Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Michael A. Dubis Financial Planning, LLC (CIK 2052271) reported $103.0M across 45 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: VTI ($21.8M, 21.13%), SGOV ($14.4M, 13.94%), VGIT ($13.3M, 12.94%), VGSH ($11.9M, 11.55%), SPTS ($4.9M, 4.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $21.8M | 21.13% | 79,217 | Added |
| 2 | SGOV | ISHARES TR | $14.4M | 13.94% | 142,686 | Trimmed |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $13.3M | 12.94% | 224,500 | Added |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $11.9M | 11.55% | 202,703 | Added |
| 5 | SPTS | SPDR SER TR | $4.9M | 4.79% | 168,753 | Added |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $3.6M | 3.48% | 128,930 | Added |
| 7 | SPTM | SPDR SER TR | $2.8M | 2.73% | 41,315 | Added |
| 8 | AAPL | APPLE INC | $2.2M | 2.12% | 9,832 | Hold |
| 9 | VNQ | VANGUARD INDEX FDS | $2.1M | 2.00% | 22,747 | Added |
| 10 | ITOT | ISHARES TR | $1.7M | 1.65% | 13,942 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $1.7M | 1.62% | 32,870 | Added |
| 12 | MGC | VANGUARD WORLD FD | $1.6M | 1.52% | 7,785 | Hold |
| 13 | VXUS | VANGUARD STAR FDS | $1.4M | 1.33% | 22,083 | Added |
| 14 | DCOR | DIMENSIONAL ETF TRUST | $1.3M | 1.28% | 21,585 | Added |
| 15 | VV | VANGUARD INDEX FDS | $1.3M | 1.23% | 4,946 | Hold |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $1.2M | 1.12% | 34,921 | Hold |
| 17 | BIL | SPDR SER TR | $1.1M | 1.06% | 11,944 | Trimmed |
| 18 | VO | VANGUARD INDEX FDS | $1.0M | 1.02% | 4,049 | Hold |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $990,300 | 0.96% | 5,105 | Added |
| 20 | DFAS | DIMENSIONAL ETF TRUST | $958,270 | 0.93% | 16,038 | Hold |
| 21 | VTIP | VANGUARD MALVERN FDS | $927,311 | 0.90% | 18,583 | Added |
| 22 | LMT | LOCKHEED MARTIN CORP | $893,420 | 0.87% | 2,000 | Hold |
| 23 | BSV | VANGUARD BD INDEX FDS | $894,702 | 0.87% | 11,430 | Added |
| 24 | ISTB | ISHARES TR | $882,146 | 0.86% | 18,245 | Trimmed |
| 25 | SDY | SPDR SER TR | $708,792 | 0.69% | 5,224 | Hold |
Source: SEC Form 13F filings · as of 2025-03-31