OFC Financial Planning, LLCETFConcentrated long-term

CIK: 0002052590 | SHORT HILLS, NJ

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	57	$112.6M	2026-08-05	SEC ↗
Q1 2026	13F-HR	57	$101.8M	2026-05-07	SEC ↗
Q4 2025	13F-HR	60	$105.3M	2026-02-04	SEC ↗
Q3 2025	13F-HR	54	$101.0M	2025-11-14	SEC ↗
Q2 2025	13F-HR	56	$94.2M	2025-08-13	SEC ↗
Q1 2025	13F-HR	53	$88.4M	2025-05-14	SEC ↗
Q4 2024	13F-HR	52	$94.8M	2025-01-24	SEC ↗