0001954044-24-000001.txt : 20240206 0001954044-24-000001.hdr.sgml : 20240206 20240205195714 ACCESSION NUMBER: 0001954044-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240205 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fee-Only Financial Planning, L.C. CENTRAL INDEX KEY: 0001954044 ORGANIZATION NAME: IRS NUMBER: 541648649 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22808 FILM NUMBER: 24597692 BUSINESS ADDRESS: STREET 1: 45 SUGAR MILL DRIVE CITY: OKATIE STATE: SC ZIP: 29909 BUSINESS PHONE: 540-467-0901 MAIL ADDRESS: STREET 1: 45 SUGAR MILL DRIVE CITY: OKATIE STATE: SC ZIP: 29909 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001954044 XXXXXXXX 12-31-2023 12-31-2023 Fee-Only Financial Planning, L.C.

45 SUGAR MILL DRIVE OKATIE SC 29909

13F HOLDINGS REPORT 028-22808 000108365 801-60251 N Anne Hudick 540-467-0901 Anne Hudick Okatie SC 02-05-2024 0 41 138452110 false INFORMATION TABLE 2 feeonly4q23.xml ADOBE INC COM 00724F101 841803 1411 SH SOLE 0 0 1411 ALTRIA GROUP INC COM 02209S103 433776 10753 SH SOLE 0 0 10753 AMERICAN ELEC PWR CO INC COM 025537101 387338 4769 SH SOLE 0 0 4769 APPLE INC COM 037833100 231421 1202 SH SOLE 0 0 1202 AT&T INC COM 00206R102 429182 25577 SH SOLE 0 0 25577 AUTOZONE INC COM 053332102 292174 113 SH SOLE 0 0 113 BANK AMERICA CORP COM 060505104 1209340 35917 SH SOLE 0 0 35917 COMCAST CORP NEW CL A 20030N101 349441 7969 SH SOLE 0 0 7969 EXXON MOBIL CORP COM 30231G102 651570 6517 SH SOLE 0 0 6517 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 295258 12815 SH SOLE 0 0 12815 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 297878 5765 SH SOLE 0 0 5765 GENERAL ELECTRIC CO COM NEW 369604301 262663 2058 SH SOLE 0 0 2058 ICF INTL INC COM 44925C103 760961 5675 SH SOLE 0 0 5675 ISHARES TR S&P 500 VAL ETF 464287408 229013 1317 SH SOLE 0 0 1317 ISHARES TR S&P MC 400GR ETF 464287606 202803 2560 SH SOLE 0 0 2560 ISHARES TR EAFE SML CP ETF 464288273 207365 3350 SH SOLE 0 0 3350 ISHARES TR SELECT DIVID ETF 464287168 234440 2000 SH SOLE 0 0 2000 MICROSOFT CORP COM 594918104 461025 1226 SH SOLE 0 0 1226 MONDELEZ INTL INC CL A 609207105 462031 6379 SH SOLE 0 0 6379 PHILIP MORRIS INTL INC COM 718172109 879836 9352 SH SOLE 0 0 9352 SOUTHERN CO COM 842587107 431238 6150 SH SOLE 0 0 6150 TRUIST FINL CORP COM 89832Q109 738917 20014 SH SOLE 0 0 20014 VANGUARD INDEX FDS VALUE ETF 922908744 27499306 183942 SH SOLE 0 0 183942 VANGUARD INDEX FDS GROWTH ETF 922908736 37990313 122203 SH SOLE 0 0 122203 VANGUARD INDEX FDS MID CAP ETF 922908629 12531154 53865 SH SOLE 0 0 53865 VANGUARD INDEX FDS SMALL CP ETF 922908751 9522721 44638 SH SOLE 0 0 44638 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10108015 56165 SH SOLE 0 0 56165 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2405648 10141 SH SOLE 0 0 10141 VANGUARD INDEX FDS SML CP GRW ETF 922908595 7530652 31148 SH SOLE 0 0 31148 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1547969 7050 SH SOLE 0 0 7050 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3271426 22560 SH SOLE 0 0 22560 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3405347 7796 SH SOLE 0 0 7796 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 352203 3986 SH SOLE 0 0 3986 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1861563 11322 SH SOLE 0 0 11322 VANGUARD INDEX FDS LARGE CAP ETF 922908637 703937 3227 SH SOLE 0 0 3227 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5832385 103890 SH SOLE 0 0 103890 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 218899 3039 SH SOLE 0 0 3039 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 341541 8310 SH SOLE 0 0 8310 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 999648 20869 SH SOLE 0 0 20869 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1089942 4200 SH SOLE 0 0 4200 VANGUARD WORLD FDS ENERGY ETF 92204A306 949968 8100 SH SOLE 0 0 8100