Michael A. Dubis Financial Planning, LLC Top Holdings and 13F Report (2025) About Michael A. Dubis Financial Planning, LLCInvestment ActivityMichael A. Dubis Financial Planning, LLC has $103.42 thousand in total holdings as of December 31, 2024.Michael A. Dubis Financial Planning, LLC owns shares of 48 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Stock Market ETF $22,628iShares 0-3 Month Treasury Bond ETF $14,447Vanguard Intermediate-Term Treasury Index ETF $12,502Vanguard Short-Term Treasury Index ETF $11,567SPDR Portfolio Short Term Treasury ETF $4,872 Sector AllocationMap of 500 Largest Holdings ofMichael A. Dubis Financial Planning, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$22,62878,08021.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$14,447144,00814.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$12,502215,55912.1%ETFVGSHVanguard Short-Term Treasury Index ETF$11,567198,81511.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$4,872167,9544.7%ETFDFICDimensional International Core Equity 2 ETF$3,166122,4953.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,95041,2952.9%ETFAAPLApple$2,4629,8322.4%Computer and TechnologyVNQVanguard Real Estate ETF$1,99522,3971.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,79313,9391.7%ETFMGCVanguard Mega Cap ETF$1,6567,7851.6%ETFVEAVanguard FTSE Developed Markets ETF$1,54832,3701.5%ETFVVVanguard Large-Cap ETF$1,3344,9461.3%ETFDIMENSIONAL ETF TRUST$1,30620,3501.3%US CORE EQUITY 1VXUSVanguard Total International Stock ETF$1,27921,7031.2%ETFDFACDimensional U.S. Core Equity 2 ETF$1,20834,9211.2%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,18212,9281.1%ETFVOVanguard Mid-Cap ETF$1,0694,0491.0%ETFDFASDimensional U.S. Small Cap ETF$1,04416,0381.0%ETFVIGVanguard Dividend Appreciation ETF$9995,1041.0%ETFLMTLockheed Martin$9722,0000.9%AerospaceBSVVanguard Short-Term Bond ETF$88211,4100.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$88018,4150.9%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$85117,5710.8%ManufacturingSDYSPDR S&P Dividend ETF$6905,2240.7%ETFIVViShares Core S&P 500 ETF$6691,1370.6%ETFVEUVanguard FTSE All-World ex-US ETF$62410,8770.6%ETFTRVTravelers Companies$5352,2220.5%FinanceSUBiShares Short-Term National Muni Bond ETF$5345,0600.5%ETFSCHFSchwab International Equity ETF$49226,5850.5%ETFDFAIDimensional International Core Equity Market ETF$47416,2210.5%ETFWFCWells Fargo & Company$4566,4920.4%FinanceVWOVanguard FTSE Emerging Markets ETF$44510,1140.4%ETFMUBiShares National Muni Bond ETF$3643,4160.4%ETFSCHBSchwab US Broad Market ETF$33214,6250.3%ETFDFAUDimensional US Core Equity Market ETF$3318,1690.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$3184,1700.3%ManufacturingUSBU.S. Bancorp$2835,9090.3%FinanceDFSUDimensional US Sustainability Core 1 ETF$2757,2530.3%ETFTGTTarget$2702,0000.3%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$2489,9840.2%ETFMMM3M$2411,8680.2%Multi-Sector ConglomeratesAVDEAvantis International Equity ETF$2133,4700.2%ETFMSFTMicrosoft$2135060.2%Computer and TechnologyGOOGAlphabet$2091,1000.2%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$2071,6050.2%ManufacturingCVXChevron$2061,4260.2%Oils/EnergyMGEEMGE Energy$2002,1250.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
