Institutions / Financial Plan, Inc.
Financial Plan, Inc.
CIK 2107584 · Institution · as of Dec 31, 2025
Portfolio value
$871.07M
Positions
94
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 94 →
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $149.30M | 17.1% |
| Dimensional ETF Trust | $132.11M | 15.2% |
| American Centy ETF Tr | $93.45M | 10.7% |
| Dimensional ETF Trust | $48.57M | 5.6% |
| Dimensional ETF Trust | $45.36M | 5.2% |
| Dimensional ETF Trust | $37.41M | 4.3% |
| American Centy ETF Tr | $36.44M | 4.2% |
| American Centy ETF Tr | $34.87M | 4.0% |
| Vanguard Malvern Fds | $29.30M | 3.4% |
| American Centy ETF Tr | $26.16M | 3.0% |
| Dimensional ETF Trust | $24.17M | 2.8% |
| SPDR Series Trust | $23.26M | 2.7% |
| Dimensional ETF Trust | $22.49M | 2.6% |
| Dimensional ETF Trust | $22.08M | 2.5% |
| Dimensional ETF Trust | $19.19M | 2.2% |
| iShares MSCI UAE ETF | $10.00M | 1.1% |
| Apple Inc. | $8.07M | 0.9% |
| Vanguard Scottsdale Fds | $7.36M | 0.8% |
| Vanguard Scottsdale Fds | $6.81M | 0.8% |
| Dimensional ETF Trust | $6.10M | 0.7% |
| Vanguard Bd Index Fds | $6.05M | 0.7% |
| Microsoft Corp | $5.50M | 0.6% |
| American Centy ETF Tr | $4.74M | 0.5% |
| American Centy ETF Tr | $4.47M | 0.5% |
| SPDR Series Trust | $4.24M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.