Michael A. Dubis Financial Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Middleton, WI
CIK
0002052271
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
45
103,020
VTI, SGOV, VGIT, VGSH
13F-HR
4/14/2025
000206336425000027
Q4 2024
48
103,421
VTI, SGOV, VGIT, VGSH
13F-HR
2/12/2025
000134557625000005