MAD
Michael A. Dubis Financial Planning LLC Portfolio
Invests via Michael A. Dubis Financial Planning LLC | Managed by Michael A. Dubis
Invests via Michael A. Dubis Financial Planning LLC
Managed by Michael A. Dubis
Automatically Tracked
Company Profile
Registered independent advisory firm focused on fee-based financial planning and wealth management for individuals and small businesses. Michael A. Dubis Financial Planning LLC offers retirement planning, cash-flow modeling, tax-aware asset allocation and risk management, typically serving local and regional client segments with modest AUM and advisory relationships. Positioning emphasizes personalized advice, fiduciary duty and holistic financial planning.
Registered independent advisory firm focused on fee-based financial planning and wealth management for individuals and small businesses. Michael A. Dubis Financial Planning LLC offers retirement planning, cash-flow modeling, tax-aware asset allocation and risk management, typically serving local and regional client segments with modest AUM and advisory relationships. Positioning emphasizes personalized advice, fiduciary duty and holistic financial planning.
Investment Philosophy & Strategy
Registered independent advisory firm focused on fee-based financial planning and wealth management for individuals and small businesses. Michael A. Dubis Financial Planning LLC offers retirement planning, cash-flow modeling, tax-aware asset allocation and risk management, typically serving local and regional client segments with modest AUM and advisory relationships. Positioning emphasizes personalized advice, fiduciary duty and holistic financial planning.
Registered independent advisory firm focused on fee-based financial planning and wealth management for individuals and small businesses. Michael A. Dubis Financial Planning LLC offers retirement planning, cash-flow modeling, tax-aware asset allocation and risk management, typically serving local and regional client segments with modest AUM and advisory relationships. Positioning emphasizes personalized advice, fiduciary duty and holistic financial planning.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0%
Gain
Monthly
0%
Yearly
0%
Drawdown
13.6%
$120.27M
Equity
Holdings
$120.27M
Investment
$104.04M
$16.23M
Profit -$214,087.33
Realized
$58.41
Unrealized
$16.23M
Dividends
$4.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$214,087.33
Win %
87%
This Week
Compared To Last Week
Gain
0.13%
Profit
$153,768.89
Win %
87%
This Month
Compared to last month
Gain
0.36%
Profit
$428,927.07
Win %
87%
This Year
Compared to last year
Gain
5.73%
Profit
$6.52M
Win %
87%
TRV The Travelers Companies, Inc.
+7.84%
+$58,816.34 
TGT Target Corporation
+1.87%
+$5,240.18 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$3,800.52 
CVX Chevron Corporation
+1.69%
+$4,437.97 
LMT Lockheed Martin Corporation
+1.53%
+$15,689.98 
WFC Wells Fargo & Company
+1.45%
+$8,309.76 
MMM 3M Company
+0.88%
+$2,652.56 
SDY SPDR S&P Dividend ETF
+0.52%
+$4,257.56 
VNQ Vanguard Real Estate ETF
+0.51%
+$11,600.97 
USB U.S. Bancorp
+0.47%
+$1,772.7 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$27,052.25 
VO Vanguard Mid-Cap ETF
+0.15%
+$1,943.52 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$1,207.89 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$914.4 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$4,218.82 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.08%
+$729.8 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$7,094.6 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$298.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$3,567.15 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$79.16 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$127.62 
MUB iShares National Muni Bond ETF
+0.01%
+$27.06 
VWO Vanguard FTSE Emerging Markets ETF
-1.92%
-$11,448.03 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.03%
-$19,101.79 
VEU Vanguard FTSE All-World ex-US ETF
-0.99%
-$8,865.57 
AAPL Apple Inc.
-0.95%
-$31,167.54 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.94%
-$3,780.8 
MGC Vanguard Mega Cap ETF
-0.78%
-$16,737.75 
AVDE Avantis International Equity ETF
-0.72%
-$2,255.5 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.72%
-$3,106.65 
SCHF Schwab International Equity ETF
-0.68%
-$4,918.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.68%
-$15,613.25 
DFSU Dimensional US Sustainability Core 1 ETF
-0.65%
-$2,248.43 
IVV iShares Core S&P 500 ETF
-0.61%
-$5,275.68 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.59%
-$10,089.84 
SCHB Schwab U.S. Broad Market ETF
-0.58%
-$2,484.79 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$3,815.7 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$12,966.06 
DFIC Dimensional International Core Equity Market ETF
-0.56%
-$27,075.3 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.55%
-$20,864.08 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$158,434 
DFAU Dimensional US Core Equity Market ETF
-0.54%
-$2,288.44 
DCOR Dimensional US Core Equity 1 ETF
-0.41%
-$7,338.9 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$5,936.57 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$2,165.13 Events
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Dividends
Dividend Analysis
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| Trades 74 | Longs Won 61/74 82% | Profit Factor 576.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $738,167.19 |
| Average Win $266,532.94 | Best Trade (Jul 15) $6.45M | Sharpe Ratio -37.82 |
| Average Loss -$2,169.19 | Worst Trade (Jul 10) -$23,801.1 | Z-Score 15.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $219,328.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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