OFC FINANCIAL PLANNING, LLC
Q4 2024 13F Holdings
- Locationshort hills, NJ
- Num holdings
52
- Value ($000)
$94,818
- Date Filed01/23/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $20.83M | 22 % | 83,173 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $12.94M | 14 % | 24,011 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.71M | 6 % | 9,704 | ||
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $4.98M | 5 % | 98,710 | ||
PTLC PACER FDS TR | TRENDP US LAR CP | 69374H105 | $4.14M | 4 % | 77,515 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.69M | 4 % | 6,300 | ||
SLQD ISHARES TR | 0-5YR INVT GR CP | 46434V100 | $2.66M | 3 % | 53,571 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $2.12M | 2 % | 35,896 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $1.82M | 2 % | 9,177 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $1.79M | 2 % | 31,628 |
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