Ofc Financial Planning, LLC Top Holdings and 13F Report (2025) About Ofc Financial Planning, LLCInvestment ActivityOfc Financial Planning, LLC has $88.38 million in total holdings as of March 31, 2025.Ofc Financial Planning, LLC owns shares of 53 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.27% of the portfolio was purchased this quarter.About 3.67% of the portfolio was sold this quarter.This quarter, Ofc Financial Planning, LLC has purchased 52 new stocks and bought additional shares in 14 stocks.Ofc Financial Planning, LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $18,392,080Vanguard S&P 500 ETF $12,149,368iShares Core S&P 500 ETF $5,452,116iShares Ultra Short-Term Bond Active ETF $4,414,145Pacer Trendpilot US Large Cap ETF $3,939,166 Largest New Holdings this Quarter 459200101 - International Business Machines $213,102 Holding855244109 - Starbucks $210,296 Holding92206C771 - Vanguard Mortgage-Backed Securities ETF $201,587 Holding Largest Purchases this Quarter International Business Machines 857 shares (about $213.10K)Starbucks 2,144 shares (about $210.30K)Vanguard Mortgage-Backed Securities ETF 4,353 shares (about $201.59K)FT Vest S&P 500 Dividend Aristocrats Target Income ETF 3,705 shares (about $187.17K)iShares Gold Trust 1,578 shares (about $93.04K) Largest Sales this Quarter iShares 0-5 Year Investment Grade Corporate Bond ETF 19,364 shares (about $973.62K)iShares Ultra Short-Term Bond Active ETF 11,646 shares (about $590.45K)Vanguard S&P 500 ETF 370 shares (about $190.15K)Microsoft 463 shares (about $173.81K)Vanguard Value ETF 486 shares (about $83.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOfc Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$18,392,080$83,076 ▼-0.4%82,79920.8%Computer and TechnologyVOOVanguard S&P 500 ETF$12,149,368$190,147 ▼-1.5%23,64113.7%ETFIVViShares Core S&P 500 ETF$5,452,116$562 ▼0.0%9,7036.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$4,414,145$590,452 ▼-11.8%87,0645.0%ETFPTLCPacer Trendpilot US Large Cap ETF$3,939,166$48,980 ▼-1.2%76,5634.5%ETFSPYSPDR S&P 500 ETF Trust$3,499,145$25,174 ▼-0.7%6,2554.0%FinanceVXUSVanguard Total International Stock ETF$2,177,376$51,792 ▼-2.3%35,0622.5%ETFIAUiShares Gold Trust$2,088,186$93,039 ▲4.7%35,4172.4%FinanceCOWZPacer US Cash Cows 100 ETF$1,759,384$27,435 ▲1.6%32,1292.0%ETFVBRVanguard Small-Cap Value ETF$1,734,174$24,590 ▲1.4%9,3092.0%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,719,928$973,622 ▼-36.1%34,2071.9%ManufacturingVOVanguard Mid-Cap ETF$1,690,694$35,433 ▼-2.1%6,5371.9%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$1,628,440$187,174 ▲13.0%32,2341.8%ETFGLDSPDR Gold Shares$1,565,465$4,898 ▼-0.3%5,4331.8%FinanceVBVanguard Small-Cap ETF$1,381,289$14,192 ▼-1.0%6,2291.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,291,249$18,013 ▲1.4%28,5301.5%ETFMSFTMicrosoft$1,238,036$173,806 ▼-12.3%3,2981.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,147,750$22,279 ▼-1.9%12,3641.3%ETFIWBiShares Russell 1000 ETF$1,062,547$13,497 ▼-1.3%3,4641.2%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,028,509$43,783 ▲4.4%33,4041.2%ETFBUFBInnovator Laddered Allocation Buffer ETF$1,004,215$10,714 ▲1.1%31,9611.1%ETFIWRiShares Russell Mid-Cap ETF$994,553$5,530 ▼-0.6%11,6911.1%ETFBSTPInnovator Buffer Step-Up Strategy ETF$981,432$13,392 ▲1.4%30,3401.1%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$974,565$19,223 ▼-1.9%22,1041.1%ETFPSTPInnovator Power Buffer Step-Up Strategy ETF$953,214$10,741 ▲1.1%30,3521.1%ETFVTVVanguard Value ETF$928,705$83,957 ▼-8.3%5,3761.1%ETFNUENucor$905,6610.0%7,5261.0%Basic MaterialsLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$797,581$9,239 ▼-1.1%7,3380.9%FinanceVEAVanguard FTSE Developed Markets ETF$797,269$16,571 ▲2.1%15,6850.9%ETFIWMiShares Russell 2000 ETF$749,085$16,757 ▼-2.2%3,7550.8%FinanceNVDANVIDIA$722,461$19,834 ▲2.8%6,6660.8%Computer and TechnologyPTBDPacer Trendpilot US Bond ETF$698,690$4,273 ▼-0.6%34,8300.8%ETFPWRQuanta Services$611,3030.0%2,4050.7%ConstructionVSTVistra$604,8160.0%5,1500.7%UtilitiesVTIVanguard Total Stock Market ETF$578,538$1,924 ▲0.3%2,1050.7%ETFCCitigroup$577,5750.0%8,1360.7%FinanceCATCaterpillar$559,0110.0%1,6950.6%IndustrialsIVOVVanguard S&P Mid-Cap 400 Value ETF$558,424$13,530 ▼-2.4%6,0670.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$558,087$20,986 ▼-3.6%4,5740.6%ETFMCDMcDonald's$515,4110.0%1,6500.6%Retail/WholesaleEFAiShares MSCI EAFE ETF$508,6060.0%6,2230.6%FinanceHDHome Depot$505,0230.0%1,3780.6%Retail/WholesaleGOOGAlphabet$421,8210.0%2,7000.5%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$331,725$20,588 ▲6.6%8,8460.4%ETFTXNTexas Instruments$324,3590.0%1,8050.4%Computer and TechnologyAMZNAmazon.com$300,6110.0%1,5800.3%Retail/WholesaleGOOGLAlphabet$265,208$16,237 ▼-5.8%1,7150.3%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$249,019$16,201 ▼-6.1%2,6130.3%FinanceVYMVanguard High Dividend Yield ETF$213,816$8,769 ▲4.3%1,6580.2%ETFIBMInternational Business Machines$213,102$213,102 ▲New Holding8570.2%Computer and TechnologySBUXStarbucks$210,296$210,296 ▲New Holding2,1440.2%Retail/WholesaleTIPiShares TIPS Bond ETF$204,406$6,665 ▼-3.2%1,8400.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$201,587$201,587 ▲New Holding4,3530.2%ETFBRK.BBerkshire Hathaway$0$550,282 ▼-100.0%00.0%FinanceESGVVanguard ESG US Stock ETF$0$249,428 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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