OFC FINANCIAL PLANNING, LLC
Q1 2025 13F Holdings
- Locationshort hills, NJ
- Num holdings
53
- Value ($000)
$88,379
- Date Filed05/14/2025
- Form type13F-HR
- CIK0002052590
- 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 |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $18.39M | 21 % | 82,799 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $12.15M | 14 % | 23,641 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.45M | 6 % | 9,703 | ||
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $4.41M | 5 % | 87,064 | ||
PTLC PACER FDS TR | TRENDP US LAR CP | 69374H105 | $3.94M | 5 % | 76,563 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.50M | 4 % | 6,255 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $2.18M | 3 % | 35,062 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $2.09M | 2 % | 35,417 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $1.76M | 2 % | 32,129 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $1.73M | 2 % | 9,309 |
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