Financial Plan
$1.1B 13F equity value
103 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 1,428,195 | $183M | 17.4% |
| DFAC | DIMENSIONAL ETF TRUST | 3,704,312 | $164M | 15.6% |
| AVDE | AMERICAN CENTY ETF TR | 1,209,058 | $108M | 10.2% |
| DFIC | DIMENSIONAL ETF TRUST | 1,614,612 | $60M | 5.7% |
| DFSD | DIMENSIONAL ETF TRUST | 1,038,034 | $50M | 4.7% |
| AVEM | AMERICAN CENTY ETF TR | 511,267 | $49M | 4.7% |
| AVSF | AMERICAN CENTY ETF TR | 926,710 | $43M | 4.1% |
| VTIP | VANGUARD MALVERN FDS | 776,767 | $39M | 3.7% |
| AVRE | AMERICAN CENTY ETF TR | 797,049 | $38M | 3.6% |
| DFEM | DIMENSIONAL ETF TRUST | 763,903 | $31M | 2.9% |
Track Financial Plan's 13F portfolio: $1.1B in reported holdings, 103 positions. Top holdings and quarterly changes on SentiSense.
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