SEC Form 13F

Financial Plan, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,054,005,947
Positions95

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMERICAN CENTY ETF TRAVUSUS EQT ETF$182,923,1951,428,195
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$164,323,2793,704,312
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$107,848,0061,209,058
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$60,160,4401,614,612
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$49,566,1111,038,034
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$49,332,093511,267
AMERICAN CENTY ETF TRAVSFAVANTIS SHFXDINC$43,155,124926,710
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$39,017,029776,767
AMERICAN CENTY ETF TRAVREREAL ESTATE ETF$37,763,808797,049
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$31,045,032763,903

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page