Elser Financial Planning, Inc Portfolio Holdings
Elser Financial Planning, Inc
- $599 Billion
- Q2 2024
Elser Financial Planning, Inc has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $599 Billion distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $129B, Dimensional ETF Tr with a value of $62.7B, Dimensional ETF Tr U S Equity with a value of $57.1B, Dimensional ETF Tr U S Small C with a value of $48.2B, and Dimensional ETF Tr Dimensional with a value of $47B.
Examining the 13F form we can see an increase of $599B in the current position value.
Elser Financial Planning, Inc is based out at Indianapolis, IN
Below you can find more details about Elser Financial Planning, Inc portfolio as well as his latest detailed transactions.