Ofc Financial Planning, LLC Portfolio Holdings by Sector

Ofc Financial Planning, LLC

$94.8 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO IVV ICSH PTLC SPY SLQD VXUS VBR 34 stocks	$62.2 Million 66.36% of portfolio	34	-	34	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$20.8 Million 22.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.59 Million 1.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TXN 2 stocks	$1.21 Million 1.29% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Packaged Goods \| Consumer Defensive BUFF 1 stocks	$1.01 Million 1.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$878,342 0.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$858,714 0.92% of portfolio	2	-	2	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$760,100 0.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$710,031 0.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$614,878 0.66% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$608,021 0.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C 1 stocks	$572,693 0.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$550,282 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$536,028 0.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$478,319 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$346,636 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts

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