Financial Plan, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FP Financial Plan, Inc. | Institutional Filer | ▲ 7.10% | $932.9M | 94 |
Current Portfolio Holdings
Showing all 94 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | — | 1.4M | $155.0M | 16.61% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 3.5M | $137.4M | 14.73% |
| 3 | AVDE | AMERICAN CENTY ETF TR | — | 1.2M | $100.7M | 10.79% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | — | 1.5M | $53.9M | 5.77% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | — | 917K | $43.9M | 4.71% |
| 6 | DUSB | DIMENSIONAL ETF TRUST | — | 818K | $41.5M | 4.45% |
| 7 | AVEM | AMERICAN CENTY ETF TR | — | 506K | $40.8M | 4.37% |
| 8 | AVSF | AMERICAN CENTY ETF TR | — | 851K | $39.8M | 4.27% |
| 9 | VTIP | VANGUARD MALVERN FDS | — | 680K | $34.0M | 3.64% |
| 10 | AVRE | AMERICAN CENTY ETF TR | — | 712K | $31.4M | 3.36% |
| 11 | SPMB | SPDR SERIES TRUST | — | 1.3M | $28.5M | 3.05% |
| 12 | DFEM | DIMENSIONAL ETF TRUST | — | 730K | $25.2M | 2.70% |
| 13 | DFAX | DIMENSIONAL ETF TRUST | — | 731K | $24.8M | 2.66% |
| 14 | DFGR | DIMENSIONAL ETF TRUST | — | 928K | $24.7M | 2.64% |
| 15 | DFCF | DIMENSIONAL ETF TRUST | — | 509K | $21.5M | 2.30% |
Showing 1 to 15 of 94 holdings