Financial Plan, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Bellingham, WA
CIK
0002107584
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
94
932,938
AVUS, DFAC, AVDE, DFIC
13F-HR
4/27/2026
000210758426000002
Q4 2025
94
871,072
AVUS, DFAC, AVDE, DFIC
13F-HR
1/27/2026
000210758426000001