Ofc Financial Planning, LLC Reduced Holdings in Q1 2025

Ofc Financial Planning, LLC

  • $88.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-374
- 0.45%
$209.68 - $247.1 $78.4K - $92.4K
82.8K $18.4B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-19.4K
- 36.15%
$49.6 - $50.28 $960K - $974K
34.2K $1.72B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-370
- 1.54%
$507.05 - $563.67 $188K - $209K
23.6K $12.1B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-11.6K
- 11.8%
$50.44 - $50.7 $587K - $590K
87.1K $4.41B
MSFT
Microsoft Corp

Technology
-463
- 12.31%
$375.39 - $447.2 $174K - $207K
3.3K $1.24B
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.01%
$554.06 - $615.85 $554 - $616
9.7K $5.45B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-952
- 1.23%
$50.25 - $55.9 $47.8K - $53.2K
76.6K $3.94B
SPY
Spdr S&P 500 ETF Trust

ETFs
-45
- 0.71%
$551.42 - $612.93 $24.8K - $27.6K
6.26K $3.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
-240
- 1.9%
$92.45 - $106.69 $22.2K - $25.6K
12.4K $1.15B
VB
Vanguard Small Cap ETF

ETFs
-64
- 1.02%
$217.89 - $252.64 $13.9K - $16.2K
6.23K $1.38B
GOOGL
Alphabet Inc.

Communication Services
-105
- 5.77%
$154.33 - $206.19 $16.2K - $21.6K
1.72K $265M
VO
Vanguard Mid Cap ETF

ETFs
-137
- 2.05%
$251.87 - $277.95 $34.5K - $38.1K
6.54K $1.69B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-44
- 1.25%
$302.31 - $337.54 $13.3K - $14.9K
3.46K $1.06B
VTV
Vanguard Value ETF

ETFs
-486
- 8.29%
$167.73 - $179.21 $81.5K - $87.1K
5.38K $929M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-172
- 3.62%
$120.29 - $134.6 $20.7K - $23.2K
4.57K $558M
IWR
Ishares Russell Mid Cap ETF

ETFs
-65
- 0.55%
$82.81 - $92.93 $5.38K - $6.04K
11.7K $995M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-436
- 1.93%
$43.63 - $46.01 $19K - $20.1K
22.1K $975M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-147
- 2.37%
$89.89 - $100.28 $13.2K - $14.7K
6.07K $558M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-170
- 6.11%
$94.86 - $97.12 $16.1K - $16.5K
2.61K $249M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-213
- 0.61%
$19.96 - $20.4 $4.25K - $4.35K
34.8K $699M
TIP
Ishares Tr Tips Bd ETF

ETFs
-60
- 3.16%
$106.22 - $111.09 $6.37K - $6.67K
1.84K $204M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-85
- 1.15%
$105.1 - $109.61 $8.93K - $9.32K
7.34K $798M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-834
- 2.32%
$58.01 - $64.46 $48.4K - $53.8K
35.1K $2.18B
GLD
Spdr Gold Trust

ETFs
-17
- 0.31%
$243.19 - $288.14 $4.13K - $4.9K
5.43K $1.57B
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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