Ofc Financial Planning, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Ofc Financial Planning, LLC reported 52 stock positions worth $94.8 million. Its top holding was Apple (AAPL) at 22.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 13.6%) and iShares Core S&P 500 ETF (IVV, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- SHORT HILLS, NJ
- CIK
- 0002052590
- Portfolio Value
- $94.8M (Q4 2024)
- SEC Filing
- 0002052590-25-000001 ↗ filed Jan 24, 2025
Holdings Value
Holdings 52 stocks · $94.8M
| AAPL Apple Inc. | 21.97% | 83,173 | $20.8M | — |
| VOO Vanguard S&P 500 ETF | 13.64% | 24,011 | $12.9M | — |
| IVV iShares Core S&P 500 ETF | 6.02% | 9,704 | $5.7M | — |
| ICSH iShares Ultra Short Duration | 5.25% | 98,710 | $5.0M | — |
| PTLC Pacer Trendpilot US Large Ca | 4.37% | 77,515 | $4.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.89% | 6,300 | $3.7M | — |
| SLQD iShares 0-5 YR Inv GRD Corp. | 2.81% | 53,571 | $2.7M | — |
| VXUS Vanguard Total Intl Stock | 2.23% | 35,896 | $2.1M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.92% | 9,177 | $1.8M | — |
| COWZ Pacer US Cash Cows 100 ETF | 1.88% | 31,628 | $1.8M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.86% | 6,674 | $1.8M | — |
| IAU iShares Gold Trust | 1.77% | 33,839 | $1.7M | — |
| MSFT Microsoft Corp. | 1.67% | 3,761 | $1.6M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.59% | 6,293 | $1.5M | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.51% | 28,529 | $1.4M | — |
| GLD SPDR Gold Shares | 1.39% | 5,450 | $1.3M | — |
| IVW iShares S&P 500 Growth ETF | 1.35% | 12,604 | $1.3M | — |
| VWO Vanguard Ftse Emerging Marke | 1.31% | 28,132 | $1.2M | — |
| IWB iShares Russell 1000 ETF | 1.19% | 3,508 | $1.1M | — |
| IWR iShares Russell Mid-Cap ETF | 1.10% | 11,756 | $1.0M | — |
| COWG Pacer US LRG Cap Cows GR LD | 1.08% | 31,982 | $1.0M | — |
| BUFB Innovator Ladd Allo Buff ETF | 1.08% | 31,620 | $1.0M | — |
| BUFF Innovator Laddered Allocatio | 1.07% | 22,540 | $1.0M | — |
| BSTP Innovator Buff Su Strat ETF | 1.05% | 29,926 | $994K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.05% | 5,862 | $992K | — |
| PSTP Innovator PWR Buff Su St ETF | 1.01% | 30,010 | $961K | — |
| NUE Nucor Corp. | 0.93% | 7,526 | $878K | — |
| NVDA Nvidia Corp. | 0.92% | 6,483 | $871K | — |
| IWM iShares Russell 2000 ETF | 0.89% | 3,839 | $848K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.84% | 7,423 | $793K | — |
| PWR Quanta Services Inc. | 0.80% | 2,405 | $760K | — |
| VEA Vanguard Ftse Developed ETF | 0.77% | 15,359 | $734K | — |
| VST Vistra Corp. | 0.75% | 5,150 | $710K | — |
| PTBD Pacer Trendpilot US Bond ETF | 0.74% | 35,043 | $701K | — |
| CAT Caterpillar Inc. | 0.65% | 1,695 | $615K | — |
| ITOT iShares Core S&P Total U.S. | 0.64% | 4,746 | $610K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 2,098 | $608K | — |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.63% | 6,214 | $594K | — |
| C Citigroup Inc. | 0.60% | 8,136 | $573K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 1,214 | $550K | — |
| HD Home Depot Inc. | 0.57% | 1,378 | $536K | — |
| GOOG Alphabet Inc. Class C | 0.54% | 2,700 | $514K | — |
| MCD McDonald's Corp. | 0.50% | 1,650 | $478K | — |
| EFA iShares MSCI Eafe ETF | 0.50% | 6,223 | $471K | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.39% | 8,297 | $365K | — |
| AMZN Amazon.com Inc. | 0.37% | 1,580 | $347K | — |
| GOOGL Alphabet Inc. Class A | 0.36% | 1,820 | $345K | — |
| TXN Texas Instruments Inc. | 0.36% | 1,805 | $338K | — |
| JNK SS SPDR BB High Yield Bond | 0.28% | 2,783 | $266K | — |
| ESGV Vanguard ESG US Stock ETF | 0.26% | 2,378 | $249K | — |
| VYM Vanguard High DVD Yield ETF | 0.21% | 1,590 | $203K | — |
| TIP iShares Tips Bond ETF | 0.21% | 1,900 | $202K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $112.6M | AAPL, VOO, IVV, SPY, PTLC |
| Q1 2026 | 55 | $101.7M | AAPL, VOO, IVV, PTLC, SPY |
| Q4 2025 | 56 | $105.3M | AAPL, VOO, IVV, PTLC, SPY |
| Q3 2025 | 54 | $101.0M | AAPL, VOO, IVV, PTLC, SPY |
| Q2 2025 | 56 | $94.2M | AAPL, VOO, IVV, ICSH, PTLC |
| Q1 2025 | 53 | $88.4M | AAPL, VOO, IVV, ICSH, PTLC |
| Q4 2024 | 52 | $94.8M | AAPL, VOO, IVV, ICSH, PTLC |