Center for Financial Planning

Latest statistics and disclosures from Center for Financial Planning's latest quarterly 13F-HR filing:

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Portfolio Holdings for Center for Financial Planning

Companies in the Center for Financial Planning portfolio as of the March 2021 quarterly 13F filing

Center for Financial Planning has 531 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 20.7 $79M +5% 217k 364.30
Ishares Tr Core Msci Eafe (IEFA) 14.9 $57M 793k 72.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 11.9 $46M 375k 121.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 10.2 $39M -12% 236k 165.61
Vanguard Index Fds Small Cp Etf (VB) 5.6 $22M -2% 100k 214.08
Microsoft Corporation (MSFT) 1.9 $7.4M +6% 31k 235.77
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.9 $7.3M 19.00 385684.21
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $7.1M -2% 114k 62.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $4.1M +8% 79k 52.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $3.9M -3% 16k 255.47
Apple (AAPL) 0.9 $3.3M +3% 27k 122.13
Amazon (AMZN) 0.8 $2.9M +8% 948.00 3093.88
Procter & Gamble Company (PG) 0.7 $2.7M +5% 20k 135.42
JPMorgan Chase & Co. (JPM) 0.7 $2.6M -2% 17k 152.25

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Nextera Energy (NEE) 0.7 $2.5M +4% 33k 75.62
Vanguard Index Fds Growth Etf (VUG) 0.6 $2.2M 8.6k 257.03
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.1M 1.0k 2068.67
Raymond James Financial (RJF) 0.5 $2.1M 17k 122.55
Johnson & Johnson (JNJ) 0.5 $2.1M 13k 164.37
Thermo Fisher Scientific (TMO) 0.5 $2.0M 4.3k 456.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.8M +138% 4.6k 396.25
Abbott Laboratories (ABT) 0.5 $1.8M +7% 15k 119.86
3M Company (MMM) 0.4 $1.7M 8.7k 192.73
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $1.6M +231% 33k 49.10
Chevron Corporation (CVX) 0.4 $1.6M 15k 104.79
Pepsi (PEP) 0.4 $1.5M 11k 141.48
Vanguard Index Fds Value Etf (VTV) 0.4 $1.5M +13% 11k 131.45
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $1.5M 4.1k 358.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.4M 5.5k 260.29
salesforce (CRM) 0.4 $1.4M 6.8k 211.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.4M +6% 6.9k 206.65
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.4M -18% 12k 113.87
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.3M +65% 12k 108.54
Credit Acceptance (CACC) 0.3 $1.3M 3.7k 360.22
Stryker Corporation (SYK) 0.3 $1.3M 5.3k 243.62
Abbvie (ABBV) 0.3 $1.2M +6% 12k 108.21
American Express Company (AXP) 0.3 $1.2M 8.7k 141.43
Coca-Cola Company (KO) 0.3 $1.2M -3% 23k 52.69
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $1.2M NEW 7.9k 151.74
Colgate-Palmolive Company (CL) 0.3 $1.2M 15k 78.85
Union Pacific Corporation (UNP) 0.3 $1.1M +5% 5.2k 220.45
American Tower Reit (AMT) 0.3 $1.1M +4% 4.8k 238.97
Illinois Tool Works (ITW) 0.3 $1.1M 5.0k 221.56
Merck & Co (MRK) 0.3 $1.1M +4% 14k 77.06
Vanguard Index Fds Large Cap Etf (VV) 0.3 $1.1M 5.7k 185.26
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $994k +5% 14k 73.00
Ford Motor Company (F) 0.3 $986k 81k 12.26
Verizon Communications (VZ) 0.2 $948k 16k 58.13
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $942k 5.9k 159.50
McDonald's Corporation (MCD) 0.2 $938k +3% 4.2k 224.08
Ishares Tr Russell 2000 Etf (IWM) 0.2 $903k +3% 4.1k 220.94
McKesson Corporation (MCK) 0.2 $888k 4.6k 194.95
Cerner Corporation (CERN) 0.2 $863k 12k 71.92
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $851k -4% 6.6k 128.41
Walt Disney Company (DIS) 0.2 $845k +24% 4.6k 184.54
Tesla Motors (TSLA) 0.2 $812k +4% 1.2k 668.31
Home Depot (HD) 0.2 $779k 2.6k 305.25
General Mills (GIS) 0.2 $778k 13k 61.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $773k 11k 73.91
Motorola Solutions Com New (MSI) 0.2 $766k +7% 4.1k 187.93
Cisco Systems (CSCO) 0.2 $766k +4% 15k 51.71
Emerson Electric (EMR) 0.2 $751k 8.3k 90.28
Omni (OMC) 0.2 $749k 10k 74.14
Danaher Corporation (DHR) 0.2 $709k +4% 3.2k 225.01
Exxon Mobil Corporation (XOM) 0.2 $681k 12k 55.80
Zimmer Holdings (ZBH) 0.2 $658k 4.1k 160.10
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $636k 2.9k 221.29
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $635k 6.3k 100.70
Stanley Black & Decker (SWK) 0.2 $624k 3.1k 199.81
At&t (T) 0.2 $608k -5% 20k 30.25
DTE Energy Company (DTE) 0.2 $596k 4.5k 133.24
Dana Holding Corporation (DAN) 0.2 $584k 24k 24.33
Pfizer (PFE) 0.2 $575k 16k 36.25
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $552k +2% 2.0k 274.49
S&p Global (SPGI) 0.1 $550k -6% 1.6k 353.02
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $500k 1.7k 300.66
Eaton Corp SHS (ETN) 0.1 $481k +13% 3.5k 138.34
United Parcel Service CL B (UPS) 0.1 $477k 2.8k 169.93
Air Products & Chemicals (APD) 0.1 $455k +13% 1.6k 281.56
Dover Corporation (DOV) 0.1 $422k 3.1k 137.19
Vanguard World Fds Energy Etf (VDE) 0.1 $420k 6.2k 68.07
Alphabet Cap Stk Cl A (GOOGL) 0.1 $419k +18% 203.00 2064.04
Ishares Tr Eafe Value Etf (EFV) 0.1 $414k 8.1k 50.91
UnitedHealth (UNH) 0.1 $409k 1.1k 372.16
Ishares Tr Msci Eafe Etf (EFA) 0.1 $400k +9% 5.3k 75.86
Amgen (AMGN) 0.1 $399k +8% 1.6k 249.06
Boeing Company (BA) 0.1 $399k -3% 1.6k 254.63
Us Bancorp Del Com New (USB) 0.1 $394k 7.1k 55.35
Netflix (NFLX) 0.1 $392k 751.00 521.97
Comcast Corp Cl A (CMCSA) 0.1 $391k +14% 7.2k 54.14
Ishares Tr Core S&p500 Etf (IVV) 0.1 $377k -7% 948.00 397.68
Huntington Bancshares Incorporated (HBAN) 0.1 $371k 24k 15.70
Medtronic SHS (MDT) 0.1 $365k +19% 3.1k 118.12
International Business Machines (IBM) 0.1 $360k 2.7k 133.23
Nxp Semiconductors N V (NXPI) 0.1 $329k +23% 1.6k 201.59
Broadcom (AVGO) 0.1 $324k 698.00 464.18
Rockwell Automation (ROK) 0.1 $314k 1.2k 265.65
Progressive Corporation (PGR) 0.1 $312k 3.3k 95.71
Bristol Myers Squibb (BMY) 0.1 $307k 4.9k 63.08
Lauder Estee Cos Cl A (EL) 0.1 $291k 1.0k 291.00
Trane Technologies SHS (TT) 0.1 $288k 1.7k 165.42
Ihs Markit SHS (INFO) 0.1 $284k 2.9k 96.76
Wal-Mart Stores (WMT) 0.1 $280k +10% 2.1k 135.79
Kansas City Southern Com New (KSU) 0.1 $273k 1.0k 264.28
Chubb (CB) 0.1 $271k +81% 1.7k 157.74
Eversource Energy (ES) 0.1 $264k 3.0k 86.64
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $260k 2.8k 92.04
Visa Com Cl A (V) 0.1 $256k +2% 1.2k 212.10
Norfolk Southern (NSC) 0.1 $242k 900.00 268.89
Accenture Plc Ireland Shs Class A (ACN) 0.1 $240k 870.00 275.86
Pioneer Natural Resources (PXD) 0.1 $238k +68% 1.5k 158.67
Cme (CME) 0.1 $237k +18% 1.2k 203.96
Henry Schein (HSIC) 0.1 $236k 3.4k 69.29
Raytheon Technologies Corp (RTX) 0.1 $232k 3.0k 77.28
Keysight Technologies (KEYS) 0.1 $215k 1.5k 143.33
TJX Companies (TJX) 0.1 $211k +7% 3.2k 66.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $210k -18% 657.00 319.63
Southern Company (SO) 0.1 $209k +26% 3.4k 62.20
Becton, Dickinson and (BDX) 0.1 $207k +10% 852.00 242.96
Iqvia Holdings (IQV) 0.1 $205k 1.1k 192.85
Equinix (EQIX) 0.1 $204k 300.00 680.00
Best Buy (BBY) 0.1 $202k +21% 1.8k 114.97
Aon Shs Cl A (AON) 0.1 $196k -50% 853.00 229.78
Texas Instruments Incorporated (TXN) 0.0 $188k 994.00 189.13
Lockheed Martin Corporation (LMT) 0.0 $188k 508.00 370.08
Ishares Core Msci Emkt (IEMG) 0.0 $187k +125% 2.9k 64.42
Intercontinental Exchange (ICE) 0.0 $186k 1.7k 111.58
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $185k +166% 1.6k 118.21
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $184k NEW 1.0k 175.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $180k 739.00 243.57
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.0 $179k 3.4k 53.42
Altria (MO) 0.0 $176k -20% 3.4k 51.27
Ishares Tr U.s. Tech Etf (IYW) 0.0 $170k 1.9k 87.45
Synchrony Financial (SYF) 0.0 $168k +10% 4.1k 40.66
Marathon Petroleum Corp (MPC) 0.0 $167k +19% 3.1k 53.42
Duke Energy Corp Com New (DUK) 0.0 $167k 1.7k 96.42
PPG Industries (PPG) 0.0 $165k 1.1k 150.27
Allstate Corporation (ALL) 0.0 $164k 1.4k 114.61
Mondelez Intl Cl A (MDLZ) 0.0 $161k 2.7k 58.57
Philip Morris International (PM) 0.0 $157k +22% 1.8k 88.70
Public Storage (PSA) 0.0 $157k 636.00 246.86
Energizer Holdings (ENR) 0.0 $153k 3.2k 47.40
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $148k +20% 1.5k 101.02
Re Max Hldgs Cl A (RMAX) 0.0 $131k -23% 3.3k 39.40
Honeywell International (HON) 0.0 $131k -39% 603.00 217.25
Edwards Lifesciences (EW) 0.0 $130k 1.6k 83.60
Facebook Cl A (FB) 0.0 $130k +90% 442.00 294.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $130k NEW 2.0k 65.26
Anthem (ANTM) 0.0 $125k 349.00 358.17
Landstar System (LSTR) 0.0 $119k 723.00 164.59
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $116k -13% 863.00 134.41
EastGroup Properties (EGP) 0.0 $115k 800.00 143.75
Carrier Global Corporation (CARR) 0.0 $110k 2.6k 42.26
IDEXX Laboratories (IDXX) 0.0 $108k 221.00 488.69
Target Corporation (TGT) 0.0 $105k +11% 532.00 197.37
U.S. Physical Therapy (USPH) 0.0 $104k +100000% 1.0k 103.90
HEICO Corporation (HEI) 0.0 $103k 821.00 125.46
Clorox Company (CLX) 0.0 $101k 523.00 193.12
Dominion Resources (D) 0.0 $101k +39% 1.3k 76.23
Vanguard Wellington Us Quality (VFQY) 0.0 $101k 900.00 112.22
Intel Corporation (INTC) 0.0 $100k 1.6k 64.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $98k 297.00 329.97
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $97k 1.9k 52.43
Mastercard Incorporated Cl A (MA) 0.0 $96k +202% 269.00 356.88
Oracle Corporation (ORCL) 0.0 $95k -6% 1.4k 70.11
Otis Worldwide Corp (OTIS) 0.0 $94k 1.4k 68.36
WD-40 Company (WDFC) 0.0 $92k 300.00 306.67
Mercantile Bank (MBWM) 0.0 $90k 2.8k 32.33
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $90k 672.00 133.93
Oge Energy Corp (OGE) 0.0 $89k 2.7k 32.51
Qualcomm (QCOM) 0.0 $89k +44% 670.00 132.84
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $89k +65% 1.7k 53.10
Ishares Tr Select Divid Etf (DVY) 0.0 $87k 765.00 113.73
Comerica Incorporated (CMA) 0.0 $85k 1.2k 71.91
Costco Wholesale Corporation (COST) 0.0 $81k 230.00 352.17
Citigroup Com New (C) 0.0 $80k 1.1k 73.06
CVS Caremark Corporation (CVS) 0.0 $76k 1.0k 75.62
Moody's Corporation (MCO) 0.0 $75k 250.00 300.00
Automatic Data Processing (ADP) 0.0 $73k +26% 385.00 189.61
General Dynamics Corporation (GD) 0.0 $73k 400.00 182.50
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.0 $73k 1.3k 56.15
PPL Corporation (PPL) 0.0 $72k 2.5k 28.82
Gentex Corporation (GNTX) 0.0 $71k 2.0k 35.50
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $71k 773.00 91.85
Paypal Holdings (PYPL) 0.0 $70k +161% 290.00 241.38
Southwest Airlines (LUV) 0.0 $69k NEW 1.1k 60.79
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $69k +2% 676.00 102.07
Ii-vi (IIVI) 0.0 $68k 1.0k 68.00
Sunrun (RUN) 0.0 $67k 1.1k 60.91
Caci Intl Cl A (CACI) 0.0 $67k 270.00 248.15
Arthur J. Gallagher & Co. (AJG) 0.0 $67k 535.00 125.23
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $66k NEW 731.00 90.29
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $65k 2.0k 32.50
Moderna (MRNA) 0.0 $65k +7% 499.00 130.26
Enterprise Products Partners (EPD) 0.0 $65k -16% 3.0k 21.89
FirstEnergy (FE) 0.0 $64k 1.9k 34.43
Novartis Sponsored Adr (NVS) 0.0 $63k 732.00 86.07
Vanguard World Fds Health Car Etf (VHT) 0.0 $61k 268.00 227.61
Community Bank System (CBU) 0.0 $60k 780.00 76.92
Japan Equity Fund ietf (JEQ) 0.0 $60k 6.6k 9.03
CSX Corporation (CSX) 0.0 $58k 600.00 96.67
Caterpillar (CAT) 0.0 $58k 250.00 232.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $57k 941.00 60.57
Archer Daniels Midland Company (ADM) 0.0 $56k 984.00 56.91
AFLAC Incorporated (AFL) 0.0 $56k 1.1k 50.91
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $55k +21% 242.00 227.27
Vanguard World Fds Utilities Etf (VPU) 0.0 $53k 375.00 141.33
General Motors Company (GM) 0.0 $52k 913.00 56.96
Lowe's Companies (LOW) 0.0 $52k 273.00 190.48
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $51k -36% 1.0k 51.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $48k -44% 1.3k 37.97
Snap-on Incorporated (SNA) 0.0 $48k 210.00 228.57
Etf Managers Tr Prime Mobile Pay (IPAY) 0.0 $47k 700.00 67.14
Dupont De Nemours (DD) 0.0 $47k -7% 602.00 78.07
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.0 $45k 817.00 55.08
EOG Resources (EOG) 0.0 $45k NEW 625.00 72.00
Manulife Finl Corp (MFC) 0.0 $45k 2.1k 21.70
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $44k NEW 585.00 75.21
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $44k 248.00 177.42
Bank of America Corporation (BAC) 0.0 $44k 1.1k 38.60
Intuit (INTU) 0.0 $44k NEW 115.00 382.61
PNC Financial Services (PNC) 0.0 $44k 250.00 176.00
Halliburton Company (HAL) 0.0 $44k 2.1k 21.42
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $43k 1.3k 34.24
Ishares Tr Mbs Etf (MBB) 0.0 $43k -9% 396.00 108.59
Adobe Systems Incorporated (ADBE) 0.0 $43k 91.00 472.53
Beam Global (BEEM) 0.0 $43k 1.0k 43.00
Twitter (TWTR) 0.0 $43k 683.00 62.96
Servicenow (NOW) 0.0 $42k +56% 83.00 506.02
Opendoor Technologies (OPEN) 0.0 $42k 2.0k 21.00
Hershey Company (HSY) 0.0 $42k 264.00 159.09
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $42k -28% 653.00 64.32
Gold Tr Ishares (IAU) 0.0 $42k 2.6k 16.15
Nuance Communications (NUAN) 0.0 $41k 950.00 43.16
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.0 $41k 1.3k 30.44
Consolidated Edison (ED) 0.0 $41k +118% 553.00 74.14
General Electric Company (GE) 0.0 $39k 3.0k 13.18
CMS Energy Corporation (CMS) 0.0 $39k 636.00 61.32
Spdr Ser Tr S&p Semicndctr (XSD) 0.0 $39k 212.00 183.96
Kimbell Rty Partners Unit (KRP) 0.0 $39k NEW 3.8k 10.14
Kellogg Company (K) 0.0 $38k 600.00 63.33
Eli Lilly & Co. (LLY) 0.0 $37k 200.00 185.00
Realty Income (O) 0.0 $37k 580.00 63.79
Xylem (XYL) 0.0 $37k 352.00 105.11
Dow (DOW) 0.0 $37k -8% 573.00 64.57
Delta Air Lines Inc Del Com New (DAL) 0.0 $36k +35% 754.00 47.75
Bhp Group Sponsored Ads (BHP) 0.0 $35k 500.00 70.00
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $35k 800.00 43.75
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $35k 613.00 57.10
Live Oak Bancshares (LOB) 0.0 $34k 500.00 68.00

Past Filings by Center for Financial Planning

SEC 13F filings are viewable for Center for Financial Planning going back to 2019