Financial Plan, Inc.
All holdings · as of Dec 31, 2025
| 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% |
| SPDR GOLD TR | $4.04M | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $3.98M | 0.5% |
| iShares MSCI UAE ETF | $3.49M | 0.4% |
| DIMENSIONAL ETF TRUST | $3.32M | 0.4% |
| CATERPILLAR INC | $3.16M | 0.4% |
| VANGUARD MUN BD FDS | $2.68M | 0.3% |
| ISHARES SILVER TR | $2.63M | 0.3% |
| VANGUARD INDEX FDS | $2.49M | 0.3% |
| ISHARES TR | $2.29M | 0.3% |
| ISHARES TR | $2.20M | 0.3% |
| Tesla Inc | $1.73M | 0.2% |
| AMERICAN CENTY ETF TR | $1.70M | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.2% |
| DIMENSIONAL ETF TRUST | $1.50M | 0.2% |
| Bank of New York Mellon Corp/The | $1.43M | 0.2% |
| ISHARES TR | $1.30M | 0.1% |
| SPDR SERIES TRUST | $1.26M | 0.1% |
| DIMENSIONAL ETF TRUST | $1.14M | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $1.11M | 0.1% |
| NVIDIA Corp | $1.09M | 0.1% |
| AMERICAN CENTY ETF TR | $1.06M | 0.1% |
| TRIMBLE INC. | $979.4K | 0.1% |
| AMERICAN CENTY ETF TR | $901.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $844.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $842.5K | 0.1% |