Ofc Financial Planning, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $94.8 Billion distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.8B, Vanguard Index Fds S&P 500 ETF with a value of $12.9B, Ishares Core S&P 500 ETF with a value of $5.71B, Blackrock Ultra Short Term Bon with a value of $4.98B, and Pacer Fds Tr Trendpilot Us Lar with a value of $4.14B.
Examining the 13F form we can see an increase of $94.8B in the current position value.
Ofc Financial Planning, LLC is based out at Short Hills, NJ
Below you can find more details about Ofc Financial Planning, LLC portfolio as well as his latest detailed transactions.
