OFC FINANCIAL PLANNING, LLC - Portfolio overview

OFC FINANCIAL PLANNING, LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-05-07.

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. AAPL - APPLE INC, 20.67%
2. VOO - VANGUARD INDEX FDS, 14.92%
3. IVV - ISHARES TR, 5.97%

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

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