Instuitional Investor - Michael A. Dubis Financial Planning, Llc
Fund Profile
Filing Period:
Fund Name: | Michael A. Dubis Financial Planning, Llc |
Portfolio Value | $103,421 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 78,080 | $22,628 | 21.87% | |
2. | Ishares Tr | 144,008 | $14,447 | 13.96% | |
3. | Vanguard Scottsdale Funds | 215,559 | $12,502 | 12.08% | |
4. | Vanguard Scottsdale Funds | 198,815 | $11,567 | 11.18% | |
5. | Spdr Ser Tr | 167,954 | $4,872 | 4.71% |