United Financial Planning Group LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location hauppauge, NYCIK 0002088337All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
230 | $158.86M | VUG, VTI, VWO, IJH | 13F-HR | Nov 13, 2025 | 000208833725000002 |