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CIK: 0002052590
Total reported value
$112.6M
$112.6M
53 檔
39.4%
In Q1 2025, Ofc Financial Planning, LLC's U.S. equity holdings reached a combined market value of $112.6M, distributed across 53 disclosed stock positions.
During Q1 2025, 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 | 20.81% | +0.84% | -0.45% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.75% | +0.57% | -1.54% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.17% | +0.21% | -0.01% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.99% | -0.56% | -11.80% | |
| 5 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 4.46% | -0.18% | -1.23% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.96% | +0.12% | -0.71% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.46% | +0.07% | -2.32% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.36% | -0.79% | +4.66% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.99% | -0.23% | +1.58% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.96% | -0.13% | +1.44% | |
| 11 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.95% | -0.17% | -36.15% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.91% | +0.16% | -2.05% | |
| 13 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.84% | -0.22% | +12.99% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.77% | -0.52% | -0.31% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.56% | +0.21% | -1.02% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.46% | -0.01% | +1.41% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | +0.03% | -12.31% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.30% | +0.07% | -1.90% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.20% | +0.03% | -1.25% | |
| 20 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.16% | +0.11% | +4.45% | |
| 21 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 1.14% | -0.11% | +1.08% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.13% | +0.02% | -0.55% | |
| 23 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.11% | -0.11% | +1.38% | |
| 24 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.10% | -0.13% | -1.93% | |
| 25 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 1.08% | -0.12% | +1.14% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 1.05% | -0.11% | -8.29% | |
| 27 | NUE | Nucor CORP | Stock-Materials | 1.02% | +0.24% | — | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.90% | -0.10% | -1.15% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | +0.13% | +2.12% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | +0.08% | -2.19% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.05% | +2.82% | |
| 32 | PTBD | Pacer Trendpilot US Bond ETF | ETF-Other | 0.79% | -0.10% | -0.61% | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.69% | +0.24% | — | |
| 34 | VST | Vistra CORP | Stock-Utilities | 0.68% | -0.03% | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | +0.05% | +0.33% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.65% | +0.12% | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.63% | +0.42% | — | |
| 38 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.63% | -0.13% | -2.37% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.63% | +0.04% | -3.62% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.10% | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | -0.02% | — | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.01% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.09% | — | |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.38% | — | +6.62% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | +0.13% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.01% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | -0.50% | EXIT | |
| 48 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.28% | -0.21% | EXIT | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.24% | — | +4.28% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | +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 53 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, IVV) accounted for 39.4% of total reported equity market value during Q1 2025.
During Q1 2025, Ofc Financial Planning, LLC's top holdings by market value included AAPL (20.8%)、VOO (13.8%)、IVV (6.2%). The largest single position, AAPL, represented 20.8% of total portfolio value.
In Q1 2025, 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.
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