§ 13F · FUND PROFILE
Michael A. Dubis Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 45Turnover · — · Q1Filed · Apr 15, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 15, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 79K | $21.8T | 21.1% | — |
| 2 | SGOV | ISHARES TR | 143K | $14.4T | 13.9% | — |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 225K | $13.3T | 12.9% | — |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 203K | $11.9T | 11.5% | — |
| 5 | SPTS | SPDR SER TR | 169K | $4.9T | 4.8% | — |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 129K | $3.6T | 3.5% | — |
| 7 | SPTM | SPDR SER TR | 41K | $2.8T | 2.7% | — |
| 8 | AAPL | APPLE INC | 10K | $2.2T | 2.1% | — |
| 9 | VNQ | VANGUARD INDEX FDS | 23K | $2.1T | 2.0% | — |
| 10 | ITOT | ISHARES TR | 14K | $1.7T | 1.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MICHAEL SIGNAL
AC read
Michael A. Dubis Financial Planning, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed