Michael A. Dubis Financial Planning, LLC New Holdings in Q4 2024

Michael A. Dubis Financial Planning, LLC

  • $103 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
78.1K
New
$280.04 - $302.45 $21.9M - $23.6M
78.1K $22.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
144K
New
$100.16 - $100.7 $14.4M - $14.5M
144K $14.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
216K
New
$57.78 - $60.4 $12.5M - $13M
216K $12.5M
VGSH
Vanguard

ETFs
199K
New
$58.02 - $58.88 $11.5M - $11.7M
199K $11.6M
SPTS
Spdr Portfolio Short Term Trea

ETFs
168K
New
$28.88 - $29.33 $4.85M - $4.93M
168K $4.87M
DFIC
Dimensional ETF Tr Dimensional

ETFs
122K
New
$25.61 - $28.0 $3.14M - $3.43M
122K $3.17M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
41.3K
New
$69.3 - $74.3 $2.86M - $3.07M
41.3K $2.95M
AAPL
Apple Inc.

Technology
9.83K
New
$221.69 - $259.02 $2.18M - $2.55M
9.83K $2.46M
VNQ
Vanguard Specialized Funds Van

ETFs
22.4K
New
$87.85 - $98.6 $1.97M - $2.21M
22.4K $2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.9K
New
$124.26 - $134.12 $1.73M - $1.87M
13.9K $1.79M
VEA
Vanguard Ftse Developed Market

ETFs
32.4K
New
$47.57 - $52.44 $1.54M - $1.7M
32.4K $1.55M
VV
Vanguard Large Cap ETF

ETFs
4.95K
New
$260.27 - $280.65 $1.29M - $1.39M
4.95K $1.33M
Dimensional ETF Trust
20.4K
New
N/A
20.4K $1.31M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21.7K
New
$58.88 - $64.8 $1.28M - $1.41M
21.7K $1.28M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
34.9K
New
$33.92 - $36.6 $1.18M - $1.28M
34.9K $1.21M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.9K
New
$91.29 - $91.8 $1.18M - $1.19M
12.9K $1.18M
VO
Vanguard Mid Cap ETF

ETFs
4.05K
New
$261.5 - $284.63 $1.06M - $1.15M
4.05K $1.07M
DFAS
Dimensional ETF Tr U S Small C

ETFs
16K
New
$63.58 - $71.15 $1.02M - $1.14M
16K $1.04M
VIG
Vanguard Dividend Appreciation

ETFs
5.1K
New
N/A
5.1K $999K
LMT
Lockheed Martin Corp

Industrials
2K
New
$479.66 - $614.62 $959K - $1.23M
2K $972K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.4K
New
$77.02 - $78.58 $879K - $897K
11.4K $882K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
18.4K
New
$47.58 - $48.56 $876K - $894K
18.4K $880K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
17.6K
New
$48.33 - $49.08 $849K - $862K
17.6K $851K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.22K
New
$131.66 - $144.0 $688K - $752K
5.22K $690K
IVV
Ishares Core S&P 500 ETF

ETFs
1.14K
New
$570.51 - $610.59 $649K - $694K
1.14K $669K
VEU
Vanguard Ftse All World Ex Us

ETFs
10.9K
New
$57.29 - $63.1 $623K - $686K
10.9K $624K
TRV
Travelers Companies, Inc.

Financial Services
2.22K
New
$225.97 - $266.66 $502K - $593K
2.22K $535K
SUB
Ishares Short Term National Mu

ETFs
5.06K
New
$104.94 - $106.2 $531K - $537K
5.06K $534K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.6K
New
$18.41 - $40.87 $489K - $1.09M
26.6K $492K
DFAI
Dimensional ETF Tr

ETFs
16.2K
New
$29.0 - $31.6 $470K - $513K
16.2K $474K
WFC
Wells Fargo & Company

Financial Services
6.49K
New
$54.98 - $77.35 $357K - $502K
6.49K $456K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.1K
New
$44.04 - $49.49 $445K - $501K
10.1K $445K
MUB
Ishares National Muni Bond ETF

ETFs
3.42K
New
$105.78 - $108.7 $361K - $371K
3.42K $364K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.6K
New
$22.01 - $66.82 $322K - $977K
14.6K $332K
DFAU
Dimensional ETF Tr

ETFs
8.17K
New
$39.27 - $42.38 $321K - $346K
8.17K $331K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.17K
New
$75.65 - $83.47 $315K - $348K
4.17K $318K
USB
Us Bancorp \De\

Financial Services
5.91K
New
$43.98 - $53.66 $260K - $317K
5.91K $283K
DFSU
Dimensional ETF Tr Dimen Us Su
7.25K
New
N/A
7.25K $275K
TGT
Target Corp

Consumer Defensive
2K
New
$121.59 - $160.69 $243K - $321K
2K $270K
DFAX
Dimensional ETF Tr
9.98K
New
$24.76 - $27.04 $247K - $270K
9.98K $248K
MMM
3 M CO

Industrials
1.87K
New
$124.74 - $137.12 $233K - $256K
1.87K $241K
MSFT
Microsoft Corp

Technology
506
New
$406.35 - $454.46 $206K - $230K
506 $213K
AVDE
American Centy ETF Tr Avantis

ETFs
3.47K
New
$60.9 - $66.69 $211K - $231K
3.47K $213K
GOOG
Alphabet Inc.

Communication Services
1.1K
New
$163.08 - $198.16 $179K - $218K
1.1K $209K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.61K
New
$124.61 - $133.96 $200K - $215K
1.61K $207K
CVX
Chevron Corp

Energy
1.43K
New
$141.15 - $162.53 $201K - $232K
1.43K $206K
MGEE
Mge Energy Inc

Utilities
2.13K
New
$88.55 - $108.16 $188K - $230K
2.13K $200K
Activity Summary
Buys All Purchases 48 New Holdings 48 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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