Plan Group Financial, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Oklahoma City, OK
CIK
0001940033
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 71 113,957 VOO, COWZ, ACWI, DFAI 13F-HR 1/29/2024 000194003324000001
Q3 2023 71 138,854 ACWI, DFAI, DFAE, VOO 13F-HR 11/13/2023 000194003323000002
Q2 2023 66 119,740 DFAI, DFAE, DIMENSIONAL ETF TRUST CORE FIXED INCOM, RPV 13F-HR 8/10/2023 000194003323000001
Q2 2022 59 58,138 BLACKSTONE REAL ESTATE INCOME TRUST CLASS D, SPTL, VTV, VTI RESTATEMENT 8/12/2022 000194003322000005
Additional filings from Plan Group Financial, LLC that have since been restated