CIK 2107584
Financial Plan, Inc.
Institutional 13F holdings & portfolio
Holdings
94
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 94
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 1.3M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 3.3M | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 1.1M | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 895K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 780K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 473K | $1M+ | SH |
| AVSF | AMERICAN CENTY ETF TR | 740K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 592K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 601K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 739K | $1M+ | SH |
| SPMB | SPDR SERIES TRUST | 1.0M | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 851K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 667K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 451K | $1M+ | SH |
| STIP | ISHARES TR | 98K | $1M+ | SH |
| AAPL | APPLE INC | 30K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 92K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 116K | $1M+ | SH |
| DFIP | DIMENSIONAL ETF TRUST | 147K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 77K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 11K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 113K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 44K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 140K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 28K | $1M+ | SH |
| SUB | ISHARES TR | 33K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 87K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 53K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 41K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| REET | ISHARES TR | 92K | $1M+ | SH |
| SHV | ISHARES TR | 20K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 18K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 32K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 12K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 15K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 15K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 6K | $1M+ | SH |
| AVSU | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| TRMB | TRIMBLE INC | 13K | $500K+ | SH |
| AVGE | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 26K | $500K+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |