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Home > Institutional Investor > Michael A. Dubis Financial Planning, Llc > 13F Holdings

Instuitional Investor - Michael A. Dubis Financial Planning, Llc

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%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)