Michael A. Dubis Financial Planning, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002052271 · MIDDLETON, WI

As of Mar 31, 2025, Michael A. Dubis Financial Planning, LLC reported 45 positions worth 03.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD TOTAL STOCK MKT ETF	VTI	—	79,217	$21.8M	21.13%
ISHARES 0-3 MONTH TREASURY BOND ETF	SGOV	—	142,686	4.4M	13.94%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	VGIT	—	224,500	3.3M	12.94%
VANGUARD SHORT-TERM TREASURY INDEX FUND	VGSH	—	202,703	1.9M	11.55%
STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF	SPTS	—	168,753	$4.9M	4.79%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	DFIC	—	128,930	$3.6M	3.48%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF	SPTM	—	41,315	$2.8M	2.73%
APPLE INC	AAPL	Technology	9,832	$2.2M	2.12%
VANGUARD REAL ESTATE INDEX FUND	VNQ	—	22,747	$2.1M	2.00%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	13,942	.7M	1.65%
VANGUARD TAX-MANAGED FUNDS	VEA	—	32,870	.7M	1.62%
VANGUARD MEGA CAP INDEX FUND	MGC	—	7,785	.6M	1.52%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	VXUS	—	22,083	.4M	1.33%
DIMENSIONAL US CORE EQUITY 1 ETF	DCOR	—	21,585	.3M	1.28%
VANGUARD LARGE-CAP INDEX FUND	VV	—	4,946	.3M	1.23%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	34,921	.2M	1.12%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF	BIL	—	11,944	.1M	1.06%
VANGUARD MID-CAP INDEX FUND	VO	—	4,049	.0M	1.02%
VANGUARD DIVIDEND APPREC ETF	VIG	—	5,105	$990.3K	0.96%
DIMENSIONAL US SMALL CAP ETF	DFAS	—	16,038	$958.3K	0.93%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	18,583	$927.3K	0.90%
VANGUARD SHORT-TERM BOND INDEX FUND	BSV	—	11,430	$894.7K	0.87%
LOCKHEED MARTIN CORP	LMT	Industrials	2,000	$893.4K	0.87%
ISHARES CORE 1-5 YEAR USD BOND ETF	ISTB	—	18,245	$882.1K	0.86%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF	SDY	—	5,224	$708.8K	0.69%