OFC FINANCIAL PLANNING, LLC
CIK 2052590 · Holdings on Dec 31, 2024 · First reported Jan 24, 2025
Top ten holdings
Q4 2024- AAPL21.97%
- VOO13.64%
- IVV6.02%
- ICSH5.25%
- PTLC4.37%
- SPY3.89%
- SLQD2.81%
- VXUS2.23%
- VBR1.92%
- COWZ1.88%
Share classes counted separately63.98%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $20.83M | 21.97% | 83.17K shares | Prior unavailable — | — | ▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $12.94M | 13.64% | 24.01K shares | Prior unavailable — | — | ▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $5.71M | 6.02% | 9.70K shares | Prior unavailable — | — | ▾ |
| 04 | ICSHISHARES ULTRA SHORT DURATIONULTRA SHORT-TERM View history and evidence | $4.98M | 5.25% | 98.71K shares | Prior unavailable — | — | ▾ |
| 05 | PTLCPACER TRENDPILOT US LARGE CATRENDP US LAR CP View history and evidence | $4.14M | 4.37% | 77.52K shares | Prior unavailable — | — | ▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.69M | 3.89% | 6.30K shares | Prior unavailable — | — | ▾ |
| 07 | SLQDISHARES 0-5 YR INV GRD CORP0-5YR INVT GR CP View history and evidence | $2.66M | 2.81% | 53.57K shares | Prior unavailable — | — | ▾ |
| 08 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $2.12M | 2.23% | 35.90K shares | Prior unavailable — | — | ▾ |
| 09 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $1.82M | 1.92% | 9.18K shares | Prior unavailable — | — | ▾ |
| 10 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $1.79M | 1.88% | 31.63K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2052590 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 94817555
}Research all 52 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.