Filer Name: MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
CIK: 2052271
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 48
Portfolio Value: $0.10B

Michael A. Dubis Financial Planning, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 78,080 $23M 21.88% - -
SGOV US ISHARES 0-3 MONTH TREASURY B 144,008 $14M 13.97% - -
VGIT US VANGUARD INTERMEDIATE-TERM T 215,559 $13M 12.09% - -
VGSH US VANGUARD SHORT-TERM TREASURY 198,815 $12M 11.18% - -
SPTS US SPDR PORT SHRT TRM TRSRY 167,954 $5M 4.71% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 122,495 $3M 3.06% - -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 41,295 $3M 2.85% - -
AAPL US APPLE INC 9,832 $2M 2.38% - -
VNQ US VANGUARD REAL ESTATE ETF 22,397 $2M 1.93% - -
ITOT US ISHARES CORE S&P TOTAL U.S. 13,939 $2M 1.73% - -
MGC US VANGUARD MEGA CAP ETF 7,785 $2M 1.60% - -
VEA US VANGUARD FTSE DEVELOPED ETF 32,370 $2M 1.50% - -
VV US VANGUARD LARGE-CAP ETF 4,946 $1M 1.29% - -
DCOR US DIMENSIONAL US CORE EQ 1 ETF 20,350 $1M 1.26% - -
VXUS US VANGUARD TOTAL INTL STOCK 21,703 $1M 1.24% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 34,921 $1M 1.17% - -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 12,928 $1M 1.14% - -
VO US VANGUARD MID-CAP ETF 4,049 $1M 1.03% - -
DFAS US DIMENSIONAL US SMALL CAP ETF 16,038 $1M 1.01% - -
VIG US VANGUARD DIVIDEND APPREC ETF 5,104 $1M 0.97% - -
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