Financial Plan, Inc.
Q1 2026 13F Holdings
- Locationbellingham, WA
- Num holdings
94
- Value ($000)
$932,938
- Date Filed 04/27/2026
- Form type13F-HR
- CIK 0002107584
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $154.98M | 17 % | 1,393,958 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $137.44M | 15 % | 3,536,742 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $100.65M | 11 % | 1,186,391 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $53.87M | 6 % | 1,516,156 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $43.91M | 5 % | 917,141 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $41.48M | 4 % | 817,942 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $40.78M | 4 % | 506,092 | ||
AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 | $39.84M | 4 % | 851,252 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $33.99M | 4 % | 680,491 | ||
AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | $31.36M | 3 % | 712,325 |
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