Ofc Financial Planning

Latest statistics and disclosures from Ofc Financial Planning's latest quarterly 13F-HR filing:

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Positions held by Ofc Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ofc Financial Planning

Ofc Financial Planning holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 22.0 $21M 83k 250.42
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.6 $13M 24k 538.81
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Ishares Tr Core S&p500 Etf (IVV) 6.0 $5.7M 9.7k 588.68
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Ishares Tr Ultra Short-term (ICSH) 5.3 $5.0M 99k 50.43
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 4.4 $4.1M 78k 53.44
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $3.7M 6.3k 586.11
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.8 $2.7M 54k 49.74
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.2 $2.1M 36k 58.93
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $1.8M 9.2k 198.18
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.9 $1.8M 32k 56.48
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Vanguard Index Fds Mid Cap Etf (VO) 1.9 $1.8M 6.7k 264.14
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Ishares Gold Tr Ishares New (IAU) 1.8 $1.7M 34k 49.51
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Microsoft Corporation (MSFT) 1.7 $1.6M 3.8k 421.50
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Vanguard Index Fds Small Cp Etf (VB) 1.6 $1.5M 6.3k 240.28
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 1.5 $1.4M 29k 50.21
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Spdr Gold Tr Gold Shs (GLD) 1.4 $1.3M 5.5k 242.13
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $1.3M 13k 101.53
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.2M 28k 44.04
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Ishares Tr Rus 1000 Etf (IWB) 1.2 $1.1M 3.5k 322.16
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Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.0M 12k 88.40
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Pacer Fds Tr Us Lrg Cp Cash (COWG) 1.1 $1.0M 32k 32.04
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Innovator Etfs Trust Laddered Alc Bfr (BUFB) 1.1 $1.0M 32k 32.30
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 1.1 $1.0M 23k 44.91
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Innovator Etfs Trust Buffer Step Up S (BSTP) 1.0 $994k 30k 33.21
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Vanguard Index Fds Value Etf (VTV) 1.0 $993k 5.9k 169.31
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Innovator Etfs Trust Power Buffer Set (PSTP) 1.0 $961k 30k 32.03
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Nucor Corporation (NUE) 0.9 $878k 7.5k 116.71
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NVIDIA Corporation (NVDA) 0.9 $871k 6.5k 134.29
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Ishares Tr Russell 2000 Etf (IWM) 0.9 $848k 3.8k 220.96
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $793k 7.4k 106.84
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Quanta Services (PWR) 0.8 $760k 2.4k 316.05
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $735k 15k 47.82
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Vistra Energy (VST) 0.7 $710k 5.2k 137.87
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Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.7 $701k 35k 20.00
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Caterpillar (CAT) 0.6 $615k 1.7k 362.76
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $610k 4.7k 128.62
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $608k 2.1k 289.81
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Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.6 $594k 6.2k 95.56
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Citigroup Com New (C) 0.6 $573k 8.1k 70.39
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $550k 1.2k 453.28
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Home Depot (HD) 0.6 $536k 1.4k 388.99
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Alphabet Cap Stk Cl C (GOOG) 0.5 $514k 2.7k 190.44
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McDonald's Corporation (MCD) 0.5 $478k 1.7k 289.89
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $471k 6.2k 75.61
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Pacer Fds Tr Pacer Us Small (CALF) 0.4 $365k 8.3k 44.01
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Amazon (AMZN) 0.4 $347k 1.6k 219.39
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $345k 1.8k 189.30
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Texas Instruments Incorporated (TXN) 0.4 $339k 1.8k 187.51
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Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $266k 2.8k 95.47
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Vanguard World Esg Us Stk Etf (ESGV) 0.3 $249k 2.4k 104.89
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $203k 1.6k 127.59
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Ishares Tr Tips Bd Etf (TIP) 0.2 $202k 1.9k 106.55
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Past Filings by Ofc Financial Planning

SEC 13F filings are viewable for Ofc Financial Planning going back to 2024