Michael A. Dubis Financial Planning

Michael A. Dubis Financial Planning as of March 31, 2025

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