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, AGG, IEFA, VB, VO, and represent 68.12% of Center for Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: VO, AGG, VOO, VSS, IEFA, BRK.B, VWO, NFLX, VB, DTE.
- Started 87 new stock positions in CRWV, MPWR, NATL, BEN, REYN, ETR, BAI, OPENL, MU, DXC.
- Reduced shares in these 10 stocks: ADC, QUAL, SPY, PEG, GOOGL, FSIG, AVGO, ABBV, LMBS, VBR.
- Sold out of its positions in ADC, ALGN, AVSC, AVLV, BKLC, CGMS, CURB, EIX, ECG, FMN.
- Center for Financial Planning was a net buyer of stock by $11M.
- Center for Financial Planning has $961M in assets under management (AUM), dropping by 2.73%.
- Central Index Key (CIK): 0001803557
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Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 702 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Center for Financial Planning has 702 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Center for Financial Planning Dec. 31, 2025 positions
- Download the Center for Financial Planning December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 35.3 | $340M | 541k | 627.13 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 10.7 | $103M | +3% | 1.0M | 99.88 |
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| Ishares Tr Core Msci Eafe (IEFA) | 10.2 | $99M | 1.1M | 89.46 |
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| Vanguard Index Fds Small Cp Etf (VB) | 6.8 | $66M | 255k | 257.95 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.0 | $48M | +10% | 165k | 290.22 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $31M | 574k | 53.76 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.9 | $18M | -2% | 92k | 198.62 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $14M | 19.00 | 754800.00 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $12M | 57k | 211.79 |
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| Microsoft Corporation (MSFT) | 1.2 | $12M | 24k | 483.62 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $10M | 133k | 75.44 |
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| Apple (AAPL) | 0.9 | $8.7M | 32k | 271.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $7.7M | +6% | 15k | 502.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $6.1M | 20k | 313.80 |
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| Amazon (AMZN) | 0.6 | $5.7M | -2% | 25k | 230.82 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $5.6M | 17k | 322.22 |
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|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $4.3M | 8.9k | 487.86 |
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|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $4.1M | +46% | 28k | 143.33 |
|
| Abbvie (ABBV) | 0.4 | $4.0M | -3% | 17k | 228.48 |
|
| Johnson & Johnson (JNJ) | 0.3 | $3.3M | 16k | 206.95 |
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|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $3.3M | -4% | 66k | 49.99 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $3.3M | 50k | 66.00 |
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|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $3.3M | -2% | 11k | 302.10 |
|
| Broadcom (AVGO) | 0.3 | $3.3M | -4% | 9.4k | 346.10 |
|
| Raymond James Financial (RJF) | 0.3 | $3.1M | 19k | 160.59 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $3.1M | +4% | 4.1k | 753.78 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.0M | -10% | 4.5k | 681.89 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.3 | $3.0M | -5% | 155k | 19.19 |
|
| Nextera Energy (NEE) | 0.3 | $2.9M | 36k | 80.28 |
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| Procter & Gamble Company (PG) | 0.3 | $2.8M | 20k | 143.31 |
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| McKesson Corporation (MCK) | 0.3 | $2.7M | 3.3k | 820.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.7M | +3% | 8.0k | 335.27 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.3 | $2.6M | 77k | 34.26 |
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| American Express Company (AXP) | 0.3 | $2.4M | 6.6k | 369.95 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $2.3M | 4.0k | 579.45 |
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| Abbott Laboratories (ABT) | 0.2 | $2.2M | 18k | 125.29 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.2M | 12k | 190.99 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $2.2M | +2% | 45k | 47.85 |
|
| salesforce (CRM) | 0.2 | $2.1M | +5% | 7.8k | 264.92 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $1.9M | +2% | 5.0k | 383.32 |
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| Pepsi (PEP) | 0.2 | $1.9M | 13k | 143.52 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | 16k | 120.34 |
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| Chevron Corporation (CVX) | 0.2 | $1.9M | 12k | 152.41 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.8M | 5.8k | 314.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | -10% | 5.7k | 312.98 |
|
| Stryker Corporation (SYK) | 0.2 | $1.7M | -2% | 4.9k | 351.47 |
|
| Home Depot (HD) | 0.2 | $1.7M | 5.0k | 344.08 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.7M | 22k | 79.02 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.6M | 8.8k | 186.50 |
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| McDonald's Corporation (MCD) | 0.2 | $1.6M | +2% | 5.4k | 305.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.6M | 14k | 120.18 |
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| Coca-Cola Company (KO) | 0.2 | $1.6M | 23k | 69.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.5M | -2% | 2.1k | 684.94 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | -2% | 13k | 111.41 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.4M | 4.4k | 318.54 |
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| Tesla Motors (TSLA) | 0.1 | $1.3M | -3% | 3.0k | 449.72 |
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| Merck & Co (MRK) | 0.1 | $1.3M | 12k | 105.26 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.2M | 24k | 50.29 |
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| 3M Company (MMM) | 0.1 | $1.2M | 7.4k | 160.10 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | +4% | 1.9k | 614.31 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | +5% | 5.0k | 219.77 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.1M | -2% | 4.7k | 231.33 |
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| Illinois Tool Works (ITW) | 0.1 | $1.0M | 4.2k | 246.30 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.0M | 21k | 48.75 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.0M | +8% | 16k | 62.47 |
|
| Philip Morris International (PM) | 0.1 | $968k | 6.0k | 160.40 |
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| DTE Energy Company (DTE) | 0.1 | $964k | +57% | 7.5k | 128.98 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $956k | 20k | 46.92 |
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|
| International Business Machines (IBM) | 0.1 | $938k | +5% | 3.2k | 296.25 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $904k | 12k | 74.17 |
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| Emerson Electric (EMR) | 0.1 | $900k | 6.8k | 132.72 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $868k | 9.0k | 96.27 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $853k | 12k | 69.40 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $852k | 4.7k | 181.21 |
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| Eli Lilly & Co. (LLY) | 0.1 | $845k | 786.00 | 1074.68 |
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| Meta Platforms Cl A (META) | 0.1 | $830k | 1.3k | 660.14 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $817k | +14% | 5.0k | 162.65 |
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| American Tower Reit (AMT) | 0.1 | $803k | -7% | 4.6k | 175.57 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $797k | 3.2k | 246.16 |
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| Omni (OMC) | 0.1 | $793k | 9.8k | 80.75 |
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| Cisco Systems (CSCO) | 0.1 | $777k | 10k | 77.03 |
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| Advanced Micro Devices (AMD) | 0.1 | $752k | -12% | 3.5k | 214.16 |
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| Trane Technologies SHS (TT) | 0.1 | $728k | -10% | 1.9k | 389.16 |
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| Ford Motor Company (F) | 0.1 | $724k | 55k | 13.12 |
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| Progressive Corporation (PGR) | 0.1 | $722k | 3.2k | 227.72 |
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| Danaher Corporation (DHR) | 0.1 | $700k | 3.1k | 228.92 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $694k | 6.1k | 113.72 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $692k | 5.5k | 125.92 |
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| Chubb (CB) | 0.1 | $690k | +3% | 2.2k | 312.13 |
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| Analog Devices (ADI) | 0.1 | $652k | 2.4k | 271.20 |
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| Visa Com Cl A (V) | 0.1 | $644k | -9% | 1.8k | 350.79 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $617k | 22k | 28.24 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $616k | 13k | 46.59 |
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| Ge Vernova (GEV) | 0.1 | $606k | 927.00 | 653.57 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT) | 0.1 | $600k | 19k | 31.68 |
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| Dover Corporation (DOV) | 0.1 | $600k | 3.1k | 195.24 |
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| Cme (CME) | 0.1 | $593k | -3% | 2.2k | 273.09 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $578k | 20k | 29.61 |
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| Dana Holding Corporation (DAN) | 0.1 | $570k | 24k | 23.76 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $554k | +3% | 3.0k | 183.40 |
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| Us Bancorp Del Com New (USB) | 0.1 | $553k | 10k | 53.36 |
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| General Mills (GIS) | 0.1 | $515k | 11k | 46.50 |
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| Verizon Communications (VZ) | 0.1 | $514k | +14% | 13k | 40.73 |
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| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 0.1 | $505k | 9.8k | 51.44 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $505k | 4.2k | 119.75 |
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| Medtronic SHS (MDT) | 0.1 | $491k | -2% | 5.1k | 96.06 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $490k | 5.1k | 96.03 |
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| Air Products & Chemicals (APD) | 0.0 | $478k | -3% | 1.9k | 247.02 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $476k | 2.4k | 199.68 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $474k | 1.6k | 287.85 |
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| Darden Restaurants (DRI) | 0.0 | $470k | -4% | 2.6k | 184.02 |
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| Cummins (CMI) | 0.0 | $464k | +5% | 909.00 | 510.45 |
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| TJX Companies (TJX) | 0.0 | $460k | -12% | 3.0k | 153.59 |
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| Netflix (NFLX) | 0.0 | $455k | +793% | 4.9k | 93.76 |
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| S&p Global (SPGI) | 0.0 | $452k | -11% | 865.00 | 522.59 |
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| Walt Disney Company (DIS) | 0.0 | $445k | 3.9k | 113.77 |
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| Amgen (AMGN) | 0.0 | $442k | 1.3k | 327.42 |
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| Arista Networks Com Shs (ANET) | 0.0 | $426k | -16% | 3.3k | 131.03 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $424k | -21% | 5.9k | 71.41 |
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| Realty Income (O) | 0.0 | $411k | 7.3k | 56.37 |
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| Allstate Corporation (ALL) | 0.0 | $405k | -7% | 1.9k | 208.17 |
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| UnitedHealth (UNH) | 0.0 | $388k | -16% | 1.2k | 330.25 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $387k | -10% | 1.8k | 217.03 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $377k | 3.5k | 107.11 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $377k | -4% | 22k | 17.35 |
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| Ge Aerospace Com New (GE) | 0.0 | $375k | +3% | 1.2k | 308.03 |
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| Yum! Brands (YUM) | 0.0 | $372k | 2.5k | 151.27 |
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| Pfizer (PFE) | 0.0 | $367k | +2% | 15k | 24.90 |
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| Oracle Corporation (ORCL) | 0.0 | $364k | 1.9k | 194.91 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $333k | +42% | 6.9k | 48.18 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $319k | +8% | 5.9k | 53.83 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $319k | +2% | 804.00 | 396.31 |
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| Altria (MO) | 0.0 | $318k | -5% | 5.5k | 57.66 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $317k | +16% | 1.2k | 258.79 |
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| Iqvia Holdings (IQV) | 0.0 | $310k | -15% | 1.4k | 225.41 |
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| Fidelity National Information Services (FIS) | 0.0 | $307k | -11% | 4.6k | 66.46 |
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| At&t (T) | 0.0 | $305k | -3% | 12k | 24.84 |
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| Rockwell Automation (ROK) | 0.0 | $298k | 767.00 | 389.07 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) | 0.0 | $297k | 9.0k | 33.00 |
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| Entergy Corporation (ETR) | 0.0 | $292k | NEW | 3.2k | 92.43 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $291k | +2% | 2.7k | 109.91 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $290k | +2% | 2.0k | 143.52 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $287k | -20% | 9.6k | 29.89 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $282k | 2.4k | 119.66 |
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| Best Buy (BBY) | 0.0 | $276k | -3% | 4.1k | 66.93 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $275k | +4% | 257.00 | 1069.86 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $267k | 565.00 | 473.30 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $265k | -10% | 7.2k | 37.00 |
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| United Parcel Service CL B (UPS) | 0.0 | $264k | +4% | 2.7k | 99.19 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $262k | -8% | 541.00 | 483.67 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $259k | 458.00 | 566.36 |
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| Henry Schein (HSIC) | 0.0 | $257k | 3.4k | 75.58 |
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| Bank of America Corporation (BAC) | 0.0 | $255k | -6% | 4.6k | 55.00 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $251k | +101% | 1.7k | 148.69 |
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| Manulife Finl Corp (MFC) | 0.0 | $251k | +8% | 6.9k | 36.28 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $250k | +126% | 715.00 | 349.99 |
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| Costco Wholesale Corporation (COST) | 0.0 | $250k | +7% | 290.00 | 862.34 |
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| Steris Shs Usd (STE) | 0.0 | $244k | -2% | 962.00 | 253.52 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $244k | 2.7k | 90.97 |
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| Wells Fargo & Company (WFC) | 0.0 | $239k | +3370% | 2.6k | 93.20 |
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| Uber Technologies (UBER) | 0.0 | $235k | +29% | 2.9k | 81.71 |
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| Diamondback Energy (FANG) | 0.0 | $231k | -14% | 1.5k | 150.32 |
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| Aon Shs Cl A (AON) | 0.0 | $230k | 653.00 | 352.88 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $229k | 3.5k | 65.02 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $223k | 1.6k | 139.16 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $220k | 2.5k | 88.49 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $218k | 675.00 | 323.01 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $215k | 2.3k | 93.89 |
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| Applied Materials (AMAT) | 0.0 | $214k | 834.00 | 257.01 |
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| Caterpillar (CAT) | 0.0 | $209k | +4% | 364.00 | 572.87 |
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| LCNB (LCNB) | 0.0 | $208k | 13k | 16.39 |
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| Amphenol Corp Cl A (APH) | 0.0 | $205k | -33% | 1.5k | 135.14 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $199k | 4.3k | 45.89 |
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| Digital World Acquisition Co Class A (DJT) | 0.0 | $196k | +59% | 15k | 13.24 |
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| Public Storage (PSA) | 0.0 | $191k | +15% | 736.00 | 259.50 |
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| Lululemon Athletica (LULU) | 0.0 | $190k | +62% | 912.00 | 207.81 |
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| Intuit (INTU) | 0.0 | $188k | 283.00 | 662.42 |
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| Southwest Airlines (LUV) | 0.0 | $187k | +2% | 4.5k | 41.33 |
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| Boeing Company (BA) | 0.0 | $181k | +88% | 834.00 | 217.12 |
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| Dex (DXCM) | 0.0 | $180k | -9% | 2.7k | 66.37 |
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| L3harris Technologies (LHX) | 0.0 | $178k | -26% | 606.00 | 293.68 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $173k | +7% | 1.5k | 117.21 |
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| Stanley Black & Decker (SWK) | 0.0 | $171k | 2.3k | 74.28 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $171k | 300.00 | 570.88 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $171k | 356.00 | 480.57 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $169k | -13% | 1.4k | 123.26 |
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| Celestica (CLS) | 0.0 | $168k | 567.00 | 295.61 |
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| Edwards Lifesciences (EW) | 0.0 | $162k | -17% | 1.9k | 85.25 |
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| Halliburton Company (HAL) | 0.0 | $161k | -3% | 5.7k | 28.26 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $155k | 559.00 | 276.94 |
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| Servicenow (NOW) | 0.0 | $152k | +400% | 990.00 | 153.19 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $145k | 783.00 | 185.04 |
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| Howmet Aerospace (HWM) | 0.0 | $144k | 700.00 | 205.02 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $143k | 1.5k | 96.16 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $140k | 1.9k | 73.56 |
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| IDEXX Laboratories (IDXX) | 0.0 | $139k | 205.00 | 676.53 |
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $138k | 900.00 | 153.41 |
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| Moody's Corporation (MCO) | 0.0 | $138k | +97% | 270.00 | 510.85 |
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| Southern Company (SO) | 0.0 | $134k | +13% | 1.5k | 87.18 |
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| Nucor Corporation (NUE) | 0.0 | $134k | 822.00 | 163.11 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $131k | 736.00 | 177.37 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $128k | 274.00 | 468.76 |
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| American Axle & Manufact. Holdings | 0.0 | $128k | 20k | 6.41 |
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| AFLAC Incorporated (AFL) | 0.0 | $124k | +3% | 1.1k | 110.27 |
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| Cadence Design Systems (CDNS) | 0.0 | $123k | -18% | 394.00 | 312.58 |
|
| Anthem (ELV) | 0.0 | $122k | -6% | 349.00 | 350.55 |
|
| Jabil Circuit (JBL) | 0.0 | $120k | 527.00 | 228.02 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $120k | 225.00 | 532.81 |
|
|
| Synopsys (SNPS) | 0.0 | $119k | -10% | 254.00 | 469.72 |
|
| Norfolk Southern (NSC) | 0.0 | $119k | 412.00 | 288.72 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $117k | 2.7k | 42.70 |
|
|
| Fiserv (FI) | 0.0 | $113k | -27% | 1.7k | 67.17 |
|
| Global X Fds 1-3 Month T-bill (CLIP) | 0.0 | $113k | NEW | 1.1k | 100.11 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $112k | 2.6k | 43.64 |
|
|
| Eversource Energy (ES) | 0.0 | $111k | 1.6k | 67.33 |
|
|
| Block Cl A (XYZ) | 0.0 | $111k | 1.7k | 65.09 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $110k | +12% | 361.00 | 303.89 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $109k | 773.00 | 141.06 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $109k | +186% | 2.1k | 50.88 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $106k | 1.3k | 79.36 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $106k | 470.00 | 226.14 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $106k | 1.5k | 69.67 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $105k | 458.00 | 229.87 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $104k | 1.0k | 99.91 |
|
|
| State Street Corporation (STT) | 0.0 | $103k | 800.00 | 129.01 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $103k | 2.2k | 47.74 |
|
|
| H&R Block (HRB) | 0.0 | $100k | 2.3k | 43.58 |
|
|
| PPG Industries (PPG) | 0.0 | $99k | 968.00 | 102.46 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $99k | 640.00 | 154.14 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $97k | 1.7k | 58.38 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $97k | +7% | 1.8k | 53.94 |
|
| Astrazeneca Sponsored Adr | 0.0 | $97k | 1.1k | 91.93 |
|
|
| Qualcomm (QCOM) | 0.0 | $96k | -31% | 561.00 | 171.05 |
|
| Unum (UNM) | 0.0 | $96k | +18% | 1.2k | 77.50 |
|
| D-wave Quantum (QBTS) | 0.0 | $95k | 3.6k | 26.15 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $94k | +5% | 1.4k | 67.21 |
|
| Las Vegas Sands (LVS) | 0.0 | $94k | 1.4k | 65.09 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $93k | -18% | 4.2k | 22.15 |
|
| Coherent Corp (COHR) | 0.0 | $92k | 500.00 | 184.57 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $92k | 1.8k | 51.12 |
|
|
| Essex Property Trust (ESS) | 0.0 | $92k | 350.00 | 261.68 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $90k | -79% | 1.1k | 80.30 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $88k | 588.00 | 148.98 |
|
|
| PPL Corporation (PPL) | 0.0 | $88k | 2.5k | 35.02 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $87k | 660.00 | 131.59 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $86k | 2.1k | 41.08 |
|
|
| Landstar System (LSTR) | 0.0 | $86k | 600.00 | 143.70 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $84k | 1.1k | 78.81 |
|
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $83k | 982.00 | 84.88 |
|
|
| Msci (MSCI) | 0.0 | $83k | 145.00 | 573.73 |
|
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 2025 Q4 filed Feb. 5, 2026
- Center for Financial Planning 2025 Q3 filed Nov. 6, 2025
- Center for Financial Planning 2025 Q2 filed Aug. 4, 2025
- Center for Financial Planning 2025 Q1 filed April 22, 2025
- Center for Financial Planning 2024 Q4 filed Jan. 30, 2025
- Center for Financial Planning 2024 Q3 filed Oct. 16, 2024
- Center for Financial Planning 2024 Q2 filed July 18, 2024
- 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