Michael A. Dubis Financial Planning, LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
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
Q4 2024 48 103,421 VTI, SGOV, VGIT, VGSH 13F-HR 2/12/2025 000134557625000005