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, SPDW, VB, VO, and represent 65.74% of Center for Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: AGG, SPDW, VOO, VO, LRCX, BND, VWO, NVDA, ETN, BUFD.
- Started 208 new stock positions in BNY, NBSD, LVHI, REZI, IBB, JEPI, WDAY, ROP, NLY, NTRS.
- Reduced shares in these 10 stocks: BRK.A (-$14M), GOOG (-$6.9M), , QSPT, MUB, VB, QUAL, IEFA, VTEB, ZTS.
- Sold out of its positions in GOOG, APO, BRK.A, Beyond Meat, CGC, CHEF, CLNE, EA, ENR, ESS.
- Center for Financial Planning was a net buyer of stock by $5.3M.
- Center for Financial Planning has $1.1B in assets under management (AUM), dropping by 0.54%.
- Central Index Key (CIK): 0001803557
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Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 836 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Center for Financial Planning has 836 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Center for Financial Planning Sept. 30, 2026 positions
- Download the Center for Financial Planning September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 35.9 | $386M | 551k | 700.86 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 9.9 | $106M | +3% | 1.1M | 94.54 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 8.1 | $87M | +4% | 1.7M | 50.21 |
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| Vanguard Index Fds Small Cp Etf (VB) | 6.8 | $73M | 256k | 284.49 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 5.1 | $54M | +2% | 693k | 78.42 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $42M | 432k | 96.88 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $36M | +2% | 604k | 59.31 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.8 | $20M | 89k | 222.24 |
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| Microsoft Corporation (MSFT) | 1.3 | $14M | +2% | 27k | 512.92 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 1.2 | $13M | 56k | 231.03 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $11M | 131k | 84.96 |
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| Apple (AAPL) | 1.0 | $11M | 33k | 333.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.7M | +2% | 16k | 497.95 |
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| Amazon (AMZN) | 0.6 | $6.4M | +2% | 26k | 249.15 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $6.2M | +7% | 19k | 330.84 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.5 | $5.0M | +4% | 55k | 90.11 |
|
| Abbvie (ABBV) | 0.4 | $4.7M | +2% | 18k | 261.60 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $4.6M | +5% | 30k | 155.25 |
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| Johnson & Johnson (JNJ) | 0.4 | $4.3M | +2% | 16k | 264.74 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $4.1M | 33k | 125.67 |
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| Broadcom (AVGO) | 0.4 | $4.0M | +13% | 11k | 351.19 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $3.5M | 49k | 71.95 |
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| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.3 | $3.3M | -2% | 9.9k | 337.86 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $3.2M | -3% | 4.1k | 762.63 |
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| Raymond James Financial (RJF) | 0.3 | $3.1M | +4% | 20k | 158.03 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $3.1M | 65k | 48.46 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.3 | $3.1M | +3% | 8.2k | 374.24 |
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| NVIDIA Corporation (NVDA) | 0.3 | $3.0M | +30% | 13k | 228.38 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.3 | $2.8M | 76k | 37.47 |
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| McKesson Corporation (MCK) | 0.3 | $2.8M | 3.3k | 853.81 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.7M | +2% | 4.1k | 675.05 |
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| Chevron Corporation (CVX) | 0.3 | $2.7M | +7% | 13k | 204.21 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.2 | $2.7M | +8% | 12k | 216.08 |
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| Nextera Energy (NEE) | 0.2 | $2.7M | 35k | 75.74 |
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| Procter & Gamble Company (PG) | 0.2 | $2.5M | 17k | 145.28 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $2.4M | +5% | 52k | 45.25 |
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| Motorola Solutions Com New (MSI) | 0.2 | $2.3M | 5.3k | 445.97 |
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| First Tr Exchange-traded Ltd Dur Invt Etf (FSIG) | 0.2 | $2.3M | 125k | 18.38 |
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| Eaton Corp SHS (ETN) | 0.2 | $2.3M | +31% | 5.3k | 429.75 |
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| salesforce (CRM) | 0.2 | $2.2M | -3% | 9.7k | 229.58 |
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| Coca-Cola Company (KO) | 0.2 | $2.1M | +4% | 24k | 86.08 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.2 | $2.0M | 5.8k | 351.89 |
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| Abbott Laboratories (ABT) | 0.2 | $2.0M | 20k | 98.83 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $2.0M | +8% | 5.1k | 395.46 |
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| American Express Company (AXP) | 0.2 | $2.0M | 6.4k | 304.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.9M | +9% | 5.5k | 344.13 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.8M | 22k | 85.32 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.8M | -2% | 2.9k | 611.76 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.8M | +36% | 6.5k | 272.14 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.7M | -5% | 13k | 136.04 |
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| Pepsi (PEP) | 0.2 | $1.7M | 13k | 126.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.6M | 2.1k | 765.85 |
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| Merck & Co (MRK) | 0.1 | $1.5M | -7% | 11k | 145.31 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.5M | +14% | 6.4k | 233.34 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | +17% | 14k | 103.92 |
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| Stryker Corporation (SYK) | 0.1 | $1.4M | 5.1k | 275.39 |
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| Home Depot (HD) | 0.1 | $1.4M | 4.9k | 284.54 |
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| First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) | 0.1 | $1.3M | +61% | 44k | 30.37 |
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| 3M Company (MMM) | 0.1 | $1.2M | +2% | 7.6k | 164.15 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | -3% | 5.1k | 230.96 |
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| Invesco Qqq Trust Unit Ser 1 (QQQ) | 0.1 | $1.2M | -11% | 1.6k | 739.79 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | 1.0k | 1157.08 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $1.2M | 14k | 83.03 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.1M | NEW | 3.5k | 328.51 |
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| Philip Morris International (PM) | 0.1 | $1.1M | +3% | 6.0k | 190.82 |
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| Meta Platforms Cl A (META) | 0.1 | $1.1M | +16% | 1.5k | 725.22 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | +2% | 9.8k | 107.63 |
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| Analog Devices (ADI) | 0.1 | $1.0M | +25% | 2.6k | 396.71 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $1.0M | -3% | 19k | 54.43 |
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| Emerson Electric (EMR) | 0.1 | $1.0M | +6% | 6.6k | 155.10 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.0M | -14% | 21k | 47.36 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $999k | -4% | 14k | 70.61 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $985k | 21k | 47.25 |
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| Illinois Tool Works (ITW) | 0.1 | $983k | 3.8k | 257.28 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.1 | $959k | +3% | 12k | 78.32 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $950k | 5.5k | 172.16 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $943k | 8.8k | 106.72 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $927k | 4.4k | 209.45 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $923k | 2.9k | 316.08 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $913k | +1963% | 13k | 70.15 |
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| Tesla Motors (TSLA) | 0.1 | $912k | -7% | 2.6k | 354.81 |
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| Visa Com Cl A (V) | 0.1 | $907k | +23% | 2.5k | 359.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $888k | 3.2k | 277.89 |
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| Ge Vernova (GEV) | 0.1 | $872k | +4% | 917.00 | 950.49 |
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| American Tower Reit (AMT) | 0.1 | $859k | 5.3k | 163.69 |
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| DTE Energy Company (DTE) | 0.1 | $854k | +7% | 7.0k | 121.80 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $846k | +38% | 4.6k | 185.65 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $797k | +37% | 5.4k | 148.65 |
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| Trane Technologies SHS (TT) | 0.1 | $790k | +14% | 1.7k | 452.23 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $782k | 6.1k | 128.10 |
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| Chubb (CB) | 0.1 | $731k | +5% | 2.2k | 325.26 |
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| Omni (OMC) | 0.1 | $729k | -3% | 9.9k | 73.63 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $727k | 13k | 55.00 |
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| International Business Machines (IBM) | 0.1 | $709k | +3% | 3.2k | 219.96 |
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| Ford Motor Company (F) | 0.1 | $696k | +7% | 58k | 12.06 |
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| Cme (CME) | 0.1 | $677k | +25% | 2.6k | 261.99 |
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| Progressive Corporation (PGR) | 0.1 | $674k | +2% | 3.3k | 207.31 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $662k | 20k | 33.31 |
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| Dana Holding Corporation (DAN) | 0.1 | $655k | 24k | 27.31 |
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| Caterpillar (CAT) | 0.1 | $649k | +127% | 800.00 | 810.79 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $632k | 2.4k | 264.90 |
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| Danaher Corporation (DHR) | 0.1 | $613k | 2.8k | 221.55 |
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| Verizon Communications (VZ) | 0.1 | $612k | +9% | 13k | 45.87 |
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| Air Products & Chemicals (APD) | 0.1 | $607k | +9% | 2.2k | 278.23 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $594k | +40% | 2.5k | 237.53 |
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| Dover Corporation (DOV) | 0.1 | $576k | 3.1k | 187.05 |
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| Delta Air Lines Com New (DAL) | 0.1 | $567k | 6.8k | 83.46 |
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| Amgen (AMGN) | 0.1 | $566k | 1.3k | 421.65 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $550k | -3% | 2.3k | 239.94 |
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| Cummins (CMI) | 0.1 | $543k | +44% | 1.1k | 516.57 |
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| Darden Restaurants (DRI) | 0.0 | $521k | +2% | 2.7k | 193.25 |
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| Morgan Stanley Etf Trust Eato Va Dura Etf (EVSD) | 0.0 | $513k | +5% | 10k | 49.77 |
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| UnitedHealth (UNH) | 0.0 | $484k | +117% | 1.3k | 367.27 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $464k | 5.9k | 79.14 |
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| Arista Networks Com Shs (ANET) | 0.0 | $462k | -17% | 2.3k | 203.59 |
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| Applied Materials (AMAT) | 0.0 | $453k | +18% | 886.00 | 511.58 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $429k | +6% | 237.00 | 1811.67 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $429k | +52% | 842.00 | 509.25 |
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| Pfizer (PFE) | 0.0 | $428k | +10% | 15k | 28.52 |
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| S&p Global (SPGI) | 0.0 | $418k | +6% | 1.1k | 394.47 |
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| Ge Aerospace Com New (GE) | 0.0 | $414k | +11% | 1.3k | 312.29 |
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| Netflix (NFLX) | 0.0 | $407k | +20% | 5.8k | 69.58 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $406k | +407% | 2.7k | 150.86 |
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| Allstate Corporation (ALL) | 0.0 | $402k | +9% | 1.8k | 221.93 |
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| TJX Companies (TJX) | 0.0 | $399k | +2% | 3.0k | 132.31 |
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| Walt Disney Company (DIS) | 0.0 | $388k | 3.7k | 104.90 |
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| Intel Corporation (INTC) | 0.0 | $381k | +153% | 3.2k | 120.25 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $376k | +9% | 6.5k | 57.83 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $374k | +105% | 5.3k | 69.96 |
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| Altria (MO) | 0.0 | $371k | 5.5k | 67.35 |
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| Realty Income (O) | 0.0 | $369k | +9% | 6.8k | 54.30 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $368k | +11% | 24k | 15.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $367k | +33% | 964.00 | 380.84 |
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| Equinix (EQIX) | 0.0 | $367k | +5071% | 362.00 | 1012.43 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $357k | 3.4k | 103.89 |
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| Entergy Corporation (ETR) | 0.0 | $356k | +13% | 3.6k | 99.26 |
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| Credit Acceptance (CACC) | 0.0 | $356k | 670.00 | 531.00 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $352k | +14% | 2.3k | 155.20 |
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| Wells Fargo & Company (WFC) | 0.0 | $348k | +70% | 4.3k | 80.05 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) | 0.0 | $345k | 9.0k | 38.43 |
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| Oracle Corporation (ORCL) | 0.0 | $343k | +75% | 2.5k | 137.30 |
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| Yum! Brands (YUM) | 0.0 | $335k | 2.5k | 136.39 |
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| Edwards Lifesciences (EW) | 0.0 | $332k | 3.8k | 86.32 |
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| Dex (DXCM) | 0.0 | $330k | 3.8k | 86.29 |
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| At&t (T) | 0.0 | $322k | +12% | 13k | 24.40 |
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| Manulife Finl Corp (MFC) | 0.0 | $319k | 7.5k | 42.60 |
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| Rockwell Automation (ROK) | 0.0 | $308k | 707.00 | 435.33 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $306k | +64% | 753.00 | 406.63 |
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| Service Corporation International (SCI) | 0.0 | $306k | +24% | 4.0k | 76.15 |
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| Sherwin-Williams Company (SHW) | 0.0 | $302k | +1627% | 933.00 | 323.27 |
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| Quanta Services (PWR) | 0.0 | $300k | NEW | 467.00 | 642.51 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $298k | +4% | 2.5k | 119.50 |
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| Kla Corp Com New (KLAC) | 0.0 | $296k | NEW | 1.5k | 194.93 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.0 | $293k | +7% | 2.9k | 102.15 |
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| Henry Schein (HSIC) | 0.0 | $286k | 3.4k | 83.97 |
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| Diamondback Energy (FANG) | 0.0 | $285k | 1.6k | 183.87 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $281k | 1.7k | 166.28 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $279k | 1.2k | 228.11 |
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| General Mills (GIS) | 0.0 | $273k | 8.5k | 32.16 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $268k | 2.6k | 104.04 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $266k | NEW | 2.0k | 135.53 |
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| Iqvia Holdings (IQV) | 0.0 | $265k | 986.00 | 268.85 |
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| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) | 0.0 | $263k | NEW | 11k | 23.74 |
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| Amphenol Corp Cl A (APH) | 0.0 | $260k | +101% | 3.1k | 84.30 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $256k | -4% | 2.0k | 125.26 |
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| Lululemon Athletica (LULU) | 0.0 | $254k | +37% | 2.6k | 96.19 |
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| Costco Wholesale Corporation (COST) | 0.0 | $254k | 279.00 | 910.34 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.0 | $242k | 3.5k | 68.53 |
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| Bank of America Corporation (BAC) | 0.0 | $242k | +5% | 4.4k | 54.43 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $238k | +4% | 7.4k | 31.95 |
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| LCNB (LCNB) | 0.0 | $234k | 13k | 18.47 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $226k | -6% | 634.00 | 356.90 |
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| Newmont Mining Corporation (NEM) | 0.0 | $222k | +6% | 1.9k | 115.34 |
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| Stanley Black & Decker (SWK) | 0.0 | $220k | +7% | 2.5k | 88.59 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $217k | 2.3k | 95.04 |
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| Boeing Company (BA) | 0.0 | $215k | +39% | 1.2k | 186.05 |
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| Constellation Energy (CEG) | 0.0 | $210k | +14% | 827.00 | 254.02 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $210k | -4% | 3.1k | 66.79 |
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| Uber Technologies (UBER) | 0.0 | $205k | -16% | 3.0k | 68.51 |
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| Welltower Inc Com reit (WELL) | 0.0 | $205k | NEW | 891.00 | 230.24 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $204k | -13% | 1.4k | 146.48 |
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| Dell Technologies CL C (DELL) | 0.0 | $201k | 373.00 | 537.95 |
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| Waste Connections (WCN) | 0.0 | $200k | NEW | 1.3k | 153.93 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $199k | +20% | 361.00 | 551.47 |
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| F/m Us Treasury 3 Month Bill Fund - Etf F/m Us Treasury (TBIL) | 0.0 | $198k | NEW | 4.0k | 49.85 |
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| Nucor Corporation (NUE) | 0.0 | $196k | 837.00 | 233.75 |
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| Public Storage (PSA) | 0.0 | $194k | 686.00 | 282.84 |
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| Howmet Aerospace (HWM) | 0.0 | $193k | +21% | 853.00 | 226.18 |
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| Norfolk Southern (NSC) | 0.0 | $189k | +55% | 613.00 | 309.00 |
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| PPG Industries (PPG) | 0.0 | $186k | +105% | 1.8k | 104.33 |
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| Honeywell International (HON) | 0.0 | $184k | +301% | 871.00 | 210.94 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $181k | 356.00 | 508.55 |
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| Aon Shs Cl A (AON) | 0.0 | $181k | 653.00 | 276.77 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $168k | 1.9k | 89.63 |
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| Qualcomm (QCOM) | 0.0 | $167k | +104% | 906.00 | 184.04 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $165k | 559.00 | 294.91 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $164k | -18% | 1.8k | 93.44 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $164k | 1.4k | 114.01 |
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| General Dynamics Corporation (GD) | 0.0 | $160k | +517% | 482.00 | 331.83 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $158k | 1.9k | 82.97 |
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| Halliburton Company (HAL) | 0.0 | $158k | 5.0k | 31.80 |
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| Target Corporation (TGT) | 0.0 | $157k | +71% | 1.0k | 156.82 |
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| Reddit Cl A (RDDT) | 0.0 | $155k | 1.1k | 142.44 |
|
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $153k | 900.00 | 170.29 |
|
|
| Masco Corporation (MAS) | 0.0 | $152k | +335% | 2.3k | 67.40 |
|
| Us Bancorp Com New (USB) | 0.0 | $150k | -6% | 2.6k | 57.77 |
|
| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.0 | $149k | NEW | 2.2k | 69.17 |
|
| O'reilly Automotive (ORLY) | 0.0 | $146k | NEW | 1.7k | 85.41 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $146k | -13% | 1.0k | 142.26 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $144k | +2% | 911.00 | 157.85 |
|
| Rbb Fund Trust Firs Eagl Ov Etf (FEOE) | 0.0 | $143k | 2.7k | 53.77 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $142k | NEW | 462.00 | 308.11 |
|
| Kroger (KR) | 0.0 | $141k | +113% | 2.4k | 58.62 |
|
| Ishares Tr Copper & Metals (ICOP) | 0.0 | $141k | 2.6k | 53.22 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $140k | +90% | 152.00 | 922.34 |
|
| State Street Corporation (STT) | 0.0 | $140k | 800.00 | 174.59 |
|
|
| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.0 | $140k | -2% | 714.00 | 195.53 |
|
| Adtalem Global Ed (CVSA) | 0.0 | $140k | +22% | 1.1k | 122.20 |
|
| Cdw (CDW) | 0.0 | $137k | NEW | 1.1k | 128.16 |
|
| Caci Intl Cl A (CACI) | 0.0 | $137k | 225.00 | 609.11 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $136k | +3% | 412.00 | 330.18 |
|
| Microchip Technology (MCHP) | 0.0 | $135k | NEW | 1.7k | 77.77 |
|
| Jabil Circuit (JBL) | 0.0 | $135k | 470.00 | 286.86 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $134k | 15k | 9.06 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $134k | 783.00 | 171.00 |
|
|
| Harbor Long-term Growers Etf Long Term Grower (WINN) | 0.0 | $129k | NEW | 3.8k | 34.31 |
|
| Linde SHS (LIN) | 0.0 | $128k | NEW | 270.00 | 474.65 |
|
| Corning Incorporated (GLW) | 0.0 | $128k | +278% | 832.00 | 153.76 |
|
| Celestica (CLS) | 0.0 | $128k | +4% | 353.00 | 361.43 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $127k | NEW | 1.6k | 81.07 |
|
| Micron Technology (MU) | 0.0 | $127k | +2875% | 119.00 | 1065.11 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $127k | 2.4k | 52.33 |
|
|
| Anthem (ELV) | 0.0 | $126k | -6% | 325.00 | 388.82 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $126k | 2.6k | 48.85 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $125k | +3% | 274.00 | 456.19 |
|
| Oge Energy Corp (OGE) | 0.0 | $124k | 2.7k | 45.42 |
|
|
| Goldman Sachs (GS) | 0.0 | $124k | +392% | 138.00 | 900.36 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $124k | 1.4k | 89.31 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $122k | +161% | 461.00 | 264.75 |
|
| AFLAC Incorporated (AFL) | 0.0 | $121k | 1.1k | 111.78 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $121k | 127.00 | 955.42 |
|
|
| Southern Company (SO) | 0.0 | $121k | 1.5k | 82.92 |
|
|
| Moody's Corporation (MCO) | 0.0 | $121k | 266.00 | 454.13 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $121k | +281% | 1.8k | 67.34 |
|
| Corteva (CTVA) | 0.0 | $118k | +24% | 1.5k | 77.68 |
|
| Dimensional Etf Trust Us Small Cap Etf | 0.0 | $118k | 1.5k | 77.42 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $117k | -10% | 3.6k | 32.90 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $117k | 1.4k | 85.69 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $116k | +953% | 1.2k | 97.43 |
|
| Coherent Corp (COHR) | 0.0 | $115k | 400.00 | 287.81 |
|
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 2026 Q3 filed Oct. 26, 2026
- Center for Financial Planning 2026 Q2 filed July 21, 2026
- Center for Financial Planning 2026 Q1 filed May 4, 2026
- 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