SEC Form 13F

Michael A. Dubis Financial Planning, LLC 13F Holdings

Report period2025-03-31
Publicly available2025-04-16
Reported value$103,020,867
Positions45

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$21,771,91079,217
ISHARES TRSGOV0-3 MNTH TREASRY$14,364,231142,686
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$13,335,282224,500
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$11,896,635202,703
SPDR SER TRSPTSPORTFOLIO SH TSR$4,934,349168,753
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$3,580,386128,930
SPDR SER TRSPTMPORTFOLI S&P1500$2,809,83341,315
APPLE INCAAPLCOM$2,183,9829,832
VANGUARD INDEX FDSVNQREAL ESTATE ETF$2,059,53922,747
ISHARES TRITOTCORE S&P TTL STK$1,701,11813,942

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page