account_balance

Investment manager · 13F filer · SEC CIK 2107584

Financial Plan, Inc.

Reported value$1.05Bas of Jun 30, 2026
Positions95 8 new, 7 sold out
Top 10 weight72.6%AVUS alone is 17%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
AVUS American Centy ETF Tr 17.4% Added +2%
DFAC Dimensional ETF Trust 15.6% Added +5%
AVDE American Centy ETF Tr 10.2% Held
DFIC Dimensional ETF Trust 5.7% Added +6%
DFSD Dimensional ETF Trust 4.7% Added +13%
AVEM American Centy ETF Tr 4.7% Held
AVSF American Centy ETF Tr 4.1% Added +9%
VTIP Vanguard Malvern FDS 3.7% Added +14%
AVRE American Centy ETF Tr 3.6% Added +12%
DFEM Dimensional ETF Trust 2.9% Added +5%
SPMB SPDR Series Trust 2.9% Added +7%
DUSB Dimensional ETF Trust 2.8% Trimmed −28%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the Apr 27, 2026 filing
add_circleNew
arrow_upwardAdded
  • VMBS +454%
  • SHV +141%
  • SUB +28%
  • DFIP +20%
arrow_downwardTrimmed
  • DUSB −28%
  • SPSB −9%
  • GLD −8%
  • VTI −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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