Elser Financial Planning, Inc

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Indianapolis, IN
CIK
0002028202
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 66 72,248 LLY, AAPL, VOO, BRO 13F-HR 4/21/2025 000175496025000232
Q4 2024 110 1,671,157 MBIN, DFCF, DFAU, DFUS 13F-HR 1/28/2025 000175496025000077
Q3 2024 62 68,924 LLY, AAPL, BRO, SCHA 13F-HR 10/17/2024 000175496024000503
Q2 2024 98 598,621 DFCF, DFAU, DFUS, DFAS 13F-HR 7/22/2024 000175496024000322