MA

Michael A. Dubis Financial Planning, LLC

13F
Michael A. Dubis Financial Planning, LLC
Last update 2025-04-15 45 Stocks (1 new)
Value $103.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(21.13%)SGOV(13.94%)VGIT(12.94%)VGSH(11.55%)SPTS(4.79%)
Summary Stock Picks Current Portfolio
Michael A. Dubis Financial Pla... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
79,217
21,771.9
+1.46%
21.130
+0.30%
0.000
+17.05%
+6.98%
450,247.8
 
SGOV
iShares 0-3 Month Treasury Bond ETF
142,686
14,364.2
-0.92%
13.940
-0.13%
0.030
+1.08%
+2.17%
49,722.2
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
224,500
13,335.3
+4.15%
12.940
+0.52%
0.040
+0.01%
+4.12%
31,681.0
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
202,703
11,896.6
+1.96%
11.550
+0.22%
0.050
+0.57%
+2.54%
23,030.4
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
168,753
4,934.4
+0.48%
4.790
+0.02%
0.080
+0.68%
+2.51%
5,749.0
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
128,930
3,580.4
+5.25%
3.480
+0.17%
0.040
+15.65%
+22.83%
9,697.0
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
41,315
2,809.8
+0.05%
2.730
0%
0.030
+16.58%
+6.93%
10,662.8
 
AAPL
Apple Inc
9,832
2,184.0
0%
2.120
0%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
VNQ
Vanguard Real Estate Index Fund ETF
22,747
2,059.5
+1.56%
2.000
+0.03%
0.010
+3.28%
+3.10%
33,794.2
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
13,942
1,701.1
+0.02%
1.650
0%
0.000
+17.19%
+7.00%
71,165.1
 

Michael A. Dubis Financial Planning, LLC's Historical Top Holdings Breakdowns

Michael A. Dubis Financial Planning, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.52%
●
57.44 ($58.5) 59.4
$59.25
1.28%
Add 4.15%
224,500
8,941
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.30%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Add 1.46%
79,217
1,137
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+0.22%
●
58.07 ($58.36) 58.69
$58.45
0.15%
Add 1.96%
202,703
3,888
BRK.B
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.21%
●
442.66 ($486.15) 534.52
$485.00
-0.24%
New holding
414
414
GOOG
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-0.20%
●
156.06 ($183.12) 207.71
$180.55
-1.40%
Sold Out
0
-1,100
MSFT
Microsoft Corp
2025-03-31
Sold Out
Sold Out
-0.20%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Sold Out
0
-506
ESGU
iShares MSCI USA ESG Optimized ETF
2025-03-31
Sold Out
Sold Out
-0.20%
●
120.24 ($128.78) 134.3
$136.58
6.06%
Sold Out
0
-1,605
MGEE
MGE Energy Inc
2025-03-31
Sold Out
Sold Out
-0.19%
●
85.7 ($90.99) 94.18
$90.05
-1.03%
Sold Out
0
-2,125
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.17%
●
25.54 ($27.31) 28.8
$31.21
14.28%
Add 5.25%
128,930
6,435
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.13%
●
100.34 ($100.51) 100.68
$100.42
-0.09%
Reduce -0.92%
142,686
-1,322

Michael A. Dubis Financial Planning, LLC Total Holding History ($B)

To

Michael A. Dubis Financial Planning, LLC's Asset Allocation

To

Michael A. Dubis Financial Planning, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Michael A. Dubis Financial Planning, LLC's Hypothetical Growth since 2025-03-31

Michael A. Dubis Financial Planning, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Michael A. Dubis Financial Planning, LLC's Holdings Heat Map

Size field:

Michael A. Dubis Financial Planning, LLC's Holdings Bubble Chart

Michael A. Dubis Financial Planning, LLC News

  • 1

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