OFC FINANCIAL PLANNING, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location short hills, NJCIK 0002052590All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
54 | $100.99M | AAPL, VOO, IVV, PTLC | 13F-HR | Nov 13, 2025 | 000205259025000005 | ||
56 | $94.19M | AAPL, VOO, IVV, ICSH | 13F-HR | Aug 13, 2025 | 000205259025000003 | ||
53 | $88.38M | AAPL, VOO, IVV, ICSH | 13F-HR | May 14, 2025 | 000205259025000002 | ||
52 | $94.82M | AAPL, VOO, IVV, ICSH | 13F-HR | Jan 23, 2025 | 000205259025000001 |