Elser Financial Planning, Inc
Q4 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
80
- Value ($000)
$138,275
- Date Filed01/15/2026
- Form type13F-HR
- CIK0002028202
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $33.43M | 24 % | 635,207 | ||
ELI LILLY & CO | COM | 532457108 | $28.18M | 20 % | 26,222 | ||
APPLE INC | COM | 037833100 | $7.44M | 5 % | 27,352 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.68M | 4 % | 9,052 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $3.65M | 3 % | 135,471 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.57M | 3 % | 70,909 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $3.17M | 2 % | 42,766 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $2.97M | 2 % | 104,335 | ||
MICROSOFT CORP | COM | 594918104 | $2.92M | 2 % | 6,036 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $2.76M | 2 % | 105,347 |
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