Michael A. Dubis Financial Planning, LLC
CIK 2052271
13F portfolio (2025-Q1)
$103M
Positions
45
As reported on this filer's Form 13F for 2025-Q1, filed 2025-04-15. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | VTI | VANGUARD INDEX FDS |
| 2 | SGOV | ISHARES TR |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS |
| 4 | VGSH | VANGUARD SHORT-TERM TREASURY ETF |
| 5 | SPTS | SPDR SERIES TRUST |
Top holdings — weights and history with Pro
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