Plan Group Financial, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$164M
Signature - Title
Nicole Goff - Manager Compliance Services & Support
Location
6 Ne 63 Rd Street, Oklahoma City, OK
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 99 $164M +$23M -$11.9M +$11.1M VOO, COWZ, ACWI, DFAI, IJR 13F-HR 8/5/2024, 01:10 PM
Q1 2024 94 $152M +$34.8M -$2.52M +$32.3M VOO, COWZ, ACWI, DFAI, DFAE 13F-HR 4/26/2024, 01:01 PM
Q4 2023 71 $114M +$18.5M -$53.6M -$35.2M VOO, COWZ, ACWI, DFAI, DFAE 13F-HR 1/29/2024, 11:52 AM
Q3 2023 71 $139M +$56.6M -$33.4M +$23.2M ACWI, DFAI, DFAE, VOO, RPV 13F-HR 11/13/2023, 09:02 AM
Q2 2023 66 $119M $0 $0 DFAI, DFAE, DFCF, RPV, COWZ 13F-HR 8/10/2023, 10:28 AM
Q2 2022 59 $58.1M $0 $0 SPTL, VTV, VTI, GSIE, VO Restatement 8/12/2022, 12:34 PM