	LOCKHEED MARTIN CORP COM LMT	LMT	4,026	$2.4m1.43%	1.43%	Reduced -65	-65 -1.6%
20	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	24,087	$2.4m1.43%	1.43%	Added +5.2k	+5,209 27.6%
21	CISCO SYS INC COM CSCO	CSCO	28,699	$2.2m1.31%	1.31%	Reduced -900	-900 -3.0%
22	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	34,313	$2.2m1.30%	1.30%	Added +3.9k	+3,894 12.8%
23	AMGEN INC COM AMGN	AMGN	6,180	$2.2m1.28%	1.28%	Unchanged
24	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,989	$2.1m1.23%	1.23%	Added +351	+351 4.6%
25	NVIDIA CORPORATION COM NVDA	NVDA	11,892	$2.1m1.22%	1.22%	Added +25	+25 0.2%
26	ROSS STORES INC COM ROST	ROST	8,560	$1.9m1.09%	1.09%	Unchanged
27	ISHARES TR CORE S&P SCP ETF IJR	IJR	14,123	$1.8m1.04%	1.04%	Reduced -940	-940 -6.2%
28	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	66,169	$1.7m1.02%	1.02%	Added +23.2k	+23,181 53.9%
29	PROCTER AND GAMBLE CO COM PG	PG	11,577	$1.7m0.99%	0.99%	Unchanged
30	EXXON MOBIL CORP COM XOM	XOM	8,787	$1.5m0.88%	0.88%	Added +1	+1 0.0%
31	VERIZON COMMUNICATIONS INC COM VZ	VZ	29,271	$1.5m0.87%	0.87%	Reduced -4.1k	-4,149 -12.4%
32	ILLINOIS TOOL WKS INC COM ITW	ITW	5,589	$1.5m0.86%	0.86%	Reduced -250	-250 -4.3%
33	CUMMINS INC COM CMI	CMI	2,680	$1.4m0.85%	0.85%	Reduced -85	-85 -3.1%
34	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,482	$1.4m0.84%	0.84%	Reduced -210	-210 -7.8%
35	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	27,497	$1.4m0.84%	0.84%	Added +2.8k	+2,774 11.2%
36	JPMORGAN CHASE & CO COM JPM	JPM	4,770	$1.4m0.83%	0.83%	Added +1	+1 0.0%
37	WALMART INC COM WMT	WMT	10,851	$1.3m0.80%	0.80%	Reduced -38	-38 -0.3%
38	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	14,033	$1.3m0.78%	0.78%	Added +11	+11 0.1%
39	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	13,948	$1.2m0.73%	0.73%	Added +117	+117 0.8%
40	TRAVELERS COMPANIES INC COM TRV	TRV	4,190	$1.2m0.72%	0.72%	Unchanged
41	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	43,547	$1.2m0.72%	0.72%	Added +731	+731 1.7%
42	GENERAL DYNAMICS CORP COM GD	GD	3,277	$1.1m0.66%	0.66%	Unchanged
43	RTX CORPORATION COM RTX	RTX	5,434	$1.0m0.62%	0.62%	Unchanged
44	NORTHROP GRUMMAN CORP COM NOC	NOC	1,455	$992.7k0.59%	0.59%	Unchanged
45	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,445	$939.8k0.55%	0.55%	Added +29	+29 2.0%
46	KROGER CO COM KR	KR	12,975	$938.9k0.55%	0.55%	Unchanged
47	SPDR GOLD TR GOLD SHS GLD	GLD	2,105	$905.8k0.53%	0.53%	Added +42	+42 2.0%
48	AFLAC INC COM AFL	AFL	7,592	$832.9k0.49%	0.49%	Reduced -40	-40 -0.5%
49	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	26,638	$817.3k0.48%	0.48%	Added +833	+833 3.2%
50	BROADCOM INC COM AVGO	AVGO	2,617	$810.0k0.48%	0.48%	Added +5	+5 0.2%
51	SNAP ON INC COM SNA	SNA	2,214	$804.2k0.47%	0.47%	Reduced -80	-80 -3.5%
52	COSTCO WHSL CORP NEW COM COST	COST	786	$782.8k0.46%	0.46%	Reduced -25	-25 -3.1%
53	CULLEN FROST BANKERS INC COM CFR	CFR	5,704	$781.9k0.46%	0.46%	Unchanged
54	MERCK & CO INC COM MRK	MRK	6,131	$737.5k0.43%	0.43%	Reduced -315	-315 -4.9%
55	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	2,093	$722.4k0.43%	0.43%	Unchanged
56	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,554	$719.9k0.42%	0.42%	Added +1	+1 0.1%
57	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$718.1k0.42%	0.42%	Unchanged
58	VISA INC COM CL A V	V	2,374	$717.6k0.42%	0.42%	Unchanged
59	ISHARES TR EXPND TEC SC ETF IGM	IGM	6,012	$712.5k0.42%	0.42%	Unchanged
60	DEERE & CO COM DE	DE	1,263	$711.4k0.42%	0.42%	Unchanged
61	AMERICAN EXPRESS CO COM AXP	AXP	2,335	$706.1k0.42%	0.42%	Added +80	+80 3.5%
62	CONSOLIDATED EDISON INC COM ED	ED	6,231	$705.2k0.42%	0.42%	Reduced -332	-332 -5.1%
63	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,437	$688.6k0.41%	0.41%	Reduced -7	-7 -0.5%
64	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,797	$678.0k0.40%	0.40%	Reduced -900	-900 -24.3%
65	NBT BANCORP INC COM NBTB	NBTB	15,439	$657.4k0.39%	0.39%	Unchanged
66	ORACLE CORP COM ORCL	ORCL	4,434	$652.3k0.38%	0.38%	Added +18	+18 0.4%
67	META PLATFORMS INC CL A META	META	1,136	$650.1k0.38%	0.38%	Reduced -47	-47 -4.0%
68	NORFOLK SOUTHN CORP COM NSC	NSC	2,209	$634.0k0.37%	0.37%	Reduced -125	-125 -5.4%
69	ALTRIA GROUP INC COM MO	MO	9,347	$616.8k0.36%	0.36%	Reduced -149	-149 -1.6%
70	TESLA INC COM TSLA	TSLA	1,648	$612.6k0.36%	0.36%	Unchanged
71	PARKER-HANNIFIN CORP COM PH	PH	675	$604.3k0.36%	0.36%	Unchanged
72	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	4,923	$584.0k0.34%	0.34%	Unchanged
73	HONEYWELL INTL INC COM COM		2,487	$562.1k0.33%	0.33%	Unchanged
74	HUBBELL INC COM HUBB	HUBB	1,138	$558.5k0.33%	0.33%	Unchanged
75	TJX COS INC NEW COM TJX	TJX	3,459	$552.4k0.33%	0.33%	Unchanged
76	MERCADOLIBRE INC COM MELI	MELI	314	$542.9k0.32%	0.32%	Unchanged
77	NETFLIX INC COM NFLX	NFLX	5,620	$540.4k0.32%	0.32%	Unchanged
78	ELI LILLY & CO COM LLY	LLY	563	$517.9k0.31%	0.31%	Unchanged
79	LOWES COS INC COM LOW	LOW	2,153	$508.7k0.30%	0.30%	Unchanged
80	CATERPILLAR INC COM CAT	CAT	706	$500.2k0.29%	0.29%	Unchanged
81	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	370	$488.7k0.29%	0.29%	Unchanged
82	QUALCOMM INC COM QCOM	QCOM	3,555	$457.8k0.27%	0.27%	Unchanged
83	ISHARES TR CORE S&P MCP ETF IJH	IJH	6,613	$446.6k0.26%	0.26%	Reduced -875	-875 -11.7%
84	ISHARES TR CORE S&P US GWT IUSG	IUSG	2,785	$432.0k0.25%	0.25%	Unchanged
85	MCDONALDS CORP COM MCD	MCD	1,369	$425.5k0.25%	0.25%	Reduced -160	-160 -10.5%
86	BAR HBR BANKSHARES COM BHB	BHB	12,880	$418.0k0.25%	0.25%	Unchanged
87	ISHARES TR CORE S&P US VLU IUSV	IUSV	3,966	$405.5k0.24%	0.24%	Unchanged
88	PUBLIC STORAGE COM PSA	PSA	1,480	$400.9k0.24%	0.24%	Unchanged
89	CSX CORP COM CSX	CSX	9,765	$400.9k0.24%	0.24%	Unchanged
90	PEPSICO INC COM PEP	PEP	2,567	$398.7k0.24%	0.24%	Added +1	+1 0.0%
91	ADOBE INC COM ADBE	ADBE	1,600	$388.9k0.23%	0.23%	Reduced -20	-20 -1.2%
92	GENUINE PARTS CO COM GPC	GPC	3,650	$386.0k0.23%	0.23%	Reduced -195	-195 -5.1%
93	SALESFORCE INC COM CRM	CRM	2,000	$373.3k0.22%	0.22%	Unchanged
94	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	2,803	$370.3k0.22%	0.22%	Unchanged
95	VANGUARD MUN BD FDS SHORT TAX EXEMPT VSDM	VSDM	4,535	$346.0k0.20%	0.20%	Added +8	+8 0.2%
96	INTUIT COM INTU	INTU	759	$328.2k0.19%	0.19%	Added +55	+55 7.8%
97	EMERSON ELEC CO COM EMR	EMR	2,484	$325.5k0.19%	0.19%	Unchanged
98	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,555	$321.8k0.19%	0.19%	Unchanged
99	VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH VIOG	VIOG	2,570	$319.9k0.19%	0.19%	Unchanged
100	MASTERCARD INCORPORATED CL A MA	MA	628	$313.8k0.19%	0.19%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
BECTON DICKINSON & CO BDX	BDX	1,780	$345.4k1.8k shares
BITWISE BITCOIN ETF TR BITB	BITB	5,665	$269.4k5.7k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	880	$226.4k880 shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	1,005	$224.3k1.0k shares
BOEING CO BA	BA	989	$214.7k989 shares
SMITH A O CORP AOS	AOS	3,147	$210.5k3.1k shares
BANK AMERICA CORP BAC	BAC	3,817	$209.9k3.8k shares