13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002052590
Total reported value
$112.6M
$112.6M
52 檔
43.2%
The Q4 2024 SEC filing reveals that Ofc Financial Planning, LLC held a total portfolio value of $112.6M, covering 52 public equity positions.
During Q4 2024, Ofc Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 21.97% | +0.84% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.64% | +0.57% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.02% | +0.21% | — | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-Other | 5.25% | -0.56% | — | |
| 5 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 4.37% | -0.18% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.89% | +0.12% | — | |
| 7 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.81% | -0.17% | — | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.23% | +0.07% | — | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.92% | -0.13% | — | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.88% | -0.23% | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.86% | +0.16% | — | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.77% | -0.79% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | +0.03% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.59% | +0.21% | — | |
| 15 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.51% | -0.22% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.39% | -0.52% | — | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.35% | +0.07% | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.31% | -0.01% | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.19% | +0.03% | — | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.10% | +0.02% | — | |
| 21 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.08% | +0.11% | — | |
| 22 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 1.08% | -0.11% | — | |
| 23 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.07% | -0.13% | — | |
| 24 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.05% | -0.11% | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 1.05% | -0.11% | — | |
| 26 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.01% | -0.12% | — | |
| 27 | NUE | Nucor CORP | Stock-Materials | 0.93% | +0.24% | — | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.05% | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | +0.08% | — | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.84% | -0.10% | — | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.80% | +0.24% | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | +0.13% | — | |
| 33 | VST | Vistra CORP | Stock-Utilities | 0.75% | -0.03% | — | |
| 34 | PTBD | Pacer Trendpilot US Bond ETF | ETF-Other | 0.74% | -0.10% | — | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.42% | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.64% | +0.04% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.05% | — | |
| 38 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.63% | -0.13% | — | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.60% | +0.12% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | — | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.01% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.09% | — | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.10% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.50% | -0.02% | — | |
| 45 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.39% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.01% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | -0.50% | EXIT | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.36% | +0.13% | — | |
| 49 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.28% | -0.21% | EXIT | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.26% | +0.01% | — |
According to official SEC Form 13F filings, Ofc Financial Planning, LLC reported a total U.S. public equity portfolio value of $112.6M across 52 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, IVV) accounted for 43.2% of total reported equity market value during Q4 2024.
During Q4 2024, Ofc Financial Planning, LLC's top holdings by market value included AAPL (22.0%)、VOO (13.6%)、IVV (6.0%). The largest single position, AAPL, represented 22.0% of total portfolio value.
In Q4 2024, Ofc Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.