Elser Financial Planning, Inc Portfolio Holdings

Elser Financial Planning, Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.67 Trillion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Merchants Bancorp with a value of $994B, Dimensional ETF Tr Core Fxd In with a value of $143B, Dimensional ETF Tr with a value of $80.3B, Dimensional ETF Tr U S Equity with a value of $63.9B, and Dimensional ETF Tr Dimensional with a value of $52.3B.

Examining the 13F form we can see an increase of $1.6T in the current position value, from $68.9B to 1.67T.

Elser Financial Planning, Inc is based out at Indianapolis, IN

Below you can find more details about Elser Financial Planning, Inc portfolio as well as his latest detailed transactions.