Long-term investor
Ofc Financial Planning, LLC @ofcfinancialplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052590).
Record
- Tracked since 2025-06-30 (462 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months +26.7% · 1 year +26.0% · all +26.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 21.3% · long · since 2025-06-30
- 922908363 · 15.4% · long · since 2025-06-30
- 464287200 · 6.1% · long · since 2025-06-30
- 78462F103 · 3.8% · long · since 2025-06-30
- 69374H105 · 3.7% · long · since 2025-06-30
- 921909768 · 2.5% · long · since 2025-06-30
- 46434V878 · 2.5% · long · since 2025-06-30
- IAU · 2.1% · long · since 2025-06-30
- 922908629 · 2.1% · long · since 2025-06-30
- 922908751 · 1.9% · long · since 2025-06-30
- 922908611 · 1.8% · long · since 2025-06-30
- GLD · 1.7% · long · since 2025-06-30