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, VBR, VB, VWO, and represent 65.56% of Center for Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$21M), VB, VBR, VBK, IEFA, VXUS, VSS, HD, AMD, SPY.
- Started 20 new stock positions in RACE, CFG, DVY, BEPC, KLG, CGC, AAL, BLV, AGNC, JOBY. BEP, NGL, WS, FANG, MPLX, VLTO, STLA, METC, HDB, ENPH.
- Reduced shares in these 10 stocks: QUAL, AXP, MCK, KEYS, PXD, MSFT, MDT, BND, CVX, NEE.
- Sold out of its positions in Activision Blizzard, AIG, AR, APA, ATHXQ, AI, Canopy Gro, CGNX, DLTR, Document Security Systems. KODK, EPC, MCHI, VMware.
- Center for Financial Planning was a net buyer of stock by $34M.
- Center for Financial Planning has $544M in assets under management (AUM), dropping by 17.56%.
- Central Index Key (CIK): 0001803557
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Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 524 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Center for Financial Planning has 524 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Center for Financial Planning Dec. 31, 2023 positions
- Download the Center for Financial Planning December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 36.1 | $197M | +11% | 450k | 436.80 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 12.5 | $68M | +2% | 968k | 70.35 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 7.8 | $43M | +9% | 237k | 179.97 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 5.2 | $28M | +16% | 132k | 213.33 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.9 | $21M | 519k | 41.10 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.2 | $18M | -3% | 120k | 147.14 |
|
| Microsoft Corporation (MSFT) | 2.1 | $12M | 31k | 376.04 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.9 | $10M | 19.00 | 542625.05 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.5 | $8.2M | +8% | 141k | 57.96 |
|
| Apple (AAPL) | 1.1 | $5.9M | 31k | 192.53 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $4.9M | 14k | 356.66 |
|
|
| Amazon (AMZN) | 0.7 | $3.7M | 24k | 151.94 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $3.4M | +528% | 14k | 241.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.1M | 22k | 140.93 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $3.1M | +10% | 6.5k | 475.34 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $3.0M | 18k | 170.10 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $2.9M | 20k | 146.54 |
|
|
| Raymond James Financial (RJF) | 0.5 | $2.6M | 24k | 111.50 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $2.5M | 8.1k | 310.88 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $2.4M | 15k | 156.74 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.2M | 8.0k | 277.15 |
|
|
| Abbvie (ABBV) | 0.4 | $2.2M | 14k | 154.97 |
|
|
| Thermo Fisher Scientific (TMO) | 0.4 | $2.1M | 4.0k | 530.79 |
|
|
| Nextera Energy (NEE) | 0.4 | $2.1M | -2% | 34k | 60.74 |
|
| Abbott Laboratories (ABT) | 0.4 | $2.0M | 18k | 110.07 |
|
|
| salesforce (CRM) | 0.4 | $1.9M | 7.4k | 263.14 |
|
|
| Chevron Corporation (CVX) | 0.3 | $1.9M | -3% | 13k | 149.16 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $1.9M | 3.9k | 484.00 |
|
|
| Home Depot (HD) | 0.3 | $1.8M | +25% | 5.2k | 346.57 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $1.8M | 22k | 79.71 |
|
|
| Motorola Solutions Com New (MSI) | 0.3 | $1.8M | 5.7k | 313.09 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.7M | 7.3k | 237.22 |
|
|
| Pepsi (PEP) | 0.3 | $1.7M | 10k | 169.84 |
|
|
| Merck & Co (MRK) | 0.3 | $1.6M | 15k | 109.02 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.6M | 11k | 149.50 |
|
|
| Stryker Corporation (SYK) | 0.3 | $1.6M | 5.3k | 299.46 |
|
|
| McKesson Corporation (MCK) | 0.3 | $1.6M | -16% | 3.4k | 462.98 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $1.6M | 16k | 99.98 |
|
|
| Cisco Systems (CSCO) | 0.3 | $1.5M | 29k | 50.52 |
|
|
| Coca-Cola Company (KO) | 0.3 | $1.4M | 23k | 58.93 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $1.3M | 5.0k | 261.94 |
|
|
| American Express Company (AXP) | 0.2 | $1.3M | -21% | 6.8k | 187.34 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.3M | 5.1k | 245.63 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.3M | 5.8k | 218.15 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $1.2M | +7% | 26k | 47.74 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.2M | +56% | 11k | 115.03 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.2M | 11k | 108.25 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.2M | 4.9k | 232.64 |
|
|
| Broadcom (AVGO) | 0.2 | $1.1M | -4% | 1.0k | 1116.25 |
|
| Eaton Corp SHS (ETN) | 0.2 | $1.1M | 4.4k | 240.84 |
|
|
| American Tower Reit (AMT) | 0.2 | $1.0M | 4.8k | 215.88 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $957k | 20k | 47.90 |
|
|
| Ford Motor Company (F) | 0.2 | $956k | 78k | 12.19 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $948k | 3.2k | 296.51 |
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| Agree Realty Corporation (ADC) | 0.2 | $934k | 15k | 62.95 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $926k | 6.6k | 139.69 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $924k | 26k | 35.20 |
|
|
| 3M Company (MMM) | 0.2 | $912k | 8.3k | 109.32 |
|
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| S&p Global (SPGI) | 0.2 | $880k | 2.0k | 440.52 |
|
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| Tesla Motors (TSLA) | 0.2 | $842k | 3.4k | 248.48 |
|
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| Omni (OMC) | 0.2 | $840k | 9.7k | 86.51 |
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| General Mills (GIS) | 0.2 | $827k | 13k | 65.14 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $816k | 18k | 45.72 |
|
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $758k | 4.9k | 155.33 |
|
|
| Danaher Corporation (DHR) | 0.1 | $729k | 3.2k | 231.34 |
|
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| Emerson Electric (EMR) | 0.1 | $701k | 7.2k | 97.33 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $695k | 3.5k | 200.71 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $677k | +14% | 6.6k | 103.07 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $665k | +72% | 6.7k | 99.25 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $646k | 8.3k | 77.73 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $631k | 12k | 51.83 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $587k | 4.0k | 148.38 |
|
|
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $576k | -9% | 4.9k | 117.28 |
|
| Chubb (CB) | 0.1 | $569k | 2.5k | 226.01 |
|
|
| Verizon Communications (VZ) | 0.1 | $568k | -2% | 15k | 37.70 |
|
| Air Products & Chemicals (APD) | 0.1 | $556k | 2.0k | 273.80 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $547k | -2% | 11k | 51.05 |
|
| DTE Energy Company (DTE) | 0.1 | $537k | 4.9k | 110.25 |
|
|
| Progressive Corporation (PGR) | 0.1 | $519k | 3.3k | 159.28 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $508k | 3.2k | 157.65 |
|
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| United Parcel Service CL B (UPS) | 0.1 | $505k | 3.2k | 157.23 |
|
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| Trane Technologies SHS (TT) | 0.1 | $499k | 2.0k | 243.92 |
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| Philip Morris International (PM) | 0.1 | $497k | 5.3k | 94.08 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $492k | 13k | 37.22 |
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| Pfizer (PFE) | 0.1 | $480k | -7% | 17k | 28.79 |
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| Dover Corporation (DOV) | 0.1 | $473k | 3.1k | 153.81 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $456k | 6.5k | 70.10 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $446k | 1.9k | 229.69 |
|
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| Medtronic SHS (MDT) | 0.1 | $435k | -19% | 5.3k | 82.38 |
|
| Advanced Micro Devices (AMD) | 0.1 | $428k | +221% | 2.9k | 147.41 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $425k | +33% | 1.0k | 409.52 |
|
| International Business Machines (IBM) | 0.1 | $422k | 2.6k | 163.58 |
|
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| UnitedHealth (UNH) | 0.1 | $422k | 801.00 | 526.52 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $414k | -2% | 8.0k | 52.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $414k | +5% | 866.00 | 477.63 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $397k | +6% | 9.1k | 43.85 |
|
| Cme (CME) | 0.1 | $397k | 1.9k | 210.61 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $396k | 5.5k | 72.43 |
|
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| Us Bancorp Del Com New (USB) | 0.1 | $391k | 9.0k | 43.28 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $385k | -2% | 5.1k | 75.35 |
|
| Visa Com Cl A (V) | 0.1 | $379k | 1.5k | 260.37 |
|
|
| Iqvia Holdings (IQV) | 0.1 | $363k | 1.6k | 231.38 |
|
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| Walt Disney Company (DIS) | 0.1 | $362k | 4.0k | 90.29 |
|
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| Rockwell Automation (ROK) | 0.1 | $352k | -6% | 1.1k | 310.48 |
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| Dana Holding Corporation (DAN) | 0.1 | $351k | 24k | 14.61 |
|
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| Devon Energy Corporation (DVN) | 0.1 | $345k | 7.6k | 45.30 |
|
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| Meta Platforms Cl A (META) | 0.1 | $342k | 967.00 | 353.96 |
|
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $334k | 26k | 12.72 |
|
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| Darden Restaurants (DRI) | 0.1 | $324k | 2.0k | 164.30 |
|
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| L3harris Technologies (LHX) | 0.1 | $320k | 1.5k | 210.66 |
|
|
| WPP Adr (WPP) | 0.1 | $317k | +8% | 6.7k | 47.57 |
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| Intercontinental Exchange (ICE) | 0.1 | $311k | 2.4k | 128.44 |
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| Netflix (NFLX) | 0.1 | $309k | 634.00 | 486.88 |
|
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| Stanley Black & Decker (SWK) | 0.1 | $306k | 3.1k | 98.10 |
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| TJX Companies (TJX) | 0.1 | $298k | 3.2k | 93.82 |
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| Fiserv (FI) | 0.1 | $296k | 2.2k | 132.84 |
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| Boeing Company (BA) | 0.1 | $292k | 1.1k | 260.66 |
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| Edwards Lifesciences (EW) | 0.1 | $284k | 3.7k | 76.25 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $279k | 3.7k | 76.38 |
|
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| Eli Lilly & Co. (LLY) | 0.1 | $276k | -6% | 473.00 | 582.92 |
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| Best Buy (BBY) | 0.0 | $263k | 3.4k | 78.28 |
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| Henry Schein (HSIC) | 0.0 | $258k | 3.4k | 75.71 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $258k | 2.1k | 122.75 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $257k | 849.00 | 303.17 |
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| At&t (T) | 0.0 | $257k | -2% | 15k | 16.78 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $257k | 3.0k | 84.14 |
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| Aon Shs Cl A (AON) | 0.0 | $248k | 853.00 | 291.02 |
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| Altria (MO) | 0.0 | $243k | 6.0k | 40.34 |
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| Amgen (AMGN) | 0.0 | $231k | +6% | 802.00 | 288.02 |
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| Allstate Corporation (ALL) | 0.0 | $227k | 1.6k | 140.00 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $222k | +20% | 2.7k | 83.31 |
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| Costco Wholesale Corporation (COST) | 0.0 | $222k | +17% | 336.00 | 660.08 |
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| NVIDIA Corporation (NVDA) | 0.0 | $220k | 444.00 | 495.22 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $214k | +66% | 2.4k | 88.36 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $209k | 2.3k | 91.41 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $208k | 1.7k | 124.97 |
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| Diamondback Energy (FANG) | 0.0 | $207k | NEW | 1.3k | 155.04 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $204k | 1.8k | 111.63 |
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| Steris Shs Usd (STE) | 0.0 | $203k | 925.00 | 219.85 |
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| LCNB (LCNB) | 0.0 | $200k | 13k | 15.77 |
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| Halliburton Company (HAL) | 0.0 | $195k | 5.4k | 36.15 |
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| Public Storage (PSA) | 0.0 | $194k | 636.00 | 305.00 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $190k | -4% | 3.3k | 57.64 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $180k | 714.00 | 252.22 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $178k | +26% | 473.00 | 376.87 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $178k | +3% | 393.00 | 453.24 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $173k | 4.6k | 37.49 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $172k | 1.2k | 146.27 |
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| Anthem (ELV) | 0.0 | $165k | 349.00 | 471.56 |
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| Oracle Corporation (ORCL) | 0.0 | $161k | 1.5k | 105.43 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $151k | 1.2k | 130.92 |
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| Bank of America Corporation (BAC) | 0.0 | $150k | 4.4k | 33.67 |
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| PPG Industries (PPG) | 0.0 | $145k | 968.00 | 149.55 |
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| Nucor Corporation (NUE) | 0.0 | $143k | +7% | 822.00 | 174.04 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $137k | +2% | 1.4k | 97.04 |
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| General Electric Com New (GE) | 0.0 | $128k | 1.0k | 127.63 |
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| Eversource Energy (ES) | 0.0 | $126k | -18% | 2.0k | 61.72 |
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| HEICO Corporation (HEI) | 0.0 | $125k | 700.00 | 178.87 |
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| IDEXX Laboratories (IDXX) | 0.0 | $123k | 221.00 | 555.05 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $120k | 535.00 | 224.88 |
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| Landstar System (LSTR) | 0.0 | $116k | 600.00 | 193.65 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $115k | 2.1k | 54.79 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $115k | 795.00 | 145.01 |
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $114k | 900.00 | 126.47 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $114k | 1.5k | 76.15 |
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| Adtalem Global Ed (ATGE) | 0.0 | $113k | +50% | 1.9k | 58.95 |
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| H&R Block (HRB) | 0.0 | $111k | 2.3k | 48.37 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $110k | 2.1k | 52.33 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $108k | 618.00 | 175.22 |
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| Carrier Global Corporation (CARR) | 0.0 | $105k | 1.8k | 57.45 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $100k | 1.9k | 54.29 |
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| Oge Energy Corp (OGE) | 0.0 | $96k | 2.7k | 34.93 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $95k | -12% | 1.6k | 59.62 |
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| Southern Company (SO) | 0.0 | $94k | -19% | 1.3k | 70.12 |
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| BP Sponsored Adr (BP) | 0.0 | $94k | 2.7k | 35.40 |
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| U.S. Physical Therapy (USPH) | 0.0 | $93k | 1.0k | 93.14 |
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| AFLAC Incorporated (AFL) | 0.0 | $91k | 1.1k | 82.50 |
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| Credit Acceptance (CACC) | 0.0 | $91k | 170.00 | 532.74 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $88k | -17% | 1.1k | 77.02 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $87k | 258.00 | 337.36 |
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| Essex Property Trust (ESS) | 0.0 | $87k | 350.00 | 247.94 |
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| Enterprise Products Partners (EPD) | 0.0 | $78k | 3.0k | 26.35 |
|
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| Intel Corporation (INTC) | 0.0 | $77k | -13% | 1.5k | 50.24 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $75k | 660.00 | 114.04 |
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| Caterpillar (CAT) | 0.0 | $74k | 250.00 | 295.67 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $73k | 820.00 | 89.47 |
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| Caci Intl Cl A (CACI) | 0.0 | $73k | 225.00 | 323.86 |
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| Bristol Myers Squibb (BMY) | 0.0 | $73k | 1.4k | 51.31 |
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| Intuit (INTU) | 0.0 | $72k | 115.00 | 625.03 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $71k | 984.00 | 72.22 |
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| Target Corporation (TGT) | 0.0 | $71k | 499.00 | 142.38 |
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| Smartsheet Com Cl A (SMAR) | 0.0 | $69k | 1.4k | 47.82 |
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| CVS Caremark Corporation (CVS) | 0.0 | $68k | 866.00 | 78.96 |
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| PPL Corporation (PPL) | 0.0 | $68k | 2.5k | 27.10 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $66k | 381.00 | 173.92 |
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| Clorox Company (CLX) | 0.0 | $66k | 463.00 | 142.59 |
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| J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE) | 0.0 | $66k | 1.2k | 53.71 |
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| Gentex Corporation (GNTX) | 0.0 | $65k | 2.0k | 32.66 |
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| Jabil Circuit (JBL) | 0.0 | $65k | 510.00 | 127.40 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $64k | 982.00 | 65.38 |
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| State Street Corporation (STT) | 0.0 | $62k | 800.00 | 77.46 |
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| Moody's Corporation (MCO) | 0.0 | $62k | 158.00 | 390.56 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $62k | 588.00 | 104.92 |
|
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| Westrock (WRK) | 0.0 | $61k | 1.5k | 41.52 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $61k | -46% | 814.00 | 75.10 |
|
| Consolidated Edison (ED) | 0.0 | $60k | 660.00 | 90.97 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $59k | -7% | 345.00 | 170.40 |
|
| FirstEnergy (FE) | 0.0 | $57k | 1.6k | 36.66 |
|
|
| EastGroup Properties (EGP) | 0.0 | $55k | 300.00 | 183.54 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $54k | 91.00 | 596.60 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $54k | 1.1k | 50.58 |
|
|
| Dow (DOW) | 0.0 | $54k | 986.00 | 54.84 |
|
|
| Hldgs (UAL) | 0.0 | $54k | +1210% | 1.3k | 41.26 |
|
| Equinix (EQIX) | 0.0 | $54k | 67.00 | 805.99 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $54k | 1.0k | 52.04 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $53k | 941.00 | 56.14 |
|
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $53k | 3.5k | 15.05 |
|
|
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $51k | 375.00 | 137.07 |
|
|
| CSX Corporation (CSX) | 0.0 | $51k | 1.5k | 34.67 |
|
|
| Dex (DXCM) | 0.0 | $50k | 400.00 | 124.09 |
|
|
| Hershey Company (HSY) | 0.0 | $49k | 264.00 | 186.44 |
|
|
| Energizer Holdings (ENR) | 0.0 | $49k | -2% | 1.5k | 31.68 |
|
| WD-40 Company (WDFC) | 0.0 | $48k | 200.00 | 239.07 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $48k | 205.00 | 232.97 |
|
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $48k | 212.00 | 224.79 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $46k | -63% | 631.00 | 73.55 |
|
| AECOM Technology Corporation (ACM) | 0.0 | $46k | 500.00 | 92.43 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $46k | 2.1k | 22.10 |
|
|
| Exelon Corporation (EXC) | 0.0 | $45k | 1.3k | 35.90 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $45k | 671.00 | 67.35 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $45k | NEW | 600.00 | 74.58 |
|
| Masco Corporation (MAS) | 0.0 | $45k | 667.00 | 66.98 |
|
|
| Oneok (OKE) | 0.0 | $45k | 633.00 | 70.22 |
|
|
| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.0 | $44k | 981.00 | 45.01 |
|
|
| Dupont De Nemours (DD) | 0.0 | $44k | -5% | 567.00 | 76.93 |
|
| Palo Alto Networks (PANW) | 0.0 | $43k | 147.00 | 294.88 |
|
|
| Alta Equipment Group Common Stock (ALTG) | 0.0 | $43k | 3.5k | 12.37 |
|
|
| American Financial (AFG) | 0.0 | $43k | 363.00 | 118.89 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $43k | 100.00 | 426.51 |
|
|
| Hp (HPQ) | 0.0 | $42k | -12% | 1.4k | 30.09 |
|
| Synchrony Financial (SYF) | 0.0 | $42k | -5% | 1.1k | 38.18 |
|
| Honeywell International (HON) | 0.0 | $42k | 198.00 | 209.71 |
|
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $41k | 136.00 | 304.55 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $41k | 545.00 | 75.54 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $41k | 248.00 | 164.42 |
|
|
| Edison International (EIX) | 0.0 | $41k | 570.00 | 71.49 |
|
|
| Community Bank System (CBU) | 0.0 | $41k | 780.00 | 52.11 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $40k | 1.1k | 36.96 |
|
|
| Xylem (XYL) | 0.0 | $40k | 352.00 | 114.36 |
|
|
| Uber Technologies (UBER) | 0.0 | $40k | 650.00 | 61.57 |
|
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 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
- Center for Financial Planning 2020 Q4 filed Feb. 9, 2021
- Center for Financial Planning 2020 Q3 filed Nov. 12, 2020
- Center for Financial Planning 2020 Q2 filed Aug. 6, 2020