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Michael A. Dubis Financial Planning

Latest statistics and disclosures from Michael A. Dubis Financial Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002052271

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Positions held by Michael A. Dubis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Michael A. Dubis Financial Planning

Michael A. Dubis Financial Planning holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	21.1	$22M	79k	274.84	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	13.9	$14M	143k	100.67	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	12.9	$13M	225k	59.40	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	11.5	$12M	203k	58.69	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	4.8	$4.9M	169k	29.24	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.5	$3.6M	129k	27.77	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	2.7	$2.8M	41k	68.01	View chart
Apple (AAPL)	2.1	$2.2M	9.8k	222.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.0	$2.1M	23k	90.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.7	$1.7M	14k	122.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$1.7M	33k	50.83	View chart
Vanguard World Mega Cap Index (MGC)	1.5	$1.6M	7.8k	201.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$1.4M	22k	62.10	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.3	$1.3M	22k	61.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$1.3M	4.9k	257.03	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$1.2M	35k	32.99	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.1	$1.1M	12k	91.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$1.0M	4.0k	258.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$990k	5.1k	193.99	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$958k	16k	59.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$927k	19k	49.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$895k	11k	78.28	View chart
Lockheed Martin Corporation (LMT)	0.9	$893k	2.0k	446.71	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.9	$882k	18k	48.35	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.7	$709k	5.2k	135.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$660k	11k	60.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$639k	1.1k	561.90	View chart
Travelers Companies (TRV)	0.6	$588k	2.2k	264.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$557k	5.3k	105.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$526k	27k	19.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$507k	16k	31.23	View chart
Wells Fargo & Company (WFC)	0.5	$466k	6.5k	71.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$459k	10k	45.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$341k	4.2k	81.69	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$315k	15k	21.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$314k	8.2k	38.44	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$291k	11k	26.20	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$285k	2.7k	105.44	View chart
3M Company (MMM)	0.3	$274k	1.9k	146.85	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$260k	7.3k	35.81	View chart
Us Bancorp Del Com New (USB)	0.2	$250k	5.9k	42.22	View chart
Chevron Corporation (CVX)	0.2	$239k	1.4k	167.31	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$230k	3.5k	66.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$221k	414.00	532.58	View chart
Target Corporation (TGT)	0.2	$209k	2.0k	104.34	View chart

Past Filings by Michael A. Dubis Financial Planning

SEC 13F filings are viewable for Michael A. Dubis Financial Planning going back to 2025

Michael A. Dubis Financial Planning 2025 Q1 filed April 15, 2025

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