Financial Plan, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $838.9K | 0.1% |
| SPDR SERIES TRUST | $810.9K | 0.1% |
| The Boeing Company | $769.5K | 0.1% |
| DIMENSIONAL ETF TRUST | $767.9K | 0.1% |
| Alphabet Inc. | $583.7K | 0.1% |
| MATRIX SERVICE COMPANY | $557.1K | 0.1% |
| AMERICAN CENTY ETF TR | $535.1K | 0.1% |
| VANGUARD WORLD FD | $520.9K | 0.1% |
| AMERICAN CENTY ETF TR | $486.8K | 0.1% |
| Amazon.com Inc | $481.3K | 0.1% |
| ServiceNow Inc | $466.5K | 0.1% |
| ABBOTT LABORATORIES | $455.4K | 0.1% |
| AMERICAN CENTY ETF TR | $450.5K | 0.1% |
| VANGUARD INDEX FDS | $430.2K | 0.0% |
| Broadcom Inc. | $429.9K | 0.0% |
| DIMENSIONAL ETF TRUST | $412.8K | 0.0% |
| TRI-CONTINENTAL CorpTY | $391.5K | 0.0% |
| ISHARES TR | $389.3K | 0.0% |
| ISHARES U S ETF TR | $367.3K | 0.0% |
| ISHARES TR | $365.1K | 0.0% |
| CORNING INC /NY | $350.2K | 0.0% |
| SPDR INDEX SHS FDS | $346.3K | 0.0% |
| SPDR INDEX SHS FDS | $342.0K | 0.0% |
| MCDONALD'S CORP | $316.3K | 0.0% |
| JOHNSON & JOHNSON | $312.1K | 0.0% |
| ISHARES TR | $310.6K | 0.0% |
| BANK AMERICA CORP | $266.7K | 0.0% |
| AbbVie Inc. | $266.0K | 0.0% |
| DIMENSIONAL ETF TRUST | $250.7K | 0.0% |
| Energy Transfer LPET | $247.3K | 0.0% |
| EXXON MOBIL CORP | $236.9K | 0.0% |
| VANGUARD WELLINGTON FD | $231.1K | 0.0% |
| US BANCORP \DE | $211.4K | 0.0% |
| AMERICAN CENTY ETF TR | $205.7K | 0.0% |
| DYNEX CAPITAL INC | $175.1K | 0.0% |
| GAMCO Global Gold, Natural Resources & Income TrustGGN | $129.1K | 0.0% |
| PLANET IMAGE INTL LTD | $30.4K | 0.0% |
| IT TECH PACKAGING INC | $29.5K | 0.0% |
| Callan JMB Inc | $23.4K | 0.0% |
| AEMETIS, INCAMTX | $22.2K | 0.0% |
| ENSYSCE BIOSCIENCES INC | $22.1K | 0.0% |
| Plug Power Inc | $21.7K | 0.0% |
| MDJM LTD | $20.7K | 0.0% |
| USBC, Inc.USBC | $15.9K | 0.0% |