ELSER FINANCIAL PLANNING, INC 13F Portfolio
ELSER FINANCIAL PLANNING, INC runs ELSER FINANCIAL PLANNING, INC and currently holds 124 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $2.31B. Their top holdings are MBIN, DFCF, DFAU, DFIC, DFUS. The top five represent 77.5% of reported portfolio weight. ELSER FINANCIAL PLANNING, INC ranks #76 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ELSER FINANCIAL PLANNING, INC initiated 2 new positions. They added to 42 existing positions. They trimmed 44 positions. Their current best-performing preview position is MU with returns of +229.29%.
Portfolio Value
$2.31B
Alpha Score
156.3
#76 of 1000
Holdings
124
ELSER FINANCIAL PLANNING, INC Current 13F Holdings
Reported holdings from ELSER FINANCIAL PLANNING, INC's latest SEC 13F filing, ranked by portfolio weight.
124 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MBIN MERCHANTS BANCORP IND | 58.12% | $42.91 | $48.92 | +14.01% | Trimmed -0.65% |
 DFCF DIMENSIONAL ETF TRUST | 8.08% | $42.21 | $40.28 | -4.57% | Added +5.17% |
 DFAU DIMENSIONAL ETF TRUST | 4.46% | $45.15 | $53.42 | +18.32% | Added +0.42% |
 DFIC DIMENSIONAL ETF TRUST | 3.57% | $35.56 | $37.51 | +5.48% | Added +1.69% |
 DFUS DIMENSIONAL ETF TRUST | 3.27% | $70.57 | $84.78 | +20.13% | Trimmed -1.09% |
 DFUV DIMENSIONAL ETF TRUST | 2.11% | $48.40 | $55.80 | +15.29% | Trimmed -1.04% |
 DFAS DIMENSIONAL ETF TRUST | 1.93% | $70.91 | $78.35 | +10.49% | Trimmed -2.94% |
 DFEM DIMENSIONAL ETF TRUST | 1.83% | $34.55 | $40.01 | +15.80% | Trimmed -0.52% |
 DFGX DIMENSIONAL ETF TRUST | 1.81% | $52.71 | $51.46 | -2.37% | Added +10.05% |
 DFSD DIMENSIONAL ETF TRUST | 1.65% | $47.88 | $46.66 | -2.55% | Added +3.28% |
Showing 1-10 of 124