Elser Financial Planning, Inc
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationindianapolis, IN
- CIK0002028202
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
68 | $80.18M | LLY, AAPL, VOO, SCHX | RESTATEMENT | Jul 22, 2025 | 000175496025000447 | ||
66 | $72.25M | LLY, AAPL, VOO, BRO | 13F-HR | Apr 22, 2025 | 000175496025000232 | ||
110 | $1.67B | MBIN, DFCF, DFAU, DFUS | 13F-HR | Jan 28, 2025 | 000175496025000077 | ||
62 | $68.92M | LLY, AAPL, BRO, SCHA | 13F-HR | Oct 17, 2024 | 000175496024000503 | ||
98 | $598.62M | DFCF, DFAU, DFUS, DFAS | 13F-HR | Jul 23, 2024 | 000175496024000322 |