Financial Plan, Inc.
13F Portfolio Filings
Most recent 13F Q4 2025Location bellingham, WACIK 0002107584All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
94 | $871.07M | AVUS, DFAC, AVDE, DFIC | 13F-HR | Jan 28, 2026 | 000210758426000001 |