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OFC FINANCIAL PLANNING, LLC

Q2 2025 13F Holdings

  • Location
    short hills, NJ
  • Num holdings

    56

  • Value ($000)

    $94,194

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0002052590
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$16.98M
18 %

82,745

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$13.86M
15 %

24,395

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.02M
6 %

9,703

I
ICSH

ISHARES TR

ULTRA SHORT DUR
46434V878
$4.12M
4 %

81,274

P
PTLC

PACER FDS TR

TRENDP US LAR CP
69374H105
$3.96M
4 %

78,011

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.85M
4 %

6,236

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$2.45M
3 %

35,499

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$2.21M
2 %

35,366

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$1.86M
2 %

6,650

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$1.81M
2 %

9,269

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