§ 13F · FUND PROFILE
Financial Plan, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 94Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 1.39M | $155M | 16.6% | +4% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 3.54M | $137M | 14.7% | +6% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 1.19M | $101M | 10.8% | +5% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 1.52M | $54M | 5.8% | +8% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 917K | $44M | 4.7% | +18% |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 818K | $41M | 4.4% | −9% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 506K | $41M | 4.4% | +7% |
| 8 | AVSF | AMERICAN CENTY ETF TR | 851K | $40M | 4.3% | +15% |
| 9 | VTIP | VANGUARD MALVERN FDS | 680K | $34M | 3.6% | +15% |
| 10 | AVRE | AMERICAN CENTY ETF TR | 712K | $31M | 3.4% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Plan, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed