The Analysis of OFC FINANCIAL PLANNING, LLC's Holdings
Currently, OFC FINANCIAL PLANNING, LLC holds 56 types of securities in its portfolio with a total value $105.3M. In the most recent quarter, they have increased their positions in N/A (+760 shares, valued at $476.6K), VEA (+4.6K shares, valued at $288.7K), ADBE (+713 shares, valued at $249.5K); decreased their positions in ICSH (-7.0K shares, valued at $352.6K), IVV (-450 shares, valued at $308.2K), KNG (-3.9K shares, valued at $191.9K); initiated new positions in ADBE (+713 shares, valued at $249.5K), PHYS (+6.1K shares, valued at $200.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC82.2K shares-0.17%2025-12-312026-02-04
IVV ISHARES TR9.2K shares-4.65%2025-12-312026-02-04 PTLC PACER FDS TR78.1K shares1.01%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR5.8K shares-0.02%2025-12-312026-02-04 ICSH ISHARES TR62.4K shares-10.06%2025-12-312026-02-04 VXUS VANGUARD STAR FDS32.6K shares-3.34%2025-12-312026-02-04 GLD SPDR GOLD TR5.3K shares-2.49%2025-12-312026-02-04 VO VANGUARD INDEX FDS6.9K shares6.87%2025-12-312026-02-04 COWZ PACER FDS TR31.6K shares4.60%2025-12-312026-02-04 VBR VANGUARD INDEX FDS8.9K shares2.01%2025-12-312026-02-04 VB VANGUARD INDEX FDS6.8K shares8.18%2025-12-312026-02-04 MSFT MICROSOFT CORP3.3K shares0.00%2025-12-312026-02-04 SLQD ISHARES TR31.7K shares-3.43%2025-12-312026-02-04 KNG FIRST TR EXCHANGE-TRADED FD32.5K shares-10.71%2025-12-312026-02-04 VWO VANGUARD INTL EQUITY INDEX F29.3K shares4.13%2025-12-312026-02-04 VEA VANGUARD TAX-MANAGED FDS23.0K shares25.21%2025-12-312026-02-04 IVW ISHARES TR10.6K shares0.00%2025-12-312026-02-04 IWB ISHARES TR3.4K shares0.00%2025-12-312026-02-04 COWG PACER FDS TR35.2K shares7.38%2025-12-312026-02-04 BUFB INNOVATOR ETFS TRUST33.6K shares5.53%2025-12-312026-02-04 NUE NUCOR CORP7.5K shares0.00%2025-12-312026-02-04 BSTP INNOVATOR ETFS TRUST31.9K shares6.15%2025-12-312026-02-04 BUFF INNOVATOR ETFS TRUST23.4K shares6.25%2025-12-312026-02-04 PSTP INNOVATOR ETFS TRUST30.6K shares1.19%2025-12-312026-02-04 IWR ISHARES TR10.5K shares-2.77%2025-12-312026-02-04 PWR QUANTA SVCS INC2.4K shares0.00%2025-12-312026-02-04 VTV VANGUARD INDEX FDS5.1K shares-0.14%2025-12-312026-02-04 CAT CATERPILLAR INC1.7K shares0.00%2025-12-312026-02-04 IWM ISHARES TR3.4K shares-0.66%2025-12-312026-02-04 VST VISTRA CORP5.2K shares0.00%2025-12-312026-02-04 NVDA NVIDIA CORPORATION4.2K shares0.00%2025-12-312026-02-04 ALPHABET INC ALPHABET INC2.5K shares0.00%2025-12-312026-02-04 VTI VANGUARD INDEX FDS2.3K shares10.07%2025-12-312026-02-04 ITOT ISHARES TR5.1K shares6.28%2025-12-312026-02-04 LQD ISHARES TR6.5K shares-9.44%2025-12-312026-02-04 IVOV VANGUARD ADMIRAL FDS INC6.3K shares5.94%2025-12-312026-02-04 PTBD PACER FDS TR32.5K shares-0.69%2025-12-312026-02-04 ALPHABET INC ALPHABET INC1.8K shares0.00%2025-12-312026-02-04 EFA ISHARES TR5.5K shares-8.90%2025-12-312026-02-04 MCD MCDONALDS CORP1.6K shares0.00%2025-12-312026-02-04 HD HOME DEPOT INC1.3K shares0.00%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC2.1K shares0.00%2025-12-312026-02-04 AMZN AMAZON COM INC1.5K shares35.09%2025-12-312026-02-04 TXN TEXAS INSTRS INC1.8K shares0.00%2025-12-312026-02-04 CALF PACER FDS TR6.3K shares-23.96%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS857 shares0.00%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.777 shares0.00%2025-12-312026-02-04 ADBE ADOBE INC713 sharesnew addition2025-12-312026-02-04 ESGV VANGUARD WORLD FD1.8K shares-0.87%2025-12-312026-02-04 TIP ISHARES TR1.8K shares0.00%2025-12-312026-02-04 PHYS SPROTT ASSET MANAGEMENT LP6.1K sharesnew addition2025-12-312026-02-04 TNGY TORTOISE CAPITAL SERIES TRUS22.1K shares0.00%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR10 sharesnew addition2025-12-312026-02-04