OFC FINANCIAL PLANNING, LLC 13F Portfolio
OFC FINANCIAL PLANNING, LLC runs OFC FINANCIAL PLANNING, LLC and currently holds 56 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $112.58M. Their top holdings are AAPL, VOO, IVV, SPY, PTLC. The top five represent 50.4% of reported portfolio weight. OFC FINANCIAL PLANNING, LLC ranks #872 out of 1000 investors tracked by Alpha Score. In the most recent quarter, OFC FINANCIAL PLANNING, LLC initiated 4 new positions. They added to 15 existing positions. They trimmed 18 positions. Their current best-performing preview position is TXN with returns of +53.53%.
Portfolio Value
$112.58M
Alpha Score
22.9
#872 of 1000
Holdings
56
OFC FINANCIAL PLANNING, LLC Current 13F Holdings
Reported holdings from OFC FINANCIAL PLANNING, LLC's latest SEC 13F filing, ranked by portfolio weight.
56 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 21.35% | $250.80 | $336.68 | +34.24% | Added +0.98% |
 VOO VANGUARD INDEX FDS | 15.37% | $542.78 | $715.51 | +31.82% | Trimmed -0.09% |
 IVV ISHARES TR | 6.14% | $588.68 | $781.99 | +32.84% | Held |
 SPY STATE STR SPDR S&P 500 ETF T | 3.83% | $586.08 | $778.54 | +32.84% | Held |
 PTLC PACER FDS TR | 3.75% | $53.41 | $60.78 | +13.80% | Trimmed -5.16% |
 VXUS VANGUARD STAR FDS | 2.51% | $59.76 | $84.82 | +41.93% | Added +2.74% |
 ICSH ISHARES TR | 2.49% | $50.43 | $50.33 | -0.21% | Trimmed -9.63% |
 VO VANGUARD INDEX FDS | 2.11% | $67.39 | $81.15 | +20.42% | Added +326.67% |
 VB VANGUARD INDEX FDS | 1.94% | $245.50 | $289.48 | +17.91% | Added +6.84% |
 VBR VANGUARD INDEX FDS | 1.76% | $198.28 | $234.39 | +18.21% | Trimmed -7.69% |
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