| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 21.5% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 10.5% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 9.5% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 8.1% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 7.9% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 6.2% |
| DISCOVER FINL SVCS | 1 | Q2 2024 | 5.5% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 4.8% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 4.0% |
| ELI LILLY & CO | 1 | Q2 2024 | 2.9% |
View Elser Financial Planning, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| N-PX | 2024-07-23 |
View Elser Financial Planning, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.