OFC FINANCIAL PLANNING, LLC
Q2 2025 13F Holdings
- Locationshort hills, NJ
- Num holdings
56
- Value ($000)
$94,194
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $16.98M | 18 % | 82,745 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.86M | 15 % | 24,395 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.02M | 6 % | 9,703 | ||
ICSH ISHARES TR | ULTRA SHORT DUR | 46434V878 | $4.12M | 4 % | 81,274 | ||
PTLC PACER FDS TR | TRENDP US LAR CP | 69374H105 | $3.96M | 4 % | 78,011 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.85M | 4 % | 6,236 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $2.45M | 3 % | 35,499 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $2.21M | 2 % | 35,366 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $1.86M | 2 % | 6,650 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $1.81M | 2 % | 9,269 |
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