StockDriftsStockDriftsTop 45 Michael A. Dubis Financial Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 21.13% | 79.2K | $21.8M | +1.46%(+1.14K) | — | 2025-03-31 | |
| SGOV | ISHARES TR | 13.94% | 142.7K | $14.4M | -0.92%(-1.32K) | — | 2025-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 12.94% | 224.5K | $13.3M | +4.15%(+8.94K) | — | 2025-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 11.55% | 202.7K | $11.9M | +1.96%(+3.89K) | — | 2025-03-31 | |
| SPTS | SPDR SER TR | 4.79% | 168.8K | $4.9M | +0.48%(+799) | — | 2025-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.48% | 128.9K | $3.6M | +5.25%(+6.43K) | — | 2025-03-31 | |
| SPTM | SPDR SER TR | 2.73% | 41.3K | $2.8M | +0.05%(+20) | — | 2025-03-31 | |
| AAPL | APPLE INC | 2.12% | 9.8K | $2.2M | +0.00%(+0) | — | 2025-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2% | 22.7K | $2.1M | +1.56%(+350) | — | 2025-03-31 | |
| ITOT | ISHARES TR | 1.65% | 13.9K | $1.7M | +0.02%(+3) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Michael A. Dubis Financial Planning, Llc reports $103.02M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are VTI (21.1%), SGOV (13.9%) and VGIT (12.9%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Michael A. Dubis Financial Planning, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052271). View Michael A. Dubis Financial Planning, Llc’s 13F filings on SEC