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Showing Q1 2025 data
HedgeTrack has imported Q4 2025 data overall, but Michael A. Dubis Financial Planning, LLC's latest available filing here is Q1 2025.
Michael A. Dubis Financial Planning, LLC
•CIK: 2052271•Filing: Q1 2025
**Michael A. Dubis Financial Planning, LLC** manages $103M across a diversified portfolio of 45 positions. The strategy exhibits a significant allocation to fixed income and broad market exposure, notably holding $14.4M in SGOV and $13.3M in VGIT. Top holdings further reveal substantial weightings in VTI ($21.8M) and VGSH ($11.9M), indicating a core focus on U.S. equity and intermediate-term Treasury exposure.
Total AUM
$103.0M
QoQ Performance
-0.4%
Positions
23
Top 10 Concentration
76.3%
Latest Filing
Q1 2025
Top Holdings Allocation
VTI
SGOV
VGIT
VGSH
VTI21.1%
SGOV13.9%
VGIT12.9%
VGSH11.5%
SPTS4.8%
DFIC3.5%
SPTM2.7%
AAPL2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.2%
Technology2.1%
Industrial1.1%
ETF0.6%
Financial0.5%
Energy0.2%
Consumer0.2%
🚪 Exited Positionssold since Q4 2024
Changes from Q4 2024
NEW1 new position
↑21 increased
↓4 decreased
Historical Filings
Q1 2025Q4 2024