OFC FINANCIAL PLANNING, LLC 13F Holdings

CIK 0002052590 · SHORT HILLS, NJ

As of Sep 30, 2025, OFC FINANCIAL PLANNING, LLC reported 54 positions worth 01.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology82,383$21.0M20.77%
VANGUARD 500 INDEX FUNDVOO—24,549 5.0M14.89%
ISHARES CORE S&P 500 ETFIVV—9,683$6.5M6.42%
PACER TRENDPILOT US LARGE CAP ETFPTLC—77,278$4.2M4.19%
SPDR S&P 500 ETF TRUSTSPY—5,783$3.9M3.81%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFICSH—69,324$3.5M3.48%
ISHARES GOLD TRUSTIAU—34,447$2.5M2.48%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—33,694$2.5M2.45%
SPDR GOLD TRUSTGQ9—5,429 .9M1.91%
VANGUARD MID-CAP INDEX FUNDVO—6,494 .9M1.89%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—8,713 .8M1.80%
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG—36,448 .8M1.78%
PACER US CASH COWS 100 ETFCOWZ—30,219 .7M1.72%
MICROSOFT CORPMSFTTechnology3,334 .7M1.71%
Ishares Tr——32,800 .7M1.65%
VANGUARD SMALL-CAP INDEX FUNDVB—6,248 .6M1.57%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—28,130 .5M1.51%
ISHARES S&P 500 GROWTH ETFIVW—10,598 .3M1.27%
ISHARES RUSSELL 1000 ETFIWB—3,439 .3M1.24%
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETFCOWG—32,797 .2M1.18%
INNOVATOR LADDERED ALLOCATION BUFFER ETFBUFB—31,808 .1M1.13%
VANGUARD TAX-MANAGED FUNDSVEA—18,337 .1M1.09%
INNOVATOR BUFFER STEP-UP STRATEGY ETFBSTP—30,043 .1M1.08%
INNOVATOR ETFS TRUSTBUFF—22,018 .1M1.07%
INNOVATOR POWER BUFFER STEP-UP STRATEGY ETFPSTP—30,248 .1M1.04%