Elser Financial Planning, Inc
Q2 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
68
- Value ($000)
$80,176
- Date Filed07/22/2025
- Form typerestatement
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LLY ELI LILLY & CO | COM | 532457108 | $16.24M | 20 % | 20,829 | ||
AAPL APPLE INC | COM | 037833100 | $5.34M | 7 % | 26,015 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.96M | 6 % | 8,731 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $3.36M | 4 % | 137,492 | ||
BRO BROWN & BROWN INC | COM | 115236101 | $3.28M | 4 % | 29,554 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.14M | 4 % | 64,086 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $2.90M | 4 % | 114,815 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $2.89M | 4 % | 12,198 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $2.87M | 4 % | 42,766 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $2.58M | 3 % | 108,325 |
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