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 51–94 of 94
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFSU | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| SPAB | SPDR SERIES TRUST | 31K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| DXUV | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| MTRX | MATRIX SVC CO | 48K | $500K+ | SH |
| AVSD | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 691 | $500K+ | SH |
| AVMU | AMERICAN CENTY ETF TR | 11K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 4K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 686 | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| DFSI | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| TY | TRI CONTL CORP | 12K | $100K–$500K | SH |
| MBB | ISHARES TR | 4K | $100K–$500K | SH |
| MEAR | ISHARES U S ETF TR | 7K | $100K–$500K | SH |
| IVV | ISHARES TR | 533 | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| SUSB | ISHARES TR | 12K | $100K–$500K | SH |
| BAC-PL | BANK AMERICA CORP | 213 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| DFSB | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 15K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| VTES | VANGUARD WELLINGTON FD | 2K | $100K–$500K | SH |
| USB | US BANCORP DEL | 4K | $100K–$500K | SH |
| AVSE | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| DX | DYNEX CAP INC | 13K | $100K–$500K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 25K | $100K–$500K | SH |
| YIBO | PLANET IMAGE INTL LTD | 32K | $15K–$50K | SH |
| ITP | IT TECH PACKAGING INC | 135K | $15K–$50K | SH |
| CJMB | CALLAN JMB INC | 21K | $15K–$50K | SH |
| AMTX | AEMETIS INC | 16K | $15K–$50K | SH |
| ENSC | ENSYSCE BIOSCIENCES INC | 24K | $15K–$50K | SH |
| PLUG | PLUG POWER INC | 11K | $15K–$50K | SH |
| UOKA | MDJM LTD | 10K | $15K–$50K | SH |
| USBC | USBC INC. | 25K | $15K–$50K | SH |