Ofc Financial Planning, LLC Top Holdings and 13F Report (2025) About Ofc Financial Planning, LLCInvestment ActivityOfc Financial Planning, LLC has $94.82 million in total holdings as of December 31, 2024.Ofc Financial Planning, LLC owns shares of 52 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $20,828,113Vanguard S&P 500 ETF $12,937,389iShares Core S&P 500 ETF $5,712,551iShares Ultra Short-Term Bond Active ETF $4,977,945Pacer Trendpilot US Large Cap ETF $4,142,402 Sector AllocationMap of 500 Largest Holdings ofOfc Financial Planning, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$20,828,11383,17322.0%Computer and TechnologyVOOVanguard S&P 500 ETF$12,937,38924,01113.6%ETFIVViShares Core S&P 500 ETF$5,712,5519,7046.0%ETFICSHiShares Ultra Short-Term Bond Active ETF$4,977,94598,7105.3%ETFPTLCPacer Trendpilot US Large Cap ETF$4,142,40277,5154.4%ETFSPYSPDR S&P 500 ETF Trust$3,692,4726,3003.9%FinanceSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,664,62253,5712.8%ManufacturingVXUSVanguard Total International Stock ETF$2,115,37635,8962.2%ETFVBRVanguard Small-Cap Value ETF$1,818,6989,1771.9%ETFCOWZPacer US Cash Cows 100 ETF$1,786,34931,6281.9%ETFVOVanguard Mid-Cap ETF$1,762,9006,6741.9%ETFIAUiShares Gold Trust$1,675,36933,8391.8%FinanceMSFTMicrosoft$1,585,2623,7611.7%Computer and TechnologyVBVanguard Small-Cap ETF$1,512,0906,2931.6%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,432,44728,5291.5%ETFGLDSPDR Gold Shares$1,319,6095,4501.4%FinanceIVWiShares S&P 500 Growth ETF$1,279,68412,6041.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,238,91528,1321.3%ETFIWBiShares Russell 1000 ETF$1,130,1373,5081.2%ETFIWRiShares Russell Mid-Cap ETF$1,039,23011,7561.1%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,024,70331,9821.1%ETFBUFBInnovator Laddered Allocation Buffer ETF$1,021,34831,6201.1%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$1,012,27122,5401.1%ETFBSTPInnovator Buffer Step-Up Strategy ETF$993,84229,9261.0%ETFVTVVanguard Value ETF$992,4905,8621.0%ETFPSTPInnovator Power Buffer Step-Up Strategy ETF$961,22330,0101.0%ETFNUENucor$878,3427,5260.9%Basic MaterialsNVDANVIDIA$870,6026,4830.9%Computer and TechnologyIWMiShares Russell 2000 ETF$848,2653,8390.9%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$793,0877,4230.8%FinancePWRQuanta Services$760,1002,4050.8%ConstructionVEAVanguard FTSE Developed Markets ETF$734,46715,3590.8%ETFVSTVistra$710,0315,1500.7%UtilitiesPTBDPacer Trendpilot US Bond ETF$700,86035,0430.7%ETFCATCaterpillar$614,8781,6950.6%Industrial ProductsITOTiShares Core S&P Total U.S. Stock Market ETF$610,4454,7460.6%ETFVTIVanguard Total Stock Market ETF$608,0212,0980.6%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$593,7866,2140.6%ETFCCitigroup$572,6938,1360.6%FinanceBRK.BBerkshire Hathaway$550,2821,2140.6%FinanceHDHome Depot$536,0281,3780.6%Retail/WholesaleGOOGAlphabet$514,1882,7000.5%Computer and TechnologyMCDMcDonald's$478,3191,6500.5%Retail/WholesaleEFAiShares MSCI EAFE ETF$470,5216,2230.5%FinanceCALFPacer US Small Cap Cash Cows 100 ETF$365,1518,2970.4%ETFAMZNAmazon.com$346,6361,5800.4%Retail/WholesaleGOOGLAlphabet$344,5261,8200.4%Computer and TechnologyTXNTexas Instruments$338,4561,8050.4%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$265,6932,7830.3%FinanceESGVVanguard ESG US Stock ETF$249,4282,3780.3%ETFVYMVanguard High Dividend Yield ETF$202,8681,5900.2%ETFTIPiShares TIPS Bond ETF$202,4451,9000.2%ETFShowing 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.
