Financial Plan, Inc. - Portfolio overview

Financial Plan, Inc. has 94 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 16.61%
2. DFAC - DIMENSIONAL ETF TRUST, 14.73%
3. AVDE - AMERICAN CENTY ETF TR, 10.79%

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

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