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 67.67% of Center for Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: AGG, VOO, VO, AAPL, VSS, BUFD, QSPT, ABBV, FSIG, VHT.
- Started 56 new stock positions in SMCI, FBND, KNF, VTWO, SBAC, GLIBK, ECG, QS, UA, UNM.
- Reduced shares in these 10 stocks: VB, SPGI, IEFA, QMAR, VEA, VBK, QUAL, USFR, EAGG, MSI.
- Sold out of its positions in JEQ, ATI, AWAY, AIT, BMI, BLFS, CASY, CVCO, Chargepoint Holdings Inc Com Cl A, FIX.
- Center for Financial Planning was a net buyer of stock by $9.9M.
- Center for Financial Planning has $936M in assets under management (AUM), dropping by 7.31%.
- Central Index Key (CIK): 0001803557
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Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 660 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Center for Financial Planning has 660 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Center for Financial Planning Sept. 30, 2025 positions
- Download the Center for Financial Planning September 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) | 35.2 | $329M | 538k | 612.38 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 10.7 | $100M | +3% | 999k | 100.25 |
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| Ishares Tr Core Msci Eafe (IEFA) | 10.2 | $95M | 1.1M | 87.31 |
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| Vanguard Index Fds Small Cp Etf (VB) | 6.9 | $65M | -3% | 254k | 254.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.7 | $44M | +4% | 149k | 293.74 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $31M | 566k | 54.18 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.0 | $18M | 94k | 194.50 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $14M | 19.00 | 754200.00 |
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| Microsoft Corporation (MSFT) | 1.3 | $12M | 24k | 517.94 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $12M | 58k | 208.71 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $9.9M | 135k | 73.46 |
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| Apple (AAPL) | 0.9 | $8.2M | +14% | 32k | 254.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $7.2M | +2% | 14k | 502.74 |
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| Amazon (AMZN) | 0.6 | $5.6M | +4% | 25k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $5.4M | 17k | 315.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.8M | 20k | 243.55 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $4.3M | 8.9k | 479.61 |
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| Abbvie (ABBV) | 0.4 | $4.2M | +6% | 18k | 231.53 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.4 | $3.4M | +6% | 69k | 49.79 |
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| Raymond James Financial (RJF) | 0.4 | $3.3M | 19k | 172.60 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $3.3M | -5% | 11k | 297.61 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.3M | 5.0k | 666.15 |
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| Broadcom (AVGO) | 0.3 | $3.3M | +3% | 9.9k | 329.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $3.2M | 50k | 65.26 |
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| First Tr Exchange-traded Limited Duration (FSIG) | 0.3 | $3.2M | +8% | 164k | 19.21 |
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| Procter & Gamble Company (PG) | 0.3 | $3.0M | +4% | 19k | 153.65 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $2.9M | 3.9k | 746.63 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.9M | +6% | 16k | 185.42 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $2.8M | +29% | 19k | 142.55 |
|
| Nextera Energy (NEE) | 0.3 | $2.7M | +3% | 36k | 75.49 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.3 | $2.6M | +6% | 77k | 33.42 |
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| McKesson Corporation (MCK) | 0.3 | $2.5M | 3.3k | 772.54 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.5M | 7.7k | 328.17 |
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| Abbott Laboratories (ABT) | 0.3 | $2.4M | +3% | 18k | 133.94 |
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| Motorola Solutions Com New (MSI) | 0.2 | $2.2M | -6% | 4.9k | 457.29 |
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| American Express Company (AXP) | 0.2 | $2.2M | 6.6k | 332.16 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.1M | +2% | 12k | 186.49 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $2.1M | -7% | 44k | 48.03 |
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| Home Depot (HD) | 0.2 | $2.0M | +2% | 5.0k | 405.22 |
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| Chevron Corporation (CVX) | 0.2 | $1.9M | 13k | 155.29 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | 4.0k | 485.02 |
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| Pepsi (PEP) | 0.2 | $1.9M | +10% | 13k | 140.44 |
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| Stryker Corporation (SYK) | 0.2 | $1.9M | 5.1k | 369.67 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.8M | 5.8k | 307.88 |
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| salesforce (CRM) | 0.2 | $1.7M | 7.4k | 237.01 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.7M | +7% | 16k | 112.75 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.7M | 22k | 79.94 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.6M | +3% | 8.7k | 186.58 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.6M | +4% | 4.3k | 374.29 |
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| McDonald's Corporation (MCD) | 0.2 | $1.6M | +6% | 5.3k | 303.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.6M | -2% | 13k | 118.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.5M | 6.3k | 243.09 |
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| Coca-Cola Company (KO) | 0.2 | $1.5M | 23k | 66.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.5M | 2.2k | 669.30 |
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| Tesla Motors (TSLA) | 0.1 | $1.4M | -7% | 3.1k | 444.72 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | +16% | 13k | 103.06 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.2M | 24k | 50.07 |
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| 3M Company (MMM) | 0.1 | $1.1M | 7.4k | 155.18 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.1M | 4.8k | 236.38 |
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| Illinois Tool Works (ITW) | 0.1 | $1.1M | 4.3k | 260.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | +14% | 1.8k | 600.37 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | +18% | 4.8k | 215.77 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.0M | 21k | 48.84 |
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| Merck & Co (MRK) | 0.1 | $1.0M | +2% | 12k | 83.93 |
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| Philip Morris International (PM) | 0.1 | $964k | 5.9k | 162.20 |
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| American Tower Reit (AMT) | 0.1 | $950k | +8% | 4.9k | 192.32 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $921k | 20k | 45.21 |
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| Meta Platforms Cl A (META) | 0.1 | $918k | 1.3k | 734.43 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $901k | -16% | 15k | 59.92 |
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| Emerson Electric (EMR) | 0.1 | $887k | 6.8k | 131.18 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $883k | 12k | 72.44 |
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| Trane Technologies SHS (TT) | 0.1 | $880k | -2% | 2.1k | 421.90 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $870k | 9.0k | 96.55 |
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| International Business Machines (IBM) | 0.1 | $851k | 3.0k | 282.20 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $842k | +6% | 4.4k | 192.76 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $842k | 4.8k | 176.81 |
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| Omni (OMC) | 0.1 | $801k | 9.8k | 81.53 |
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| Progressive Corporation (PGR) | 0.1 | $783k | 3.2k | 246.95 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $776k | 3.2k | 241.96 |
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| Agree Realty Corporation (ADC) | 0.1 | $727k | 10k | 71.04 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $698k | 12k | 56.75 |
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| Cisco Systems (CSCO) | 0.1 | $697k | -4% | 10k | 68.42 |
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| Visa Com Cl A (V) | 0.1 | $694k | 2.0k | 341.44 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $692k | 5.5k | 125.86 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $675k | -2% | 6.1k | 110.59 |
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| DTE Energy Company (DTE) | 0.1 | $672k | 4.8k | 141.44 |
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| Ford Motor Company (F) | 0.1 | $662k | 55k | 11.96 |
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| Netflix (NFLX) | 0.1 | $651k | 543.00 | 1198.92 |
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| Advanced Micro Devices (AMD) | 0.1 | $648k | 4.0k | 161.79 |
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| Cme (CME) | 0.1 | $608k | +16% | 2.3k | 270.20 |
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| Danaher Corporation (DHR) | 0.1 | $606k | 3.1k | 198.26 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $604k | NEW | 22k | 27.64 |
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| Chubb (CB) | 0.1 | $601k | +7% | 2.1k | 282.26 |
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| Eli Lilly & Co. (LLY) | 0.1 | $599k | 785.00 | 763.00 |
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| Analog Devices (ADI) | 0.1 | $599k | +37% | 2.4k | 245.70 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $591k | 13k | 44.69 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT) | 0.1 | $588k | NEW | 19k | 31.05 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $569k | 20k | 29.11 |
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| Arista Networks Com Shs (ANET) | 0.1 | $568k | 3.9k | 145.71 |
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| Ge Vernova (GEV) | 0.1 | $566k | 921.00 | 614.90 |
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| General Mills (GIS) | 0.1 | $554k | 11k | 50.42 |
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| Air Products & Chemicals (APD) | 0.1 | $545k | +5% | 2.0k | 272.72 |
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| Oracle Corporation (ORCL) | 0.1 | $527k | -9% | 1.9k | 281.24 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $516k | 7.6k | 67.83 |
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| Dover Corporation (DOV) | 0.1 | $513k | 3.1k | 166.83 |
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| Darden Restaurants (DRI) | 0.1 | $509k | +15% | 2.7k | 190.36 |
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| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 0.1 | $504k | 9.8k | 51.41 |
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| Us Bancorp Del Com New (USB) | 0.1 | $500k | 10k | 48.33 |
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| Medtronic SHS (MDT) | 0.1 | $496k | +7% | 5.2k | 95.24 |
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| TJX Companies (TJX) | 0.1 | $495k | -2% | 3.4k | 144.56 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $490k | -3% | 2.9k | 167.33 |
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| UnitedHealth (UNH) | 0.1 | $487k | +19% | 1.4k | 345.40 |
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| Verizon Communications (VZ) | 0.1 | $485k | +13% | 11k | 43.95 |
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| Dana Holding Corporation (DAN) | 0.1 | $481k | 24k | 20.04 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $477k | 5.1k | 93.37 |
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| S&p Global (SPGI) | 0.1 | $476k | -59% | 978.00 | 486.71 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $467k | 2.4k | 195.86 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $456k | +5% | 4.1k | 109.95 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $455k | 2.0k | 227.70 |
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| Public Service Enterprise (PEG) | 0.0 | $454k | +9% | 5.4k | 83.46 |
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| Allstate Corporation (ALL) | 0.0 | $453k | 2.1k | 214.66 |
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| Walt Disney Company (DIS) | 0.0 | $448k | +20% | 3.9k | 114.50 |
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| Realty Income (O) | 0.0 | $444k | +8% | 7.3k | 60.79 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $427k | +111% | 1.6k | 259.60 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $395k | 23k | 17.27 |
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| Altria (MO) | 0.0 | $386k | 5.8k | 66.06 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $381k | +11% | 12k | 31.42 |
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| Amgen (AMGN) | 0.0 | $381k | +79% | 1.3k | 282.29 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $375k | 3.5k | 106.49 |
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| Yum! Brands (YUM) | 0.0 | $373k | +36% | 2.5k | 151.99 |
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| Pfizer (PFE) | 0.0 | $365k | 14k | 25.48 |
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| Cummins (CMI) | 0.0 | $363k | +8% | 860.00 | 422.37 |
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| At&t (T) | 0.0 | $361k | -2% | 13k | 28.24 |
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| Ge Aerospace Com New (GE) | 0.0 | $353k | 1.2k | 300.82 |
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| Fidelity National Information Services (FIS) | 0.0 | $346k | +19% | 5.2k | 65.94 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $342k | 5.5k | 62.47 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $326k | +96% | 1.1k | 309.74 |
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| Best Buy (BBY) | 0.0 | $324k | +5% | 4.3k | 75.62 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $315k | 8.0k | 39.19 |
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| Iqvia Holdings (IQV) | 0.0 | $308k | 1.6k | 189.94 |
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| Fiserv (FI) | 0.0 | $299k | 2.3k | 128.93 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $295k | -21% | 591.00 | 499.21 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) | 0.0 | $289k | -67% | 9.0k | 32.18 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $287k | 2.6k | 111.22 |
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| Amphenol Corp Cl A (APH) | 0.0 | $282k | -3% | 2.3k | 123.75 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $278k | +19% | 782.00 | 355.47 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $276k | +25% | 2.0k | 140.95 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $268k | -7% | 2.4k | 113.04 |
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| Rockwell Automation (ROK) | 0.0 | $268k | 767.00 | 349.53 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $261k | -30% | 558.00 | 468.41 |
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| Diamondback Energy (FANG) | 0.0 | $258k | -20% | 1.8k | 143.08 |
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| Bank of America Corporation (BAC) | 0.0 | $255k | 4.9k | 51.59 |
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| L3harris Technologies (LHX) | 0.0 | $252k | -2% | 824.00 | 305.46 |
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| Costco Wholesale Corporation (COST) | 0.0 | $249k | -11% | 269.00 | 925.63 |
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| Steris Shs Usd (STE) | 0.0 | $244k | 987.00 | 247.44 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.0 | $237k | 2.7k | 88.65 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $237k | 245.00 | 968.09 |
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| Aon Shs Cl A (AON) | 0.0 | $233k | 653.00 | 356.58 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $227k | -7% | 2.5k | 91.42 |
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| Henry Schein (HSIC) | 0.0 | $226k | 3.4k | 66.37 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $225k | 1.6k | 140.05 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $224k | 3.5k | 64.38 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $222k | +50% | 4.9k | 45.78 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $222k | 2.3k | 97.08 |
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| Uber Technologies (UBER) | 0.0 | $219k | -9% | 2.2k | 97.97 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $216k | 675.00 | 320.04 |
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| United Parcel Service CL B (UPS) | 0.0 | $214k | +4% | 2.6k | 83.53 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $205k | 458.00 | 447.23 |
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| Dex (DXCM) | 0.0 | $200k | 3.0k | 67.29 |
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| Manulife Finl Corp (MFC) | 0.0 | $199k | 6.4k | 31.15 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $197k | 4.3k | 45.42 |
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| Intuit (INTU) | 0.0 | $193k | 283.00 | 682.91 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $191k | +20% | 1.6k | 120.72 |
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| LCNB (LCNB) | 0.0 | $190k | 13k | 14.99 |
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| Public Storage (PSA) | 0.0 | $184k | 636.00 | 288.85 |
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| Servicenow (NOW) | 0.0 | $182k | 198.00 | 920.28 |
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| Edwards Lifesciences (EW) | 0.0 | $181k | -8% | 2.3k | 77.77 |
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| Stanley Black & Decker (SWK) | 0.0 | $172k | 2.3k | 74.33 |
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| Applied Materials (AMAT) | 0.0 | $171k | 834.00 | 204.73 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $171k | 300.00 | 568.81 |
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| Cadence Design Systems (CDNS) | 0.0 | $170k | +48% | 483.00 | 351.26 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $170k | 1.4k | 123.75 |
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| Caterpillar (CAT) | 0.0 | $167k | 350.00 | 477.15 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $165k | 356.00 | 463.74 |
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| Mfs Mun Income Tr Sh Ben Int (MFM) | 0.0 | $162k | NEW | 30k | 5.39 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $157k | -39% | 464.00 | 337.49 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $155k | 567.00 | 273.65 |
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| Rigetti Computing Common Stock (RGTI) | 0.0 | $153k | 5.1k | 29.79 |
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| Digital World Acquisition Co Class A (DJT) | 0.0 | $153k | 9.3k | 16.42 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $148k | +108% | 783.00 | 189.41 |
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| Halliburton Company (HAL) | 0.0 | $145k | 5.9k | 24.60 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $144k | 1.5k | 96.46 |
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| Southwest Airlines (LUV) | 0.0 | $142k | -4% | 4.4k | 31.91 |
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| Synopsys (SNPS) | 0.0 | $141k | +39% | 285.00 | 493.39 |
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| Celestica (CLS) | 0.0 | $140k | 567.00 | 246.38 |
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| Howmet Aerospace (HWM) | 0.0 | $137k | 700.00 | 196.23 |
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| Qualcomm (QCOM) | 0.0 | $136k | 820.00 | 166.36 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $136k | +102% | 1.9k | 71.37 |
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $136k | 900.00 | 150.82 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $134k | 274.00 | 490.38 |
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| IDEXX Laboratories (IDXX) | 0.0 | $131k | -7% | 205.00 | 638.89 |
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| Southern Company (SO) | 0.0 | $129k | +80% | 1.4k | 94.74 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $129k | 736.00 | 174.58 |
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| Oge Energy Corp (OGE) | 0.0 | $127k | 2.7k | 46.27 |
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| Nuveen Muni Value Fund (NUV) | 0.0 | $127k | NEW | 14k | 8.98 |
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| Norfolk Southern (NSC) | 0.0 | $124k | 412.00 | 300.41 |
|
|
| Block Cl A (XYZ) | 0.0 | $123k | +4% | 1.7k | 72.27 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $122k | 840.00 | 145.65 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $121k | 1.1k | 111.70 |
|
|
| Anthem (ELV) | 0.0 | $121k | 375.00 | 323.12 |
|
|
| American Axle & Manufact. Holdings (AXL) | 0.0 | $120k | 20k | 6.01 |
|
|
| Dupont De Nemours (DD) | 0.0 | $119k | +79% | 1.5k | 77.89 |
|
| Eversource Energy (ES) | 0.0 | $117k | 1.6k | 71.14 |
|
|
| H&R Block (HRB) | 0.0 | $117k | 2.3k | 50.57 |
|
|
| Jabil Circuit (JBL) | 0.0 | $114k | 527.00 | 217.17 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $112k | 225.00 | 498.78 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $112k | +30% | 615.00 | 182.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $112k | -3% | 316.00 | 352.75 |
|
| Nucor Corporation (NUE) | 0.0 | $111k | 822.00 | 135.43 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $110k | 1.6k | 67.06 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $109k | 640.00 | 170.85 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $108k | 2.6k | 42.03 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $107k | 773.00 | 137.80 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $105k | -42% | 458.00 | 229.99 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $104k | 1.5k | 68.46 |
|
|
| PPG Industries (PPG) | 0.0 | $102k | 968.00 | 105.11 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $101k | 1.3k | 75.39 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $100k | +27% | 562.00 | 177.93 |
|
| Eaton Vance Natl Mun Opport Com Shs (EOT) | 0.0 | $100k | NEW | 6.0k | 16.64 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $99k | +35% | 1.0k | 95.47 |
|
| Boeing Company (BA) | 0.0 | $95k | 442.00 | 215.83 |
|
|
| Essex Property Trust (ESS) | 0.0 | $94k | 350.00 | 267.66 |
|
|
| PPL Corporation (PPL) | 0.0 | $93k | 2.5k | 37.16 |
|
|
| State Street Corporation (STT) | 0.0 | $93k | 800.00 | 116.01 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $92k | +17% | 2.2k | 42.92 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $91k | 1.8k | 50.90 |
|
|
| D-wave Quantum (QBTS) | 0.0 | $90k | 3.6k | 24.71 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $89k | 320.00 | 279.29 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $88k | NEW | 202.00 | 435.46 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $88k | -6% | 1.3k | 65.93 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $88k | +242% | 418.00 | 209.34 |
|
| Corteva (CTVA) | 0.0 | $87k | +52% | 1.3k | 67.60 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $86k | 660.00 | 129.72 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $86k | 588.00 | 145.60 |
|
|
| U.S. Physical Therapy (USPH) | 0.0 | $85k | 1.0k | 84.95 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $84k | 1.1k | 78.91 |
|
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $83k | 982.00 | 84.00 |
|
|
| Msci (MSCI) | 0.0 | $82k | 145.00 | 567.41 |
|
|
| Venture Global Com Cl A (VG) | 0.0 | $82k | 5.8k | 14.19 |
|
|
| ResMed (RMD) | 0.0 | $82k | 300.00 | 273.73 |
|
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 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
- Center for Financial Planning 2021 Q4 filed Feb. 8, 2022