§ 13F · FUND PROFILE
Financial Plan, Inc..
AUM · $1.1B (13F)Positions · 95Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 1.43M | $183M | 17.4% | +2% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 3.70M | $164M | 15.6% | +5% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 1.21M | $108M | 10.2% | +2% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 1.61M | $60M | 5.7% | +6% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 1.04M | $50M | 4.7% | +13% |
| 6 | AVEM | AMERICAN CENTY ETF TR | 511K | $49M | 4.7% | +1% |
| 7 | AVSF | AMERICAN CENTY ETF TR | 927K | $43M | 4.1% | +9% |
| 8 | VTIP | VANGUARD MALVERN FDS | 777K | $39M | 3.7% | +14% |
| 9 | AVRE | AMERICAN CENTY ETF TR | 797K | $38M | 3.6% | +12% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 764K | $31M | 2.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Plan, Inc. is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 95 positions.
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