Center for Financial Planning
Latest statistics and disclosures from Center for Financial Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IEFA, VBR, AGG, VB, and represent 65.57% of Center for Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$41M), VOO (+$27M), IEFA, VB, IJH, VBR, EAGG, VWO, WMT, CACC.
- Started 99 new stock positions in APTV, TFC, FJUL, CRON, HRL, IYM, RMD, IHRT, NEM, AONC.
- Reduced shares in these 10 stocks: QUAL, NFLX, MSI, VTI, HEI, SPY, SO, VBK, IWM, .
- Sold out of its positions in Aurora Cannabis, BRCC, PKST, HEI, NYCB, OPEN, Physicians Realty Trust, RMAX, RENT, RWR. XSD, WOR, WS, JOBY, ARVLF.
- Center for Financial Planning was a net buyer of stock by $82M.
- Center for Financial Planning has $669M in assets under management (AUM), dropping by 22.95%.
- Central Index Key (CIK): 0001803557
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Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 608 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Center for Financial Planning has 608 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Center for Financial Planning March 31, 2024 positions
- Download the Center for Financial Planning March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 36.3 | $243M | +12% | 505k | 480.70 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 11.2 | $75M | +4% | 1.0M | 74.22 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 7.0 | $47M | +2% | 244k | 191.88 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 6.2 | $42M | +6264% | 426k | 97.94 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.8 | $32M | +6% | 141k | 228.59 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $22M | 529k | 41.77 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.9 | $19M | -2% | 117k | 164.35 |
|
| Microsoft Corporation (MSFT) | 1.9 | $13M | 31k | 420.73 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.8 | $12M | 19.00 | 634440.00 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.3 | $8.6M | 143k | 60.30 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.8M | 14k | 420.52 |
|
|
| Apple (AAPL) | 0.8 | $5.3M | 31k | 171.48 |
|
|
| Amazon (AMZN) | 0.7 | $4.7M | +5% | 26k | 180.38 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $3.6M | 14k | 260.73 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $3.6M | +2% | 18k | 200.30 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.4M | 22k | 152.26 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.3M | 6.3k | 523.10 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $3.2M | 20k | 162.25 |
|
|
| Raymond James Financial (RJF) | 0.5 | $3.1M | 24k | 128.42 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.9M | +2% | 8.3k | 344.20 |
|
| Abbvie (ABBV) | 0.4 | $2.7M | +7% | 15k | 182.10 |
|
| Johnson & Johnson (JNJ) | 0.4 | $2.4M | 15k | 158.19 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.4M | +401% | 40k | 60.74 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $2.4M | +2% | 4.1k | 581.21 |
|
| salesforce (CRM) | 0.3 | $2.3M | +4% | 7.7k | 301.18 |
|
| Nextera Energy (NEE) | 0.3 | $2.2M | 34k | 63.91 |
|
|
| Chevron Corporation (CVX) | 0.3 | $2.2M | +7% | 14k | 157.74 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.0M | 18k | 113.66 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $2.0M | 3.8k | 524.34 |
|
|
| Colgate-Palmolive Company (CL) | 0.3 | $2.0M | 22k | 90.05 |
|
|
| Merck & Co (MRK) | 0.3 | $2.0M | 15k | 131.95 |
|
|
| Home Depot (HD) | 0.3 | $2.0M | 5.1k | 383.63 |
|
|
| Stryker Corporation (SYK) | 0.3 | $1.9M | 5.3k | 357.87 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $1.9M | +54% | 40k | 47.06 |
|
| Motorola Solutions Com New (MSI) | 0.3 | $1.9M | -7% | 5.2k | 354.98 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.8M | 16k | 116.24 |
|
|
| Pepsi (PEP) | 0.3 | $1.8M | +2% | 10k | 175.01 |
|
| McKesson Corporation (MCK) | 0.3 | $1.8M | 3.4k | 536.85 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.8M | 11k | 162.86 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.8M | -7% | 6.8k | 259.90 |
|
| American Express Company (AXP) | 0.2 | $1.6M | +5% | 7.2k | 227.69 |
|
| Cisco Systems (CSCO) | 0.2 | $1.5M | +2% | 30k | 49.91 |
|
| Coca-Cola Company (KO) | 0.2 | $1.5M | +3% | 24k | 61.18 |
|
| Eaton Corp SHS (ETN) | 0.2 | $1.4M | 4.5k | 312.71 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.4M | 5.8k | 239.75 |
|
|
| Broadcom (AVGO) | 0.2 | $1.4M | 1.0k | 1325.41 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $1.3M | -2% | 4.9k | 268.33 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.3M | +2% | 11k | 116.84 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.3M | +3% | 5.1k | 249.86 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.3M | 5.1k | 245.94 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.2M | 11k | 110.52 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | +11% | 7.4k | 150.93 |
|
| Ford Motor Company (F) | 0.1 | $1.0M | -3% | 76k | 13.28 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $1.0M | 26k | 38.47 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1000k | 20k | 50.17 |
|
|
| American Tower Reit (AMT) | 0.1 | $945k | 4.8k | 197.59 |
|
|
| Omni (OMC) | 0.1 | $940k | 9.7k | 96.76 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $925k | +2% | 3.3k | 281.95 |
|
| S&p Global (SPGI) | 0.1 | $897k | +5% | 2.1k | 425.45 |
|
| General Mills (GIS) | 0.1 | $888k | 13k | 69.97 |
|
|
| Emerson Electric (EMR) | 0.1 | $874k | +6% | 7.7k | 113.42 |
|
| 3M Company (MMM) | 0.1 | $867k | -2% | 8.2k | 106.07 |
|
| Agree Realty Corporation (ADC) | 0.1 | $847k | 15k | 57.12 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $795k | 3.9k | 201.52 |
|
|
| Danaher Corporation (DHR) | 0.1 | $787k | 3.2k | 249.72 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $775k | 4.9k | 158.81 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $709k | 8.4k | 84.09 |
|
|
| Progressive Corporation (PGR) | 0.1 | $696k | +3% | 3.4k | 206.82 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $694k | 12k | 56.98 |
|
|
| Chubb (CB) | 0.1 | $686k | +5% | 2.6k | 259.14 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $679k | -6% | 3.2k | 210.30 |
|
| Verizon Communications (VZ) | 0.1 | $677k | +7% | 16k | 41.96 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $675k | 6.6k | 102.76 |
|
|
| Roblox Corp Cl A (RBLX) | 0.1 | $661k | -2% | 17k | 38.18 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $646k | 4.9k | 131.70 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $625k | 2.1k | 300.24 |
|
|
| International Business Machines (IBM) | 0.1 | $610k | +23% | 3.2k | 190.99 |
|
| Tesla Motors (TSLA) | 0.1 | $596k | 3.4k | 175.79 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $588k | +203% | 9.8k | 60.17 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $587k | +59% | 755.00 | 777.96 |
|
| DTE Energy Company (DTE) | 0.1 | $558k | +2% | 5.0k | 112.13 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $547k | 11k | 50.60 |
|
|
| Dover Corporation (DOV) | 0.1 | $545k | 3.1k | 177.19 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $541k | 13k | 40.90 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $539k | +18% | 1.0k | 525.73 |
|
| Advanced Micro Devices (AMD) | 0.1 | $524k | 2.9k | 180.49 |
|
|
| Philip Morris International (PM) | 0.1 | $507k | +4% | 5.5k | 91.62 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $499k | +24% | 552.00 | 903.56 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $495k | 6.5k | 75.98 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $488k | 2.0k | 247.79 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $487k | 2.0k | 242.27 |
|
|
| Pfizer (PFE) | 0.1 | $478k | +3% | 17k | 27.75 |
|
| Meta Platforms Cl A (META) | 0.1 | $477k | 983.00 | 485.58 |
|
|
| Medtronic SHS (MDT) | 0.1 | $468k | 5.4k | 87.15 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $464k | -2% | 3.1k | 148.63 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $460k | 1.0k | 444.01 |
|
|
| Walt Disney Company (DIS) | 0.1 | $459k | -6% | 3.8k | 122.36 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $444k | +13% | 10k | 43.35 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $429k | 7.9k | 54.40 |
|
|
| Visa Com Cl A (V) | 0.1 | $419k | +2% | 1.5k | 279.11 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $408k | 5.1k | 79.86 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $407k | 9.1k | 44.70 |
|
|
| Iqvia Holdings (IQV) | 0.1 | $406k | +2% | 1.6k | 252.89 |
|
| Cme (CME) | 0.1 | $404k | 1.9k | 215.30 |
|
|
| UnitedHealth (UNH) | 0.1 | $404k | 816.00 | 494.77 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $385k | +34% | 1.1k | 337.05 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $383k | 5.5k | 70.00 |
|
|
| Devon Energy Corporation (DVN) | 0.1 | $383k | 7.6k | 50.18 |
|
|
| Credit Acceptance (CACC) | 0.1 | $370k | +294% | 670.00 | 551.55 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $367k | 26k | 13.95 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $364k | +2% | 3.8k | 95.56 |
|
| Fiserv (FI) | 0.1 | $364k | +2% | 2.3k | 159.82 |
|
| Darden Restaurants (DRI) | 0.1 | $343k | +4% | 2.1k | 167.15 |
|
| TJX Companies (TJX) | 0.1 | $340k | +5% | 3.4k | 101.41 |
|
| Intercontinental Exchange (ICE) | 0.1 | $340k | +2% | 2.5k | 137.44 |
|
| L3harris Technologies (LHX) | 0.0 | $331k | +2% | 1.6k | 213.16 |
|
| WPP Adr (WPP) | 0.0 | $316k | 6.7k | 47.40 |
|
|
| PPL Corporation (PPL) | 0.0 | $314k | +356% | 11k | 27.53 |
|
| Stanley Black & Decker (SWK) | 0.0 | $307k | 3.1k | 97.93 |
|
|
| Dana Holding Corporation (DAN) | 0.0 | $305k | 24k | 12.70 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $297k | 3.0k | 97.53 |
|
|
| Rockwell Automation (ROK) | 0.0 | $295k | -10% | 1.0k | 291.33 |
|
| Allstate Corporation (ALL) | 0.0 | $287k | +2% | 1.7k | 173.05 |
|
| Aon Shs Cl A (AON) | 0.0 | $285k | 853.00 | 333.72 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $284k | 2.1k | 135.06 |
|
|
| At&t (T) | 0.0 | $277k | +2% | 16k | 17.60 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $275k | 3.7k | 75.40 |
|
|
| Best Buy (BBY) | 0.0 | $275k | 3.3k | 82.03 |
|
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| Diamondback Energy (FANG) | 0.0 | $272k | +2% | 1.4k | 198.20 |
|
| Dex (DXCM) | 0.0 | $268k | +382% | 1.9k | 138.70 |
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| Altria (MO) | 0.0 | $261k | 6.0k | 43.62 |
|
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| Henry Schein (HSIC) | 0.0 | $257k | 3.4k | 75.52 |
|
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| EastGroup Properties (EGP) | 0.0 | $243k | +350% | 1.4k | 179.77 |
|
| Amgen (AMGN) | 0.0 | $242k | +6% | 851.00 | 284.32 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $234k | +11% | 2.7k | 86.48 |
|
| Arista Networks (ANET) | 0.0 | $232k | NEW | 800.00 | 289.98 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $228k | -7% | 311.00 | 732.63 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $222k | 1.8k | 120.99 |
|
|
| Halliburton Company (HAL) | 0.0 | $222k | +3% | 5.6k | 39.42 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $221k | 1.7k | 131.24 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $221k | 2.7k | 82.97 |
|
|
| Boeing Company (BA) | 0.0 | $218k | 1.1k | 192.99 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $217k | +12% | 1.7k | 125.61 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $215k | 3.3k | 65.32 |
|
|
| Steris Shs Usd (STE) | 0.0 | $215k | +3% | 958.00 | 224.82 |
|
| General Electric Com New (GE) | 0.0 | $206k | +17% | 1.2k | 175.53 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $206k | 2.3k | 89.90 |
|
|
| LCNB (LCNB) | 0.0 | $202k | 13k | 15.94 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $202k | +12% | 443.00 | 454.87 |
|
| Anthem (ELV) | 0.0 | $195k | +7% | 375.00 | 518.54 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $193k | 714.00 | 270.80 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $188k | +3% | 1.2k | 154.19 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $188k | 473.00 | 397.76 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $187k | +10% | 4.9k | 37.92 |
|
| Public Storage (PSA) | 0.0 | $185k | 636.00 | 290.06 |
|
|
| Netflix (NFLX) | 0.0 | $179k | -53% | 295.00 | 607.33 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $173k | -4% | 4.4k | 39.28 |
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| Nucor Corporation (NUE) | 0.0 | $164k | 826.00 | 197.90 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $162k | +135% | 2.0k | 79.76 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $151k | 1.2k | 131.37 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $145k | +200% | 300.00 | 481.57 |
|
| PPG Industries (PPG) | 0.0 | $140k | 968.00 | 144.90 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $136k | 1.4k | 96.71 |
|
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| Qualcomm (QCOM) | 0.0 | $135k | +190% | 796.00 | 169.30 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $134k | 535.00 | 250.04 |
|
|
| EOG Resources (EOG) | 0.0 | $129k | NEW | 1.0k | 127.84 |
|
| Caterpillar (CAT) | 0.0 | $128k | +40% | 350.00 | 366.43 |
|
| Vanguard Wellington Us Quality (VFQY) | 0.0 | $123k | 900.00 | 136.93 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $121k | 618.00 | 195.10 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $119k | 221.00 | 539.93 |
|
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| Landstar System (LSTR) | 0.0 | $116k | 600.00 | 192.76 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $115k | -7% | 737.00 | 155.91 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $114k | 2.1k | 54.43 |
|
|
| H&R Block (HRB) | 0.0 | $113k | 2.3k | 49.11 |
|
|
| U.S. Physical Therapy (USPH) | 0.0 | $113k | 1.0k | 112.87 |
|
|
| Jabil Circuit (JBL) | 0.0 | $112k | +64% | 837.00 | 133.95 |
|
| Eversource Energy (ES) | 0.0 | $108k | -11% | 1.8k | 59.77 |
|
| Moderna (MRNA) | 0.0 | $105k | +243% | 988.00 | 106.56 |
|
| Target Corporation (TGT) | 0.0 | $103k | +16% | 583.00 | 177.17 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $103k | 258.00 | 399.09 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $103k | -19% | 1.7k | 61.08 |
|
| BP Sponsored Adr (BP) | 0.0 | $100k | 2.7k | 37.68 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $100k | +16% | 263.00 | 378.83 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $100k | 1.9k | 53.80 |
|
|
| Adtalem Global Ed (ATGE) | 0.0 | $98k | 1.9k | 51.40 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $96k | NEW | 332.00 | 288.03 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $95k | +24% | 1.8k | 54.23 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $95k | -5% | 1.5k | 62.34 |
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| AFLAC Incorporated (AFL) | 0.0 | $94k | 1.1k | 85.86 |
|
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| Oge Energy Corp (OGE) | 0.0 | $94k | 2.7k | 34.30 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $91k | -24% | 1.1k | 80.63 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $88k | -12% | 332.00 | 265.12 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $87k | 1.1k | 76.67 |
|
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| Essex Property Trust (ESS) | 0.0 | $86k | 350.00 | 244.81 |
|
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| Enterprise Products Partners (EPD) | 0.0 | $86k | 2.9k | 29.18 |
|
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| Otis Worldwide Corp (OTIS) | 0.0 | $81k | 820.00 | 99.27 |
|
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| Carrier Global Corporation (CARR) | 0.0 | $80k | -24% | 1.4k | 58.13 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $78k | 660.00 | 118.29 |
|
|
| Mid Penn Ban (MPB) | 0.0 | $78k | NEW | 3.9k | 20.01 |
|
| Intuit (INTU) | 0.0 | $75k | 115.00 | 650.00 |
|
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| Westrock (WRK) | 0.0 | $73k | 1.5k | 49.45 |
|
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| Gentex Corporation (GNTX) | 0.0 | $72k | 2.0k | 36.12 |
|
|
| J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE) | 0.0 | $72k | 1.2k | 58.53 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $72k | +26% | 1.3k | 54.81 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $70k | +121% | 390.00 | 179.11 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $69k | 982.00 | 70.72 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $69k | 814.00 | 84.44 |
|
|
| Intel Corporation (INTC) | 0.0 | $68k | 1.5k | 44.17 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $68k | 588.00 | 114.96 |
|
|
| Hershey Company (HSY) | 0.0 | $67k | +29% | 342.00 | 194.50 |
|
| Hldgs (UAL) | 0.0 | $64k | +2% | 1.3k | 47.88 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $64k | +14% | 1.2k | 51.60 |
|
| Realty Income (O) | 0.0 | $63k | +101% | 1.2k | 54.10 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $63k | 345.00 | 182.61 |
|
|
| Moody's Corporation (MCO) | 0.0 | $62k | 158.00 | 393.03 |
|
|
| State Street Corporation (STT) | 0.0 | $62k | 800.00 | 77.32 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $62k | 984.00 | 62.81 |
|
|
| FirstEnergy (FE) | 0.0 | $60k | 1.6k | 38.62 |
|
|
| Clorox Company (CLX) | 0.0 | $60k | -15% | 393.00 | 153.11 |
|
| Consolidated Edison (ED) | 0.0 | $60k | 660.00 | 90.81 |
|
|
| ResMed (RMD) | 0.0 | $59k | NEW | 300.00 | 198.03 |
|
| Oneok (OKE) | 0.0 | $56k | +10% | 697.00 | 80.17 |
|
| Equinix (EQIX) | 0.0 | $55k | 67.00 | 826.25 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $55k | +57% | 484.00 | 114.11 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $55k | 941.00 | 58.65 |
|
|
| Smartsheet Com Cl A (SMAR) | 0.0 | $55k | 1.4k | 38.50 |
|
|
| Honeywell International (HON) | 0.0 | $55k | +35% | 268.00 | 205.25 |
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $54k | 3.5k | 15.52 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $54k | 375.00 | 142.58 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $53k | +5% | 164.00 | 320.59 |
|
| Dow (DOW) | 0.0 | $52k | -8% | 903.00 | 57.93 |
|
| Cigna Corp (CI) | 0.0 | $52k | +44% | 143.00 | 363.20 |
|
| Manulife Finl Corp (MFC) | 0.0 | $52k | 2.1k | 24.99 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $51k | 205.00 | 249.74 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $51k | +160% | 130.00 | 390.65 |
|
| WD-40 Company (WDFC) | 0.0 | $51k | 200.00 | 253.31 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $51k | +73% | 187.00 | 270.52 |
|
| Paypal Holdings (PYPL) | 0.0 | $51k | +70% | 755.00 | 66.99 |
|
| Uber Technologies (UBER) | 0.0 | $50k | 650.00 | 76.99 |
|
|
| Dominion Resources (D) | 0.0 | $50k | +50% | 1.0k | 49.19 |
|
| American Financial (AFG) | 0.0 | $50k | 363.00 | 136.48 |
|
|
| Alta Equipment Group Common Stock (ALTG) | 0.0 | $49k | +9% | 3.8k | 12.95 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $49k | 500.00 | 98.08 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $48k | NEW | 700.00 | 68.43 |
|
| Exelon Corporation (EXC) | 0.0 | $48k | 1.3k | 37.57 |
|
|
| Synchrony Financial (SYF) | 0.0 | $47k | 1.1k | 43.14 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $46k | NEW | 200.00 | 231.69 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $46k | 1.6k | 28.34 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $46k | 91.00 | 504.60 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $46k | 631.00 | 72.63 |
|
Past Filings by Center for Financial Planning
SEC 13F filings are viewable for Center for Financial Planning going back to 2019
- Center for Financial Planning 2024 Q1 filed April 25, 2024
- Center for Financial Planning 2023 Q4 filed Jan. 29, 2024
- Center for Financial Planning 2023 Q3 filed Oct. 24, 2023
- Center for Financial Planning 2023 Q2 filed Aug. 9, 2023
- Center for Financial Planning 2023 Q1 filed May 2, 2023
- Center for Financial Planning 2022 Q4 filed Jan. 27, 2023
- Center for Financial Planning 2022 Q3 filed Oct. 14, 2022
- Center for Financial Planning 2022 Q2 filed Aug. 12, 2022
- Center for Financial Planning 2022 Q1 filed May 3, 2022
- Center for Financial Planning 2021 Q4 filed Feb. 8, 2022
- Center for Financial Planning 2021 Q3 restated filed Nov. 17, 2021
- Center for Financial Planning 2021 Q3 filed Oct. 27, 2021
- Center for Financial Planning 2021 Q2 filed July 29, 2021
- Center for Financial Planning 2021 Q1 filed May 10, 2021
- Center for Financial Planning 2020 Q4 filed Feb. 9, 2021
- Center for Financial Planning 2020 Q3 filed Nov. 12, 2020