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The Analysis of OFC FINANCIAL PLANNING, LLC's Holdings & P&L

Currently, OFC FINANCIAL PLANNING, LLC holds 55 types of securities in its portfolio with a total value $101.7M. In the most recent quarter, they have increased their positions in MSFT (+368 shares, valued at $136.2K), N/A (+489 shares, valued at $55.5K), ITOT (+334 shares, valued at $47.6K); decreased their positions in N/A (-1.2K shares, valued at $338.5K), PTLC (-1.7K shares, valued at $91.8K), N/A (-96 shares, valued at $57.4K).

1M P&L

+5.6M+6.82%

3M P&L

+66.8K+0.08%

HY P&L

+1.9M+2.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A51.7M

63.4%

2Consumer Electronics20.9M

25.6%

3Software - Infrastructure1.7M

2.1%

Top Industries by Stock Count

1N/A35 stocks

71.4%

2Software - Infrastructure2 stocks

4.1%

3Semiconductors2 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC82.2K shares0.00%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS25.2K shares-0.38%2026-03-312026-05-07

IVV ISHARES TR9.2K shares0.00%2026-03-312026-05-07

PTLC PACER FDS TR76.3K shares-2.24%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T5.8K shares-0.17%2026-03-312026-05-07

ICSH ISHARES TR61.4K shares-1.56%2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR33.7K shares-1.18%2026-03-312026-05-07

VXUS VANGUARD STAR FDS32.2K shares-1.03%2026-03-312026-05-07

Sponsored

GLD SPDR GOLD TR5.3K shares-0.47%2026-03-312026-05-07

VO VANGUARD INDEX FDS6.9K shares-0.61%2026-03-312026-05-07

COWZ PACER FDS TR31.4K shares-0.53%2026-03-312026-05-07

VBR VANGUARD INDEX FDS8.8K shares-0.64%2026-03-312026-05-07

VB VANGUARD INDEX FDS6.7K shares-0.46%2026-03-312026-05-07

SLQD ISHARES TR31.6K shares-0.27%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F29.2K shares-0.14%2026-03-312026-05-07

KNG FIRST TR EXCHANGE-TRADED FD31.9K shares-2.07%2026-03-312026-05-07

Sponsored

VEA VANGUARD TAX-MANAGED FDS23.0K shares0.25%2026-03-312026-05-07

MSFT MICROSOFT CORP3.7K shares11.04%2026-03-312026-05-07

PWR QUANTA SVCS INC2.4K shares0.00%2026-03-312026-05-07

NUE NUCOR CORP7.5K shares0.00%2026-03-312026-05-07

IWB ISHARES TR3.4K shares0.00%2026-03-312026-05-07

BUFB INNOVATOR ETFS TRUST33.5K shares-0.11%2026-03-312026-05-07

CAT CATERPILLAR INC1.7K shares0.00%2026-03-312026-05-07

IVW ISHARES TR10.6K shares0.00%2026-03-312026-05-07

Sponsored

COWG PACER FDS TR34.9K shares-0.86%2026-03-312026-05-07

BUFF INNOVATOR ETFS TRUST23.4K shares-0.02%2026-03-312026-05-07

BSTP INNOVATOR ETFS TRUST31.8K shares-0.16%2026-03-312026-05-07

PSTP INNOVATOR ETFS TRUST30.6K shares-0.03%2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC9.1K shares5.66%2026-03-312026-05-07

IWR ISHARES TR10.5K shares0.00%2026-03-312026-05-07

VTV VANGUARD INDEX FDS5.1K shares0.00%2026-03-312026-05-07

IWM ISHARES TR3.4K shares-0.87%2026-03-312026-05-07

Sponsored

ITOT ISHARES TR5.5K shares6.49%2026-03-312026-05-07

VST VISTRA CORP5.2K shares0.00%2026-03-312026-05-07

VTI VANGUARD INDEX FDS2.3K shares-0.13%2026-03-312026-05-07

NVDA NVIDIA CORPORATION4.2K shares0.00%2026-03-312026-05-07

LQD ISHARES TR6.5K shares0.00%2026-03-312026-05-07

IVOV VANGUARD ADMIRAL FDS INC6.3K shares0.00%2026-03-312026-05-07

PTBD PACER FDS TR32.5K shares0.00%2026-03-312026-05-07

EFA ISHARES TR5.5K shares0.00%2026-03-312026-05-07

Sponsored

ALPHABET INC ALPHABET INC1.8K shares0.00%2026-03-312026-05-07

MCD MCDONALDS CORP1.6K shares0.00%2026-03-312026-05-07

HD HOME DEPOT INC1.3K shares0.00%2026-03-312026-05-07

ALPHABET INC ALPHABET INC1.3K shares-47.20%2026-03-312026-05-07

TXN TEXAS INSTRS INC1.8K shares-1.61%2026-03-312026-05-07

AMZN AMAZON COM INC1.5K shares0.13%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC2.1K shares0.00%2026-03-312026-05-07

CALF PACER FDS TR6.3K shares0.00%2026-03-312026-05-07

Sponsored

TNGY TORTOISE CAPITAL SERIES TRUS22.1K shares0.00%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO763 shares-1.80%2026-03-312026-05-07

PHYS SPROTT ASSET MANAGEMENT LP6.1K shares0.00%2026-03-312026-05-07

SPDR SERIES TRUST SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS857 shares0.00%2026-03-312026-05-07

ESGV VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-05-07

TIP ISHARES TR1.8K shares0.00%2026-03-312026-05-07

AAPL

APPLE INC

0.00%

Shares82.2K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-0.38%

Shares25.2K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-07

PTLC

PACER FDS TR

-2.24%

Shares76.3K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-0.17%

Shares5.8K

Event2026-03-31

Filed2026-05-07

ICSH

ISHARES TR

-1.56%

Shares61.4K

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR

-1.18%

Shares33.7K

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

-1.03%

Shares32.2K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

-0.47%

Shares5.3K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-0.61%

Shares6.9K

Event2026-03-31

Filed2026-05-07

COWZ

PACER FDS TR

-0.53%

Shares31.4K

Event2026-03-31

Filed2026-05-07

VBR

VANGUARD INDEX FDS

-0.64%

Shares8.8K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-0.46%

Shares6.7K

Event2026-03-31

Filed2026-05-07

SLQD

ISHARES TR

-0.27%

Shares31.6K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

-0.14%

Shares29.2K

Event2026-03-31

Filed2026-05-07

KNG

FIRST TR EXCHANGE-TRADED FD

-2.07%

Shares31.9K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

0.25%

Shares23.0K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

11.04%

Shares3.7K

Event2026-03-31

Filed2026-05-07

PWR

QUANTA SVCS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-07

NUE

NUCOR CORP

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-07

BUFB

INNOVATOR ETFS TRUST

-0.11%

Shares33.5K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-07

COWG

PACER FDS TR

-0.86%

Shares34.9K

Event2026-03-31

Filed2026-05-07

BUFF

INNOVATOR ETFS TRUST

-0.02%

Shares23.4K

Event2026-03-31

Filed2026-05-07

BSTP

INNOVATOR ETFS TRUST

-0.16%

Shares31.8K

Event2026-03-31

Filed2026-05-07

PSTP

INNOVATOR ETFS TRUST

-0.03%

Shares30.6K

Event2026-03-31

Filed2026-05-07

CITIGROUP INC

5.66%

Shares9.1K

Event2026-03-31

Filed2026-05-07

IWR

ISHARES TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-07

IWM

ISHARES TR

-0.87%

Shares3.4K

Event2026-03-31

Filed2026-05-07

ITOT

ISHARES TR

6.49%

Shares5.5K

Event2026-03-31

Filed2026-05-07

VST

VISTRA CORP

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

-0.13%

Shares2.3K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-07

LQD

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-07

IVOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-07

PTBD

PACER FDS TR

0.00%

Shares32.5K

Event2026-03-31

Filed2026-05-07

EFA

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-47.20%

Shares1.3K

Event2026-03-31

Filed2026-05-07

TXN

TEXAS INSTRS INC

-1.61%

Shares1.8K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

0.13%

Shares1.5K

Event2026-03-31

Filed2026-05-07

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-07

CALF

PACER FDS TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-07

TNGY

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares22.1K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

-1.80%

Shares763

Event2026-03-31

Filed2026-05-07

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-07

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-07

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares857

Event2026-03-31

Filed2026-05-07

ESGV

VANGUARD WORLD FD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-07

TIP

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T10 shares0.00%2026-03-312026-05-07

SPY Put

STATE STR SPDR S&P 500 ETF T

0.00%

Shares10

Event2026-03-31

Filed2026-05-07