Instuitional Investor - Financial Plan, Inc.
Fund Profile
Filing Period:
| Fund Name: | Financial Plan, Inc. |
| Portfolio Value | $105,400,597 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr - US EQT ETF | 1,428,195 | $182,923,195 | 17.36% | |
| 2. | DFAC | 3,704,312 | $164,323,279 | 15.59% | |
| 3. | American Centy Etf Tr - INTL EQT ETF | 1,209,058 | $107,848,006 | 10.23% | |
| 4. | DFAC | 1,614,612 | $60,160,440 | 5.71% | |
| 5. | DFAC | 1,038,034 | $49,566,111 | 4.7% |
Hedge Fund Resource Center 
