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 $103.02 million in total holdings as of March 31, 2025.Michael A. Dubis Financial Planning, LLC owns shares of 45 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.71% of the portfolio was purchased this quarter.About 0.30% of the portfolio was sold this quarter.This quarter, Michael A. Dubis Financial Planning, LLC has purchased 48 new stocks and bought additional shares in 21 stocks.Michael A. Dubis Financial Planning, LLC sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $21,771,910iShares 0-3 Month Treasury Bond ETF $14,364,231Vanguard Intermediate-Term Treasury Index ETF $13,335,282Vanguard Short-Term Treasury Index ETF $11,896,635SPDR Portfolio Short Term Treasury ETF $4,934,349 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $220,488 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury Index ETF 8,941 shares (about $531.09K)Vanguard Total Stock Market ETF 1,137 shares (about $312.49K)Vanguard Short-Term Treasury Index ETF 3,888 shares (about $228.19K)Berkshire Hathaway 414 shares (about $220.49K)Dimensional International Core Equity 2 ETF 6,435 shares (about $178.70K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 1,322 shares (about $133.09K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 984 shares (about $90.26K)iShares National Muni Bond ETF 710 shares (about $74.86K)iShares Core 1-5 Year USD Bond ETF 170 shares (about $8.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMichael A. Dubis Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$21,771,910$312,492 ▲1.5%79,21721.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$14,364,231$133,086 ▼-0.9%142,68613.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$13,335,282$531,095 ▲4.1%224,50012.9%ETFVGSHVanguard Short-Term Treasury Index ETF$11,896,635$228,187 ▲2.0%202,70311.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$4,934,349$23,363 ▲0.5%168,7534.8%ETFDFICDimensional International Core Equity 2 ETF$3,580,386$178,700 ▲5.3%128,9303.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,809,833$1,360 ▲0.0%41,3152.7%ETFAAPLApple$2,183,9820.0%9,8322.1%Computer and TechnologyVNQVanguard Real Estate ETF$2,059,539$31,689 ▲1.6%22,7472.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,701,118$366 ▲0.0%13,9421.7%ETFVEAVanguard FTSE Developed Markets ETF$1,670,766$25,415 ▲1.5%32,8701.6%ETFMGCVanguard Mega Cap ETF$1,567,7430.0%7,7851.5%ETFVXUSVanguard Total International Stock ETF$1,371,336$23,598 ▲1.8%22,0831.3%ETFDIMENSIONAL ETF TRUST$1,323,808$75,743 ▲6.1%21,5851.3%US CORE EQUITY 1VVVanguard Large-Cap ETF$1,271,2700.0%4,9461.2%ETFDFACDimensional U.S. Core Equity 2 ETF$1,152,0440.0%34,9211.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,095,609$90,261 ▼-7.6%11,9441.1%ETFVOVanguard Mid-Cap ETF$1,047,1520.0%4,0491.0%ETFVIGVanguard Dividend Appreciation ETF$990,300$194 ▲0.0%5,1051.0%ETFDFASDimensional U.S. Small Cap ETF$958,2700.0%16,0380.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$927,311$50,500 ▲5.8%18,5830.9%ManufacturingBSVVanguard Short-Term Bond ETF$894,702$1,566 ▲0.2%11,4300.9%ETFLMTLockheed Martin$893,4200.0%2,0000.9%AerospaceISTBiShares Core 1-5 Year USD Bond ETF$882,146$8,220 ▼-0.9%18,2450.9%ManufacturingSDYSPDR S&P Dividend ETF$708,7920.0%5,2240.7%ETFVEUVanguard FTSE All-World ex-US ETF$659,853$61 ▲0.0%10,8780.6%ETFIVViShares Core S&P 500 ETF$638,8800.0%1,1370.6%ETFTRVTravelers Companies$587,6600.0%2,2220.6%FinanceSUBiShares Short-Term National Muni Bond ETF$557,282$22,916 ▲4.3%5,2770.5%ETFSCHFSchwab International Equity ETF$525,8510.0%26,5850.5%ETFDFAIDimensional International Core Equity Market ETF$507,072$500 ▲0.1%16,2370.5%ETFWFCWells Fargo & Company$466,0770.0%6,4920.5%FinanceVWOVanguard FTSE Emerging Markets ETF$458,523$769 ▲0.2%10,1310.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$340,6470.0%4,1700.3%ManufacturingSCHBSchwab US Broad Market ETF$314,8760.0%14,6250.3%ETFDFAUDimensional US Core Equity Market ETF$314,168$154 ▲0.0%8,1730.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$291,345$29,763 ▲11.4%11,1200.3%ETFMUBiShares National Muni Bond ETF$285,319$74,862 ▼-20.8%2,7060.3%ETFMMM3M$274,3120.0%1,8680.3%Multi-Sector ConglomeratesDFSUDimensional US Sustainability Core 1 ETF$259,7300.0%7,2530.3%ETFUSBU.S. Bancorp$249,4660.0%5,9090.2%FinanceCVXChevron$238,746$167 ▲0.1%1,4270.2%EnergyAVDEAvantis International Equity ETF$229,9570.0%3,4700.2%ETFBRK.BBerkshire Hathaway$220,488$220,488 ▲New Holding4140.2%FinanceTGTTarget$208,6810.0%2,0000.2%Retail/WholesaleMSFTMicrosoft$0$213 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$209 ▼-100.0%00.0%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$0$207 ▼-100.0%00.0%ManufacturingMGEEMGE Energy$0$200 ▼-100.0%00.0%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. 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