0002050169-25-000004.txt : 20250725 0002050169-25-000004.hdr.sgml : 20250725 20250725115224 ACCESSION NUMBER: 0002050169-25-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250725 DATE AS OF CHANGE: 20250725 EFFECTIVENESS DATE: 20250725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Quantum Financial Planning Services, Inc. CENTRAL INDEX KEY: 0002050169 ORGANIZATION NAME: EIN: 911515592 STATE OF INCORPORATION: WA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24597 FILM NUMBER: 251150269 BUSINESS ADDRESS: STREET 1: 720 BOONE AVE STREET 2: SUITE 100 CITY: SPOKANE STATE: WA ZIP: 99201 BUSINESS PHONE: 5093286653 MAIL ADDRESS: STREET 1: 720 BOONE AVE STREET 2: SUITE 100 CITY: SPOKANE STATE: WA ZIP: 99201 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002050169 XXXXXXXX 06-30-2025 06-30-2025 Quantum Financial Planning Services, Inc.

720 BOONE AVE SUITE 100 SPOKANE WA 99201

13F HOLDINGS REPORT 028-24597 000115877 801-110112 N C. Eric Christiansen 509-328-6653 C. Eric Christiansen Spokane WA 07-25-2025 0 46 212419727 false INFORMATION TABLE 2 QFP13F06302025.xml ENERGY TRANSFER L P COM UT LTD PTN 29273V100 181300 10000 SH SOLE 0 0 10000 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 183200 10000 SH SOLE 0 0 10000 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 216552 3798 SH SOLE 0 0 3798 META PLATFORMS INC CL A 30303M102 229870 311 SH SOLE 0 0 311 VANGUARD INDEX FDS VALUE ETF 922908744 230915 1307 SH SOLE 0 0 1307 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 242299 10168 SH SOLE 0 0 10168 ISHARES TR CORE S&P500 ETF 464287200 247237 398 SH SOLE 0 0 398 BOOKING HOLDINGS INC COM 09857L108 263722 46 SH SOLE 0 0 46 SERVICENOW INC COM 81762P102 282722 275 SH SOLE 0 0 275 VANGUARD WORLD FD ESG INTL STK ETF 921910725 283075 4322 SH SOLE 0 0 4322 SPDR S&P 500 ETF TR TR UNIT 78462F103 294146 476 SH SOLE 0 0 476 FISERV INC COM 337738108 304304 1765 SH SOLE 0 0 1765 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 309600 8000 SH SOLE 0 0 8000 ENTERPRISE PRODS PARTNERS L COM 293792107 310100 10000 SH SOLE 0 0 10000 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 312290 3324 SH SOLE 0 0 3324 HONEYWELL INTL INC COM 438516106 324268 1392 SH SOLE 0 0 1392 FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404 328675 9882 SH SOLE 0 0 9882 BLACKROCK INC COM 09290D101 330070 315 SH SOLE 0 0 315 T-MOBILE US INC COM 872590104 358883 1525 SH SOLE 0 0 1525 BOEING CO COM 097023105 359180 1714 SH SOLE 0 0 1714 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 376121 662 SH SOLE 0 0 662 ALPHABET INC CAP STK CL C 02079K107 389835 2198 SH SOLE 0 0 2198 HOME DEPOT INC COM 437076102 400806 1093 SH SOLE 0 0 1093 MPLX LP COM UNIT REP LTD 55336V100 412080 8000 SH SOLE 0 0 8000 EXXON MOBIL CORP COM 30231G102 419021 3887 SH SOLE 0 0 3887 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 429421 884 SH SOLE 0 0 884 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 450913 9197 SH SOLE 0 0 9197 ONEOK INC NEW COM 682680103 506106 6200 SH SOLE 0 0 6200 VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 512623 5079 SH SOLE 0 0 5079 ALPHABET INC CAP STK CL A 02079K305 525644 2983 SH SOLE 0 0 2983 ORACLE CORP COM 68389X105 573438 2623 SH SOLE 0 0 2623 VANGUARD STAR FDS VG TL INTL STK F 921909768 591203 8557 SH SOLE 0 0 8557 VANGUARD WORLD FD ESG US STK ETF 921910733 608188 5547 SH SOLE 0 0 5547 INVESCO QQQ TR UNIT SER 1 46090E103 674142 1222 SH SOLE 0 0 1222 AMAZON COM INC COM 023135106 1123606 5122 SH SOLE 0 0 5122 APPLE INC COM 037833100 1408027 6863 SH SOLE 0 0 6863 MICROSOFT CORP COM 594918104 1573956 3165 SH SOLE 0 0 3165 COSTCO WHSL CORP NEW COM 22160K105 2130253 2152 SH SOLE 0 0 2152 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2403005 32636 SH SOLE 0 0 32636 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3682064 68237 SH SOLE 0 0 68237 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 4510666 114223 SH SOLE 0 0 114223 CAPITAL GROUP CORE BALANCED SHS 14021D107 7949190 237715 SH SOLE 0 0 237715 VANGUARD MALVERN FDS CORE BD ETF 922020748 26594126 342796 SH SOLE 0 0 342796 SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 33788310 464827 SH SOLE 0 0 464827 VANGUARD INDEX FDS GROWTH ETF 922908736 56424612 128706 SH SOLE 0 0 128706 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 58369963 734213 SH SOLE 0 0 734213