Financial Plan, Inc.: 13F holdings
CIK 21075842026Q2
| Positions | 95 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 95 (+1 vs prior quarter) |
|---|
| Reported value | $1.1bn (+13.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 1,428,195 | $182.9m | 17.4% |
| DIMENSIONAL ETF TRUST | 3,704,312 | $164.3m | 15.6% |
| AVDE AMERICAN CENTY ETF TR | 1,209,058 | $107.8m | 10.2% |
| DFIC DIMENSIONAL ETF TRUST | 1,614,612 | $60.2m | 5.7% |
| DFSD DIMENSIONAL ETF TRUST | 1,038,034 | $49.6m | 4.7% |
| AVEM AMERICAN CENTY ETF TR | 511,267 | $49.3m | 4.7% |
| AVSF AMERICAN CENTY ETF TR | 926,710 | $43.2m | 4.1% |
| VTIP VANGUARD MALVERN FDS | 776,767 | $39.0m | 3.7% |
| NNN AMERICAN CENTY ETF TR | 797,049 | $37.8m | 3.6% |
| DFEM DIMENSIONAL ETF TRUST | 763,903 | $31.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107584")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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