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, AGG, VBR, VB, and represent 67.54% of Center for Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: AGG, AVGO, IEFA, VB, MCD, VOO, VBR, PEP, ADI, FIS.
- Started 33 new stock positions in ADI, AWAY, VRT, Te Connectivity, WKHS, FUBO, LUMN, AMRN, URA, NOK.
- Reduced shares in these 10 stocks: CSCO, SPY, AAPL, MSFT, ADC, AMZN, VXUS, CB, GOOG, VZ.
- Sold out of its positions in ARKF, AL, BUD, APA, ASXC, BIGZ, CEVA, DXC, DPG, HDRO.
- Center for Financial Planning was a net buyer of stock by $1.8M.
- Center for Financial Planning has $737M in assets under management (AUM), dropping by 6.55%.
- Central Index Key (CIK): 0001803557
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Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 580 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Center for Financial Planning has 580 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Center for Financial Planning Sept. 30, 2024 positions
- Download the Center for Financial Planning September 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) | 37.7 | $278M | 526k | 527.67 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 11.0 | $81M | 1.0M | 78.05 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 7.3 | $54M | +8% | 534k | 101.27 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 6.8 | $50M | 248k | 200.78 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.8 | $35M | 149k | 237.21 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.5 | $26M | 539k | 47.85 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.4 | $18M | 98k | 179.30 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.8 | $13M | 19.00 | 691180.00 |
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| Microsoft Corporation (MSFT) | 1.7 | $13M | -3% | 30k | 430.30 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.2 | $9.0M | -3% | 140k | 64.74 |
|
| Apple (AAPL) | 0.9 | $6.8M | -6% | 29k | 233.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.1M | -2% | 13k | 460.26 |
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| Amazon (AMZN) | 0.6 | $4.4M | -6% | 24k | 186.33 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.7M | -3% | 17k | 210.86 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $3.6M | 13k | 267.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.4M | -6% | 20k | 167.19 |
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| Procter & Gamble Company (PG) | 0.5 | $3.4M | 20k | 173.20 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.2M | 8.3k | 383.93 |
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| Abbvie (ABBV) | 0.4 | $2.9M | -2% | 15k | 197.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.9M | -18% | 5.1k | 573.81 |
|
| Nextera Energy (NEE) | 0.4 | $2.9M | -2% | 34k | 84.53 |
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| Raymond James Financial (RJF) | 0.4 | $2.9M | -2% | 23k | 122.46 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.5M | 41k | 62.32 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.5M | -3% | 4.0k | 618.57 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.4M | 15k | 162.06 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $2.3M | 4.0k | 586.52 |
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| Motorola Solutions Com New (MSI) | 0.3 | $2.3M | -5% | 5.0k | 449.63 |
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| Colgate-Palmolive Company (CL) | 0.3 | $2.2M | -3% | 22k | 103.81 |
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| Pepsi (PEP) | 0.3 | $2.2M | +22% | 13k | 170.04 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $2.1M | 43k | 48.59 |
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| salesforce (CRM) | 0.3 | $2.0M | -4% | 7.4k | 273.71 |
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| Abbott Laboratories (ABT) | 0.3 | $1.9M | -4% | 17k | 114.01 |
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| Chevron Corporation (CVX) | 0.3 | $1.9M | -4% | 13k | 147.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.9M | -2% | 6.6k | 283.16 |
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| Home Depot (HD) | 0.3 | $1.9M | -11% | 4.6k | 405.16 |
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| American Express Company (AXP) | 0.2 | $1.8M | -6% | 6.8k | 271.20 |
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| Stryker Corporation (SYK) | 0.2 | $1.8M | -5% | 5.0k | 361.26 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.7M | -5% | 15k | 117.22 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.7M | -10% | 9.9k | 174.57 |
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| Merck & Co (MRK) | 0.2 | $1.7M | -3% | 15k | 113.56 |
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| Coca-Cola Company (KO) | 0.2 | $1.7M | -3% | 23k | 71.86 |
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| McKesson Corporation (MCK) | 0.2 | $1.6M | -3% | 3.2k | 494.42 |
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| McDonald's Corporation (MCD) | 0.2 | $1.6M | +59% | 5.2k | 304.52 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.5M | 5.7k | 263.31 |
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| Broadcom (AVGO) | 0.2 | $1.5M | +865% | 8.5k | 172.50 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.4M | -4% | 4.3k | 331.47 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.3M | 5.1k | 263.83 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.3M | -7% | 10k | 125.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.3M | 7.7k | 165.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.3M | 11k | 116.96 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | -8% | 4.7k | 246.49 |
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| Illinois Tool Works (ITW) | 0.2 | $1.1M | -11% | 4.3k | 262.07 |
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| S&p Global (SPGI) | 0.1 | $1.1M | 2.1k | 516.62 |
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| 3M Company (MMM) | 0.1 | $1.0M | -8% | 7.5k | 136.70 |
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| American Tower Reit (AMT) | 0.1 | $1.0M | -9% | 4.3k | 232.56 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $961k | 18k | 52.81 |
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| Omni (OMC) | 0.1 | $953k | -3% | 9.2k | 103.39 |
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| Tesla Motors (TSLA) | 0.1 | $887k | 3.4k | 261.63 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $845k | -17% | 21k | 40.63 |
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| General Mills (GIS) | 0.1 | $825k | -11% | 11k | 73.85 |
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| Wal-Mart Stores (WMT) | 0.1 | $818k | 10k | 80.75 |
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| Trane Technologies SHS (TT) | 0.1 | $811k | 2.1k | 388.81 |
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| Progressive Corporation (PGR) | 0.1 | $805k | -5% | 3.2k | 253.76 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $794k | -2% | 4.8k | 166.82 |
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| Ford Motor Company (F) | 0.1 | $779k | 74k | 10.56 |
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| Agree Realty Corporation (ADC) | 0.1 | $771k | -30% | 10k | 75.33 |
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| Danaher Corporation (DHR) | 0.1 | $768k | -12% | 2.8k | 278.02 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $758k | 12k | 62.20 |
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| Emerson Electric (EMR) | 0.1 | $740k | -12% | 6.8k | 109.37 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $727k | 8.2k | 88.14 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $714k | 3.2k | 220.89 |
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| NVIDIA Corporation (NVDA) | 0.1 | $708k | +2% | 5.8k | 121.44 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $708k | 6.6k | 107.66 |
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| DTE Energy Company (DTE) | 0.1 | $684k | +7% | 5.3k | 128.40 |
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| Eli Lilly & Co. (LLY) | 0.1 | $684k | 772.00 | 885.94 |
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| International Business Machines (IBM) | 0.1 | $677k | 3.1k | 221.11 |
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| Philip Morris International (PM) | 0.1 | $671k | 5.5k | 121.40 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $663k | 4.1k | 162.93 |
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| UnitedHealth (UNH) | 0.1 | $651k | +35% | 1.1k | 584.78 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $626k | +3% | 5.1k | 122.47 |
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| Cisco Systems (CSCO) | 0.1 | $611k | -61% | 12k | 53.22 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $604k | -23% | 14k | 44.26 |
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| Meta Platforms Cl A (META) | 0.1 | $594k | +5% | 1.0k | 572.46 |
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| Dover Corporation (DOV) | 0.1 | $589k | 3.1k | 191.74 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $551k | 13k | 41.69 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $523k | 6.5k | 80.37 |
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| Air Products & Chemicals (APD) | 0.1 | $517k | -15% | 1.7k | 297.74 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $514k | 10k | 51.12 |
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| Chubb (CB) | 0.1 | $501k | -36% | 1.7k | 288.41 |
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| Advanced Micro Devices (AMD) | 0.1 | $500k | +5% | 3.0k | 164.08 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $500k | 866.00 | 576.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $489k | 1.0k | 488.07 |
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| Medtronic SHS (MDT) | 0.1 | $478k | -4% | 5.3k | 90.03 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $475k | 2.0k | 240.05 |
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| Pfizer (PFE) | 0.1 | $466k | -3% | 16k | 28.94 |
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| Verizon Communications (VZ) | 0.1 | $459k | -34% | 10k | 44.91 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $438k | 7.6k | 57.53 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $436k | 10k | 41.77 |
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| Cme (CME) | 0.1 | $432k | 2.0k | 220.66 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $427k | 5.1k | 83.63 |
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| United Parcel Service CL B (UPS) | 0.1 | $426k | 3.1k | 136.34 |
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| Visa Com Cl A (V) | 0.1 | $416k | 1.5k | 275.00 |
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| Us Bancorp Del Com New (USB) | 0.1 | $413k | 9.0k | 45.73 |
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| Fiserv (FI) | 0.1 | $413k | 2.3k | 179.65 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $412k | 1.1k | 375.38 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $403k | 5.5k | 73.67 |
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| Intercontinental Exchange (ICE) | 0.1 | $400k | 2.5k | 160.67 |
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| Iqvia Holdings (IQV) | 0.1 | $382k | 1.6k | 236.97 |
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| L3harris Technologies (LHX) | 0.1 | $373k | 1.6k | 237.82 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $365k | 25k | 14.70 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $360k | 3.0k | 121.16 |
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| Walt Disney Company (DIS) | 0.0 | $358k | 3.7k | 96.18 |
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| Public Service Enterprise (PEG) | 0.0 | $357k | 4.0k | 89.21 |
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| At&t (T) | 0.0 | $351k | 16k | 22.00 |
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| Best Buy (BBY) | 0.0 | $350k | 3.4k | 103.30 |
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| Darden Restaurants (DRI) | 0.0 | $341k | 2.1k | 164.13 |
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| Analog Devices (ADI) | 0.0 | $321k | NEW | 1.4k | 230.17 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $318k | 2.1k | 151.62 |
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| Allstate Corporation (ALL) | 0.0 | $317k | 1.7k | 189.61 |
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| Arista Networks (ANET) | 0.0 | $307k | 800.00 | 383.82 |
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| Devon Energy Corporation (DVN) | 0.0 | $307k | 7.8k | 39.12 |
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| Fidelity National Information Services (FIS) | 0.0 | $303k | +2377% | 3.6k | 83.75 |
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| TJX Companies (TJX) | 0.0 | $302k | -23% | 2.6k | 117.53 |
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| Altria (MO) | 0.0 | $301k | 5.9k | 51.04 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $298k | +1971% | 5.2k | 57.62 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $286k | 3.7k | 78.37 |
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| Netflix (NFLX) | 0.0 | $284k | 400.00 | 709.27 |
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| Costco Wholesale Corporation (COST) | 0.0 | $276k | 311.00 | 886.52 |
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| Oracle Corporation (ORCL) | 0.0 | $274k | 1.6k | 170.40 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $272k | 3.5k | 77.61 |
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| Public Storage (PSA) | 0.0 | $268k | 736.00 | 363.87 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $260k | 2.7k | 97.42 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $259k | 443.00 | 584.56 |
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| Stanley Black & Decker (SWK) | 0.0 | $254k | -26% | 2.3k | 110.13 |
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| Edwards Lifesciences (EW) | 0.0 | $254k | 3.8k | 65.99 |
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| Dana Holding Corporation (DAN) | 0.0 | $253k | 24k | 10.56 |
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| Yum! Brands (YUM) | 0.0 | $252k | +2715% | 1.8k | 139.68 |
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| Henry Schein (HSIC) | 0.0 | $248k | 3.4k | 72.90 |
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| Amgen (AMGN) | 0.0 | $242k | -6% | 750.00 | 322.21 |
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| Diamondback Energy (FANG) | 0.0 | $235k | 1.4k | 172.38 |
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| Steris Shs Usd (STE) | 0.0 | $235k | 967.00 | 242.54 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $233k | 2.3k | 101.87 |
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| Rockwell Automation (ROK) | 0.0 | $233k | -14% | 867.00 | 268.46 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $232k | 2.7k | 86.82 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $232k | 1.6k | 142.04 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $227k | 1.8k | 128.20 |
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| Aon Shs Cl A (AON) | 0.0 | $226k | -23% | 653.00 | 345.99 |
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| Ge Aerospace Com New (GE) | 0.0 | $221k | 1.2k | 188.58 |
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| WPP Adr (WPP) | 0.0 | $214k | -37% | 4.2k | 51.16 |
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| Bank of America Corporation (BAC) | 0.0 | $208k | +6% | 5.3k | 39.68 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $203k | 714.00 | 284.00 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $197k | 3.3k | 59.23 |
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| Anthem (ELV) | 0.0 | $195k | 375.00 | 520.00 |
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| LCNB (LCNB) | 0.0 | $191k | 13k | 15.07 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $180k | 4.3k | 41.55 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $172k | -14% | 406.00 | 423.12 |
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| Halliburton Company (HAL) | 0.0 | $167k | 5.7k | 29.05 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $162k | 1.4k | 115.30 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $151k | 535.00 | 281.37 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $148k | 300.00 | 493.80 |
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| H&R Block (HRB) | 0.0 | $146k | 2.3k | 63.55 |
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| Adtalem Global Ed (ATGE) | 0.0 | $144k | 1.9k | 75.48 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $141k | +8% | 1.8k | 78.64 |
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| Southwest Airlines (LUV) | 0.0 | $137k | +247% | 4.6k | 29.63 |
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| Caterpillar (CAT) | 0.0 | $137k | 350.00 | 391.12 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $136k | 618.00 | 220.05 |
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| Qualcomm (QCOM) | 0.0 | $135k | 796.00 | 170.05 |
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| Dex (DXCM) | 0.0 | $129k | 1.9k | 67.04 |
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $129k | 900.00 | 142.88 |
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| PPG Industries (PPG) | 0.0 | $128k | 968.00 | 132.46 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $127k | 258.00 | 491.27 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $125k | 1.2k | 99.66 |
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| Nucor Corporation (NUE) | 0.0 | $124k | 822.00 | 150.34 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $123k | 736.00 | 167.67 |
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| AFLAC Incorporated (AFL) | 0.0 | $123k | 1.1k | 111.80 |
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| Eversource Energy (ES) | 0.0 | $123k | 1.8k | 68.05 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $117k | 2.1k | 55.63 |
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| Caci Intl Cl A (CACI) | 0.0 | $114k | 225.00 | 504.56 |
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| Landstar System (LSTR) | 0.0 | $113k | 600.00 | 188.87 |
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| Oge Energy Corp (OGE) | 0.0 | $112k | 2.7k | 41.02 |
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| IDEXX Laboratories (IDXX) | 0.0 | $112k | 221.00 | 505.22 |
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| CVS Caremark Corporation (CVS) | 0.0 | $107k | -8% | 1.7k | 62.87 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $104k | 332.00 | 314.39 |
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| Carrier Global Corporation (CARR) | 0.0 | $104k | -2% | 1.3k | 80.49 |
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| Essex Property Trust (ESS) | 0.0 | $103k | 350.00 | 295.42 |
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| Jabil Circuit (JBL) | 0.0 | $100k | 837.00 | 119.83 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $100k | 650.00 | 153.13 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $99k | 1.5k | 64.86 |
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| Target Corporation (TGT) | 0.0 | $97k | +6% | 623.00 | 155.83 |
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| Dupont De Nemours (DD) | 0.0 | $95k | +108% | 1.1k | 89.10 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $90k | 1.1k | 78.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $86k | -41% | 433.00 | 198.06 |
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| Enterprise Products Partners (EPD) | 0.0 | $85k | 2.9k | 29.11 |
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| U.S. Physical Therapy (USPH) | 0.0 | $85k | 1.0k | 84.63 |
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| Bristol Myers Squibb (BMY) | 0.0 | $84k | -5% | 1.6k | 51.74 |
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| BP Sponsored Adr (BP) | 0.0 | $83k | 2.7k | 31.39 |
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| PPL Corporation (PPL) | 0.0 | $83k | 2.5k | 33.08 |
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| Yum China Holdings (YUMC) | 0.0 | $82k | +1151% | 1.8k | 45.01 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $82k | 660.00 | 123.62 |
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| Dow (DOW) | 0.0 | $80k | +62% | 1.5k | 54.63 |
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| Smartsheet Com Cl A (SMAR) | 0.0 | $79k | 1.4k | 55.36 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $79k | -17% | 934.00 | 84.53 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $78k | -8% | 752.00 | 103.94 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $78k | 814.00 | 95.75 |
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| Boeing Company (BA) | 0.0 | $76k | -42% | 502.00 | 152.04 |
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| Credit Acceptance (CACC) | 0.0 | $75k | -74% | 170.00 | 443.42 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $75k | 982.00 | 76.68 |
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| Moody's Corporation (MCO) | 0.0 | $75k | 158.00 | 474.59 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $75k | -25% | 1.2k | 61.57 |
|
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.0 | $75k | 1.2k | 60.96 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $74k | 588.00 | 126.18 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $74k | 390.00 | 189.80 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $74k | +19% | 947.00 | 78.03 |
|
| ResMed (RMD) | 0.0 | $73k | 300.00 | 244.12 |
|
|
| Applied Materials (AMAT) | 0.0 | $73k | +89% | 359.00 | 202.08 |
|
| Intuit (INTU) | 0.0 | $71k | 115.00 | 621.00 |
|
|
| State Street Corporation (STT) | 0.0 | $71k | 800.00 | 88.47 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $70k | 700.00 | 100.25 |
|
|
| Asana Cl A (ASAN) | 0.0 | $70k | NEW | 6.0k | 11.59 |
|
| FirstEnergy (FE) | 0.0 | $69k | 1.6k | 44.35 |
|
|
| Consolidated Edison (ED) | 0.0 | $69k | 660.00 | 104.13 |
|
|
| Moderna (MRNA) | 0.0 | $66k | 988.00 | 66.83 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $65k | 375.00 | 174.05 |
|
|
| Kroger (KR) | 0.0 | $65k | +1026% | 1.1k | 57.30 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.0 | $64k | NEW | 1.4k | 45.49 |
|
| Oneok (OKE) | 0.0 | $64k | 697.00 | 91.13 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $61k | 2.1k | 29.55 |
|
|
| HEICO Corporation (HEI) | 0.0 | $61k | 233.00 | 261.48 |
|
|
| Ge Vernova (GEV) | 0.0 | $60k | -16% | 236.00 | 254.98 |
|
| Equinix (EQIX) | 0.0 | $60k | 67.00 | 889.33 |
|
|
| Gentex Corporation (GNTX) | 0.0 | $59k | 2.0k | 29.69 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $59k | 941.00 | 63.00 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $59k | 332.00 | 178.17 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $59k | 984.00 | 59.74 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $57k | 989.00 | 57.42 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $57k | 205.00 | 276.73 |
|
|
| EastGroup Properties (EGP) | 0.0 | $56k | 300.00 | 186.82 |
|
|
| Synchrony Financial (SYF) | 0.0 | $55k | 1.1k | 49.86 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $53k | -2% | 1.3k | 41.95 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $53k | 2.1k | 25.13 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $53k | 187.00 | 282.20 |
|
|
| Corteva (CTVA) | 0.0 | $52k | +161% | 892.00 | 58.76 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $52k | 101.00 | 517.78 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $52k | 671.00 | 77.91 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $52k | NEW | 793.00 | 65.92 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $52k | 500.00 | 103.27 |
|
|
| WD-40 Company (WDFC) | 0.0 | $52k | 200.00 | 257.88 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $51k | 249.00 | 206.36 |
|
|
| Exelon Corporation (EXC) | 0.0 | $51k | 1.3k | 40.55 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $51k | +1587% | 3.2k | 16.07 |
|
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 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
- 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