Institutional Fund
Ofc Financial Planning, LLC
Short Hills, NJCIK 20525905 filings on record
Portfolio Value
$101.75M
Q1 2026
Holdings
55
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-3.4%
from $105.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc20.5%
- Vanguard Index Fds14.8%
- Ishares Tr5.9%
- Pacer Fds Tr3.9%
- Spdr S&P 500 ETF Tr3.7%
- Ishares Tr3.1%
- Other48.1%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 82.2K | $20.87M | 20.5% | 0 | Held |
| 2 | Vanguard Index Fds | 25.2K | $15.07M | 14.8% | −96 | Reduced |
| 3 | Ishares Tr | 9.2K | $6.03M | 5.9% | 0 | Held |
| 4 | Pacer Fds Tr | 76.3K | $4.00M | 3.9% | −1.7K | Reduced |
| 5 | Spdr S&P 500 ETF Tr | 5.8K | $3.75M | 3.7% | −10 | Reduced |
| 6 | Ishares Tr | 61.4K | $3.11M | 3.1% | −972 | Reduced |
| 7 | Ishares Gold Tr | 33.7K | $2.97M | 2.9% | −404 | Reduced |
| 8 | Vanguard Star Fds | 32.2K | $2.49M | 2.4% | −335 | Reduced |
| 9 | Spdr Gold Tr | 5.3K | $2.27M | 2.2% | −25 | Reduced |
| 10 | Vanguard Index Fds | 6.9K | $1.98M | 1.9% | −42 | Reduced |
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