§ 13F · FUND PROFILE
Financial Plan, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 94Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$871.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 1.34M | $149.3T | 17.1% | NEW |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 3.34M | $132.1T | 15.2% | NEW |
| 3 | AVDE | AMERICAN CENTY ETF TR | 1.14M | $93.5T | 10.7% | NEW |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 1.41M | $48.6T | 5.6% | NEW |
| 5 | DUSB | DIMENSIONAL ETF TRUST | 895K | $45.4T | 5.2% | NEW |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 780K | $37.4T | 4.3% | NEW |
| 7 | AVEM | AMERICAN CENTY ETF TR | 473K | $36.4T | 4.2% | NEW |
| 8 | AVSF | AMERICAN CENTY ETF TR | 740K | $34.9T | 4.0% | NEW |
| 9 | VTIP | VANGUARD MALVERN FDS | 592K | $29.3T | 3.4% | NEW |
| 10 | AVRE | AMERICAN CENTY ETF TR | 601K | $26.2T | 3.0% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed