Larry Mathis Financial Planning, LLC - Portfolio overview

Larry Mathis Financial Planning, LLC has 156 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 7.46%
2. BIL - SPDR SERIES TRUST, 5.13%
3. SHV - ISHARES TR, 5.10%

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

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