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.

Portfolio value $599 Billion
ETFs: $471 Billion
Financial Services: $39.8 Billion
Healthcare: $22.9 Billion
Technology: $10.6 Billion
Consumer Cyclical: $2.21 Billion
Communication Services: $2.07 Billion
Industrials: $2.04 Billion
Consumer Defensive: $1.94 Billion
Other: $1.66 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $599 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 98 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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