Michael A. Dubis Financial Planning, LLC - Portfolio overview

Michael A. Dubis Financial Planning, LLC has 45 reported holdings in this dataset, with the latest filing dated 2025-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 21.13%
2. SGOV - ISHARES TR, 13.94%
3. VGIT - VANGUARD SCOTTSDALE FDS, 12.94%

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

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