Instuitional Investor - Michael A. Dubis Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Michael A. Dubis Financial Planning, Llc |
| Portfolio Value | $103,020,867 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 79,217 | $21,771,910 | 21.13% | |
| 2. | Ishares Tr | 142,686 | $14,364,231 | 13.94% | |
| 3. | Vanguard Scottsdale Funds | 224,500 | $13,335,282 | 12.94% | |
| 4. | Vanguard Scottsdale Funds | 202,703 | $11,896,635 | 11.55% | |
| 5. | Spdr Ser Tr | 168,753 | $4,934,349 | 4.79% |
