Financial Plan, Inc.
Q4 2025 13F Holdings
- Locationbellingham, WA
- Num holdings
94
- Value ($000)
$871,073
- Date Filed01/28/2026
- Form type13F-HR
- CIK0002107584
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $149.3M | 17 % | 1,335,641 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $132.11M | 15 % | 3,337,061 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $93.45M | 11 % | 1,135,214 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $48.57M | 6 % | 1,409,479 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $45.36M | 5 % | 895,485 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $37.41M | 4 % | 780,212 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $36.44M | 4 % | 473,111 | ||
AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 | $34.87M | 4 % | 740,489 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $29.3M | 3 % | 592,384 | ||
AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | $26.16M | 3 % | 600,852 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100