Financial Plan, Inc.: summary

Financial Plan, Inc. reported 95 positions with a reported value of $1.05B in its 13F for Q2 2026. Compared with Q1 2026: 8 new positions, 7 exited.

Top positions

• AVANTIS U.S. EQUITY ETF
• DIMENSIONAL ETF TRUST
• AMERICAN CENTY ETF TR
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• AMERICAN CENTY ETF TR
• AMERICAN CENTY ETF TR
• VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
• AMERICAN CENTY ETF TR
• DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF