account_balance
Investment manager · 13F filer · SEC CIK 2028202
Elser Financial Planning, Inc
Reported value$2.31Bas of Jun 30, 2026
Positions124 10 new, 18 sold out
Top 10 weight86.8%MBIN alone is 58%
FiledJul 1414 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MBINMerchants Bancorp Ind
58.1%
DFCFDimensional ETF Trust
8.1%Added +5%
DFAUDimensional ETF Trust
4.5%
DFICDimensional ETF Trust
3.6%
DFUSDimensional ETF Trust
3.3%
DFUVDimensional ETF Trust
2.1%
DFAS1.9%DFEMDimensional ETF Trust
1.8%
DFGXDimensional ETF Trust
1.8%Added +10%
DFSD1.7%DFSV1.6%DFAT1.1%MBINMerchants Bancorp Ind
58.1%
DFCF8.1%DFAU4.5%DFIC3.6%DFUS3.3%DFUV2.1%DFAS1.9%DFEMDFGX1.8%DFSD1.7%DFSVDFATBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MBIN Merchants Bancorp Ind 58.1% HeldDFCF Dimensional ETF Trust 8.1% Added +5%DFAU Dimensional ETF Trust 4.5% HeldDFIC Dimensional ETF Trust 3.6% HeldDFUS Dimensional ETF Trust 3.3% HeldDFUV Dimensional ETF Trust 2.1% HeldDFAS Dimensional ETF Trust 1.9% Trimmed −3%DFEM Dimensional ETF Trust 1.8% HeldDFGX Dimensional ETF Trust 1.8% Added +10%DFSD Dimensional ETF Trust 1.7% Added +3%DFSV Dimensional ETF Trust 1.6% HeldDFAT Dimensional ETF Trust 1.1% Trimmed −3%
What changed