Financial Plan, Inc. reported 94 holdings worth US$933M as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed Apr 27, 2026
Financial Plan, Inc. reported 94 holdings worth US$933M as of Mar 31, 2026. Filed Apr 27, 2026 (Form 13F).
- Holdings
- 94
- Value as reported
- US$933M