OFC FINANCIAL PLANNING, LLC
Q3 2025 13F Holdings
- Locationshort hills, NJ
- Num holdings
54
- Value ($000)
$100,992
- Date Filed11/13/2025
- Form type13F-HR
- CIK0002052590
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $20.98 M | 21 % | 82,383 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $15.03 M | 15 % | 24,549 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.48 M | 6 % | 9,683 | ||
PTLC PACER FDS TR | TRENDP US LAR CP | 69374H105 | $4.23 M | 4 % | 77,278 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.85 M | 4 % | 5,783 | ||
ICSH ISHARES TR | ULTRA SHORT DUR | 46434V878 | $3.52 M | 4 % | 69,324 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $2.51 M | 3 % | 34,447 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $2.48 M | 3 % | 33,694 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $1.93 M | 2 % | 5,429 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $1.91 M | 2 % | 6,494 |
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