Elser Financial Planning, Inc - Portfolio overview

Elser Financial Planning, Inc has 139 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. MBIN - MERCHANTS BANCORP IND, 57.11%
2. DFCF - DIMENSIONAL ETF TRUST, 8.61%
3. DFAU - DIMENSIONAL ETF TRUST, 4.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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