Michael A. Dubis Financial Planning, LLC current holdings: USA ETF
Michael A. Dubis Financial Planning, LLC reported $0.10 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 36 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are VTI, SGOV, VGIT.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 79,217; Value $21,771,910.
- SGOV: Country of operation —; Class 0-3 MNTH TREASRY; Shares 142,686; Value $14,364,231.
- VGIT: Country of operation —; Class INTER TERM TREAS; Shares 224,500; Value $13,335,282.
- VGSH: Country of operation —; Class SHORT TERM TREAS; Shares 202,703; Value $11,896,635.
Form 13F-HR as filed (SEC CIK 2052271): quarter ended 2025-03-31, filed 2025-04-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 79,217 | $21,771,910 | 2025-03-31 | 2025-04-15 | |
|---|
SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 142,686 | $14,364,231 | 2025-03-31 | 2025-04-15 | |
|---|
VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 224,500 | $13,335,282 | 2025-03-31 | 2025-04-15 | |
|---|
VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 202,703 | $11,896,635 | 2025-03-31 | 2025-04-15 | |
|---|
SPTS
SPDR SER TR | | PORTFOLIO SH TSR | 168,753 | $4,934,349 | 2025-03-31 | 2025-04-15 | |
|---|
DFIC
DIMENSIONAL ETF TRUST | | INTL CORE EQUITY | 128,930 | $3,580,386 | 2025-03-31 | 2025-04-15 | |
|---|
SPTM
SPDR SER TR | | PORTFOLI S&P1500 | 41,315 | $2,809,833 | 2025-03-31 | 2025-04-15 | |
|---|
VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 22,747 | $2,059,539 | 2025-03-31 | 2025-04-15 | |
|---|
ITOT
ISHARES TR | | CORE S&P TTL STK | 13,942 | $1,701,118 | 2025-03-31 | 2025-04-15 | |
|---|
VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 32,870 | $1,670,766 | 2025-03-31 | 2025-04-15 | |
|---|
MGC
VANGUARD WORLD FD | | MEGA CAP INDEX | 7,785 | $1,567,743 | 2025-03-31 | 2025-04-15 | |
|---|
VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 22,083 | $1,371,336 | 2025-03-31 | 2025-04-15 | |
|---|
DCOR
DIMENSIONAL ETF TRUST | | US CORE EQUITY 1 | 21,585 | $1,323,808 | 2025-03-31 | 2025-04-15 | |
|---|
VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 4,946 | $1,271,270 | 2025-03-31 | 2025-04-15 | |
|---|
DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 34,921 | $1,152,044 | 2025-03-31 | 2025-04-15 | |
|---|
BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 11,944 | $1,095,609 | 2025-03-31 | 2025-04-15 | |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 4,049 | $1,047,152 | 2025-03-31 | 2025-04-15 | |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 5,105 | $990,300 | 2025-03-31 | 2025-04-15 | |
|---|
DFAS
DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 16,038 | $958,270 | 2025-03-31 | 2025-04-15 | |
|---|
VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 18,583 | $927,311 | 2025-03-31 | 2025-04-15 | |
|---|
BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 11,430 | $894,702 | 2025-03-31 | 2025-04-15 | |
|---|
ISTB
ISHARES TR | | CORE 1 5 YR USD | 18,245 | $882,146 | 2025-03-31 | 2025-04-15 | |
|---|
SDY
SPDR SER TR | | S&P DIVID ETF | 5,224 | $708,792 | 2025-03-31 | 2025-04-15 | |
|---|
VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 10,878 | $659,853 | 2025-03-31 | 2025-04-15 | |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 1,137 | $638,880 | 2025-03-31 | 2025-04-15 | |
|---|
SUB
ISHARES TR | | SHRT NAT MUN ETF | 5,277 | $557,282 | 2025-03-31 | 2025-04-15 | |
|---|
SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 26,585 | $525,851 | 2025-03-31 | 2025-04-15 | |
|---|
DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 16,237 | $507,072 | 2025-03-31 | 2025-04-15 | |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 10,131 | $458,523 | 2025-03-31 | 2025-04-15 | |
|---|
ESGD
ISHARES TR | | ESG AW MSCI EAFE | 4,170 | $340,647 | 2025-03-31 | 2025-04-15 | |
|---|
SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 14,625 | $314,876 | 2025-03-31 | 2025-04-15 | |
|---|
DFAU
DIMENSIONAL ETF TRUST | | US CORE EQT MKT | 8,173 | $314,168 | 2025-03-31 | 2025-04-15 | |
|---|
DFAX
DIMENSIONAL ETF TRUST | | WORLD EX US CORE | 11,120 | $291,345 | 2025-03-31 | 2025-04-15 | |
|---|
MUB
ISHARES TR | | NATIONAL MUN ETF | 2,706 | $285,319 | 2025-03-31 | 2025-04-15 | |
|---|
DFSU
DIMENSIONAL ETF TRUST | | US SUSTAINABILTY | 7,253 | $259,730 | 2025-03-31 | 2025-04-15 | |
|---|
AVDE
AMERICAN CENTY ETF TR | | INTL EQT ETF | 3,470 | $229,957 | 2025-03-31 | 2025-04-15 | |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |