Financial Plan, Inc. New Holdings in Q4 2025

Financial Plan, Inc.

  • $871 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFSU
Dimensional ETF Tr Dimen Us Su
19.3K
New
N/A
19.3K $839M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
31.5K
New
$25.75 - $26.12 $811K - $823K
31.5K $811M
BA
Boeing CO

Industrials
3.54K
New
$191.81 - $225.32 $680K - $799K
3.54K $769M
Dimensional ETF Trust
12.8K
New
N/A
12.8K $768M
GOOG
Alphabet Inc.

Communication Services
1.86K
New
$237.49 - $291.74 $442K - $543K
1.86K $584M
MTRX
Matrix Service CO

Industrials
47.6K
New
$11.72 - $15.6 $558K - $743K
47.6K $557M
AVSD
American Centy ETF Tr Avantis

ETFs
7.21K
New
$70.41 - $73.26 $507K - $528K
7.21K $535M
VGT
Vanguard Information Technolog

ETFs
691
New
$736.33 - $801.52 $509K - $554K
691 $521M
AVMU
American Centy ETF Travantis C

ETFs
10.5K
New
$45.51 - $46.25 $479K - $487K
10.5K $487M
AMZN
Amazon Com Inc

Consumer Cyclical
2.09K
New
$213.04 - $254.0 $444K - $530K
2.09K $481M
ABT
Abbott Laboratories

Healthcare
3.64K
New
$123.62 - $134.59 $449K - $489K
3.64K $455M
AVLV
American Centy ETF Tr Avantis
5.95K
New
$70.14 - $73.74 $417K - $438K
5.95K $451M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
686
New
$600.51 - $631.95 $412K - $434K
686 $430M
AVGO
Broadcom Inc.

Technology
1.24K
New
$324.63 - $385.98 $403K - $479K
1.24K $430M
DFSI
Dimensional ETF Tr Dimen Intl
9.63K
New
N/A
9.63K $413M
TY
Tri Continental Corp

Financial Services
12K
New
$33.61 - $34.62 $403K - $415K
12K $392M
MBB
Ishares Tr

ETFs
4.09K
New
$94.9 - $96.23 $388K - $393K
4.09K $389M
MEAR
Blackrock Short Maturity Munic

ETFs
7.3K
New
$50.31 - $50.47 $367K - $368K
7.3K $367M
IVV
Ishares Core S&P 500 ETF

ETFs
533
New
$656.2 - $690.71 $350K - $368K
533 $365M
GLW
Corning Inc

Technology
4K
New
$82.06 - $90.29 $328K - $361K
4K $350M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.4K
New
$45.45 - $48.31 $336K - $357K
7.4K $346M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.7K
New
$42.26 - $44.28 $325K - $341K
7.7K $342M
MCD
Mcdonalds Corp

Consumer Cyclical
1.04K
New
$293.81 - $310.11 $304K - $321K
1.04K $316M
JNJ
Johnson & Johnson

Healthcare
1.51K
New
$185.98 - $199.58 $280K - $301K
1.51K $312M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
12.3K
New
$25.18 - $25.37 $310K - $312K
12.3K $311M
Bank America Corp
213
New
N/A
213 $267M
ABBV
Abb Vie Inc.

Healthcare
1.16K
New
$211.96 - $244.38 $247K - $284K
1.16K $266M
DFSB
Dimensional ETF Tr Dimensional
4.84K
New
N/A
4.84K $251M
ET
Energy Transfer LP

Energy
15K
New
$16.29 - $17.01 $244K - $255K
15K $247M
XOM
Exxon Mobil Corp

Energy
1.97K
New
$110.64 - $119.78 $218K - $236K
1.97K $237M
Vanguard Wellington Fd
2.28K
New
N/A
2.28K $231M
USB
Us Bancorp \De\

Financial Services
3.96K
New
$45.28 - $48.26 $179K - $191K
3.96K $211M
AVSE
American Centy ETF Tr Avantis

ETFs
3.17K
New
$61.83 - $66.19 $196K - $210K
3.17K $206M
DX
Dynex Capital Inc

Real Estate
12.5K
New
$12.48 - $13.73 $156K - $172K
12.5K $175M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
25K
New
$4.65 - $5.25 $116K - $131K
25K $129M
Planet Image Intl LTD
32K
New
N/A
32K $30.4M
ITP
It Tech Packaging, Inc.

Basic Materials
135K
New
$0.23 - $0.34 $31.1K - $45.9K
135K $29.5M
Callan Jmb Inc
21.1K
New
N/A
21.1K $23.4M
AMTX
Aemetis, Inc

Energy
16K
New
$1.76 - $3.03 $28.2K - $48.5K
16K $22.2M
Ensysce Biosciences Inc
24K
New
N/A
24K $22.1M
PLUG
Plug Power Inc

Industrials
11K
New
$2.25 - $4.13 $24.8K - $45.4K
11K $21.7M
Mdjm LTD
10K
New
N/A
10K $20.7M
Usbc Inc.
25K
New
N/A
25K $15.9M
Activity Summary
Buys All Purchases 94 New Holdings 94 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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