Elser Financial Planning, Inc
Q1 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
66
- Value ($000)
$72,249
- Date Filed04/22/2025
- Form type13F-HR
- CIK0002028202
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LLY ELI LILLY & CO | COM | 532457108 | $17.10M | 24 % | 20,710 | ||
AAPL APPLE INC | COM | 037833100 | $5.76M | 8 % | 25,944 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.85M | 5 % | 7,482 | ||
BRO BROWN & BROWN INC | COM | 115236101 | $3.68M | 5 % | 29,560 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $2.90M | 4 % | 131,560 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $2.70M | 4 % | 115,188 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $2.59M | 4 % | 42,766 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $2.25M | 3 % | 104,627 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $2.07M | 3 % | 104,406 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.77M | 3 % | 4,719 |
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