Financial Plan, Inc.
Annual return
—
SPY
—
Alpha
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Invested
$1.9B
Holdings
91
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$AVUS
AMERICAN CENTY ETF TR
Q4 2025: New position (1.34M shares)
16.6%
02
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: New position (3.34M shares)
14.7%
03
$AVDE
AMERICAN CENTY ETF TR
Q4 2025: New position (1.14M shares)
10.8%
04
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: New position (1.41M shares)
5.8%
05
$DFSD
DIMENSIONAL ETF TRUST
Q4 2025: New position (780.2k shares)
4.7%
06
$DUSB
DIMENSIONAL ETF TRUST
Q4 2025: New position (895.5k shares)
4.4%
07
$AVEM
AMERICAN CENTY ETF TR
Q4 2025: New position (473.1k shares)
4.4%
08
$AVSF
AMERICAN CENTY ETF TR
Q4 2025: New position (740.5k shares)
4.3%
09
$VTIP
VANGUARD MALVERN FDS
Q4 2025: New position (592.4k shares)
3.6%
10
$AVRE
AMERICAN CENTY ETF TR
Q4 2025: New position (600.9k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:01 UTC.