The Analysis of OFC FINANCIAL PLANNING, LLC's Holdings
Currently, OFC FINANCIAL PLANNING, LLC holds 54 types of securities in its portfolio with a total value $101.0M. In the most recent quarter, they have increased their positions in KNG (+2.4K shares, valued at $120.0K), VOO (+154 shares, valued at $94.3K), VEA (+737 shares, valued at $44.2K); decreased their positions in ICSH (-11.9K shares, valued at $606.5K), NVDA (-2.8K shares, valued at $522.2K), SPY (-453 shares, valued at $301.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC82.4K shares-0.44%2025-09-302025-11-14
VOO VANGUARD INDEX FDS24.5K shares0.63%2025-09-302025-11-14 IVV ISHARES TR9.7K shares-0.21%2025-09-302025-11-14 PTLC PACER FDS TR77.3K shares-0.94%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR5.8K shares-7.26%2025-09-302025-11-14 ICSH ISHARES TR69.3K shares-14.70%2025-09-302025-11-14 IAU ISHARES GOLD TR34.4K shares-2.60%2025-09-302025-11-14 VXUS VANGUARD STAR FDS33.7K shares-5.08%2025-09-302025-11-14 GLD SPDR GOLD TR5.4K shares0.00%2025-09-302025-11-14 VO VANGUARD INDEX FDS6.5K shares-2.35%2025-09-302025-11-14 VBR VANGUARD INDEX FDS8.7K shares-6.00%2025-09-302025-11-14 KNG FIRST TR EXCHANGE-TRADED FD36.4K shares7.15%2025-09-302025-11-14 COWZ PACER FDS TR30.2K shares-6.75%2025-09-302025-11-14 MSFT MICROSOFT CORP3.3K shares0.00%2025-09-302025-11-14 SLQD ISHARES TR32.8K shares-0.77%2025-09-302025-11-14 VB VANGUARD INDEX FDS6.2K shares-1.39%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F28.1K shares-2.85%2025-09-302025-11-14 IVW ISHARES TR10.6K shares0.00%2025-09-302025-11-14 IWB ISHARES TR3.4K shares-0.72%2025-09-302025-11-14 COWG PACER FDS TR32.8K shares-1.99%2025-09-302025-11-14 BUFB INNOVATOR ETFS TRUST31.8K shares-1.71%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS18.3K shares4.19%2025-09-302025-11-14 BSTP INNOVATOR ETFS TRUST30.0K shares-1.60%2025-09-302025-11-14 BUFF INNOVATOR ETFS TRUST22.0K shares-1.69%2025-09-302025-11-14 PSTP INNOVATOR ETFS TRUST30.2K shares-1.87%2025-09-302025-11-14 IWR ISHARES TR10.8K shares-7.20%2025-09-302025-11-14 NUE NUCOR CORP7.5K shares0.00%2025-09-302025-11-14 VST VISTRA CORP5.2K shares0.00%2025-09-302025-11-14 PWR QUANTA SVCS INC2.4K shares0.00%2025-09-302025-11-14 VTV VANGUARD INDEX FDS5.2K shares-4.40%2025-09-302025-11-14 IWM ISHARES TR3.5K shares-7.70%2025-09-302025-11-14 C CITIGROUP INC8.1K shares0.00%2025-09-302025-11-14 CAT CATERPILLAR INC1.7K shares0.00%2025-09-302025-11-14 LQD ISHARES TR7.2K shares-2.02%2025-09-302025-11-14 NVDA NVIDIA CORPORATION4.2K shares-39.95%2025-09-302025-11-14 ITOT ISHARES TR4.8K shares3.37%2025-09-302025-11-14 VTI VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-14 PTBD PACER FDS TR32.7K shares-3.04%2025-09-302025-11-14 GOOG ALPHABET INC2.5K shares-7.41%2025-09-302025-11-14 IVOV VANGUARD ADMIRAL FDS INC6.0K shares-1.29%2025-09-302025-11-14 EFA ISHARES TR6.1K shares-1.42%2025-09-302025-11-14 HD HOME DEPOT INC1.3K shares-5.44%2025-09-302025-11-14 MCD MCDONALDS CORP1.6K shares-1.82%2025-09-302025-11-14 GOOGL ALPHABET INC1.8K shares0.00%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC2.1K shares0.00%2025-09-302025-11-14 CALF PACER FDS TR8.3K shares-2.12%2025-09-302025-11-14 TXN TEXAS INSTRS INC1.8K shares0.00%2025-09-302025-11-14 AMZN AMAZON COM INC1.1K shares-33.72%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.777 shares-1.40%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS857 shares0.00%2025-09-302025-11-14 JNK SPDR SERIES TRUST2.4K shares-2.30%2025-09-302025-11-14 ESGV VANGUARD WORLD FD1.8K shares0.00%2025-09-302025-11-14 TIP ISHARES TR1.8K shares0.00%2025-09-302025-11-14 TNGY TORTOISE CAPITAL SERIES TRUS22.1K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available