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 64.56% of Center for Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: SPDW (+$74M), AGG, VOO, MSFT, VO, NVDA, ZTS, CRM, ADBE, VWO.
- Started 34 new stock positions in WTRG, NEAR, CHTR, ETHE, FEOE, GME, IBIT, UAA, VONG, AZN.
- Reduced shares in these 10 stocks: IEFA (-$60M), FSIG, VBR, MDT, USB, QUAL, GOOGL, VXUS, PG, LUV.
- Sold out of its positions in AMC, BCD, AEP, AstraZeneca, BBVA, B, BAX, BINC, DYNF, BAI.
- Center for Financial Planning was a net buyer of stock by $18M.
- Center for Financial Planning has $958M in assets under management (AUM), dropping by -0.32%.
- Central Index Key (CIK): 0001803557
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Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 658 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Center for Financial Planning has 658 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Center for Financial Planning March 31, 2026 positions
- Download the Center for Financial Planning March 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) | 33.9 | $325M | 544k | 597.55 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 10.9 | $105M | +2% | 1.1M | 99.27 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 7.7 | $74M | +1299466% | 1.6M | 45.65 |
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| Vanguard Index Fds Small Cp Etf (VB) | 7.0 | $67M | 255k | 261.92 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.0 | $48M | 168k | 287.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.1 | $39M | -60% | 436k | 90.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $31M | 578k | 54.05 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.8 | $17M | 91k | 191.81 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $14M | 19.00 | 718140.00 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $12M | -2% | 56k | 217.25 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $10M | 131k | 77.11 |
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| Microsoft Corporation (MSFT) | 1.0 | $9.8M | +10% | 27k | 370.17 |
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| Apple (AAPL) | 0.8 | $8.1M | 32k | 253.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $7.2M | 15k | 479.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $5.6M | 20k | 286.86 |
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| Amazon (AMZN) | 0.5 | $5.2M | 25k | 208.27 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $5.1M | 17k | 294.16 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $4.2M | 29k | 145.79 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.9M | 16k | 244.44 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.9M | 8.9k | 436.79 |
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| Abbvie (ABBV) | 0.4 | $3.8M | 17k | 217.48 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $3.3M | 50k | 67.53 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $3.3M | 67k | 49.81 |
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| Nextera Energy (NEE) | 0.3 | $3.3M | 35k | 92.88 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $3.2M | -3% | 11k | 302.26 |
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| Broadcom (AVGO) | 0.3 | $3.0M | +3% | 9.8k | 309.51 |
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| McKesson Corporation (MCK) | 0.3 | $2.8M | 3.3k | 865.36 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $2.8M | 4.1k | 697.72 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $2.8M | -2% | 4.4k | 650.32 |
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| Raymond James Financial (RJF) | 0.3 | $2.8M | 19k | 144.79 |
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| Procter & Gamble Company (PG) | 0.3 | $2.7M | -5% | 18k | 144.44 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.6M | 16k | 169.66 |
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| Chevron Corporation (CVX) | 0.3 | $2.5M | 12k | 206.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.5M | 7.9k | 320.81 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.3 | $2.5M | -4% | 74k | 33.77 |
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| First Tr Exchange-traded Limited Duration (FSIG) | 0.3 | $2.5M | -14% | 132k | 18.94 |
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| Motorola Solutions Com New (MSI) | 0.2 | $2.2M | +2% | 5.1k | 433.97 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.2M | 11k | 196.20 |
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| Pepsi (PEP) | 0.2 | $2.1M | 13k | 155.29 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $2.1M | -4% | 44k | 47.55 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | 4.0k | 491.53 |
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| American Express Company (AXP) | 0.2 | $1.9M | -3% | 6.4k | 302.48 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.9M | +22% | 11k | 174.40 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.8M | 22k | 85.23 |
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| Abbott Laboratories (ABT) | 0.2 | $1.8M | 18k | 102.67 |
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| Coca-Cola Company (KO) | 0.2 | $1.8M | 23k | 76.05 |
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| salesforce (CRM) | 0.2 | $1.8M | +21% | 9.5k | 186.68 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.7M | 5.8k | 298.86 |
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| Stryker Corporation (SYK) | 0.2 | $1.7M | +2% | 5.1k | 328.59 |
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| McDonald's Corporation (MCD) | 0.2 | $1.6M | 5.3k | 310.76 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.6M | -2% | 13k | 124.31 |
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| Home Depot (HD) | 0.2 | $1.6M | 4.9k | 328.89 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.6M | 13k | 124.28 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.5M | 4.3k | 357.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.4M | -11% | 5.0k | 287.55 |
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| Merck & Co (MRK) | 0.1 | $1.4M | -5% | 12k | 120.29 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | 2.1k | 653.21 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.2M | +2% | 25k | 49.89 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.2M | 5.0k | 244.20 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.2M | 4.8k | 242.63 |
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| DTE Energy Company (DTE) | 0.1 | $1.1M | 7.5k | 146.23 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | 3.0k | 371.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 5.0k | 215.08 |
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| 3M Company (MMM) | 0.1 | $1.1M | 7.4k | 145.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.0M | -4% | 1.8k | 577.19 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.0M | 21k | 48.46 |
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| Illinois Tool Works (ITW) | 0.1 | $994k | -9% | 3.8k | 260.29 |
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| Philip Morris International (PM) | 0.1 | $983k | 5.9k | 165.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $971k | -6% | 15k | 64.08 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $951k | 5.5k | 173.04 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $933k | -3% | 20k | 47.53 |
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| American Tower Reit (AMT) | 0.1 | $874k | +10% | 5.1k | 172.58 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $870k | 8.9k | 97.23 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $864k | 12k | 70.91 |
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| Eli Lilly & Co. (LLY) | 0.1 | $842k | +16% | 915.00 | 919.77 |
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| Emerson Electric (EMR) | 0.1 | $814k | -8% | 6.2k | 131.02 |
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| Ge Vernova (GEV) | 0.1 | $808k | 926.00 | 872.90 |
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| Dana Holding Corporation (DAN) | 0.1 | $808k | 24k | 33.65 |
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| Delta Air Lines Com New (DAL) | 0.1 | $796k | -2% | 12k | 66.48 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $795k | 3.2k | 248.00 |
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| Analog Devices (ADI) | 0.1 | $793k | +3% | 2.5k | 318.14 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $771k | -13% | 4.1k | 189.59 |
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| Cisco Systems (CSCO) | 0.1 | $766k | -2% | 9.9k | 77.59 |
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| International Business Machines (IBM) | 0.1 | $763k | 3.1k | 242.42 |
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| Omni (OMC) | 0.1 | $739k | 9.8k | 75.31 |
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| Meta Platforms Cl A (META) | 0.1 | $739k | +2% | 1.3k | 572.17 |
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| Chubb (CB) | 0.1 | $735k | +2% | 2.3k | 325.94 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $723k | 6.1k | 118.45 |
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| Advanced Micro Devices (AMD) | 0.1 | $715k | 3.5k | 203.43 |
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| Cme (CME) | 0.1 | $657k | +2% | 2.2k | 295.37 |
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| Dover Corporation (DOV) | 0.1 | $641k | 3.1k | 208.45 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $640k | 13k | 48.46 |
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| Trane Technologies SHS (TT) | 0.1 | $636k | -18% | 1.5k | 416.70 |
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| Ford Motor Company (F) | 0.1 | $633k | 55k | 11.54 |
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| Progressive Corporation (PGR) | 0.1 | $629k | 3.2k | 198.24 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $612k | 22k | 28.00 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $606k | 20k | 30.50 |
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| Visa Com Cl A (V) | 0.1 | $606k | +9% | 2.0k | 302.31 |
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| Verizon Communications (VZ) | 0.1 | $598k | -5% | 12k | 50.20 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $583k | 3.0k | 192.90 |
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| Air Products & Chemicals (APD) | 0.1 | $582k | +3% | 2.0k | 290.49 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT) | 0.1 | $580k | 19k | 30.62 |
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| Danaher Corporation (DHR) | 0.1 | $580k | 3.1k | 189.60 |
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| Netflix (NFLX) | 0.1 | $534k | +14% | 5.6k | 96.15 |
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| Darden Restaurants (DRI) | 0.1 | $517k | +3% | 2.6k | 196.04 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $511k | +13% | 1.9k | 272.33 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $510k | -7% | 3.9k | 130.95 |
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| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 0.1 | $500k | 9.8k | 50.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $496k | 5.1k | 97.13 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $488k | +180% | 2.0k | 243.08 |
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| Cummins (CMI) | 0.1 | $481k | 894.00 | 538.02 |
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| TJX Companies (TJX) | 0.0 | $478k | 3.0k | 159.69 |
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| Amgen (AMGN) | 0.0 | $475k | 1.3k | 351.97 |
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| Realty Income (O) | 0.0 | $442k | 7.2k | 61.18 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $436k | 5.9k | 74.35 |
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| Applied Materials (AMAT) | 0.0 | $433k | +51% | 1.3k | 341.84 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $433k | 2.4k | 181.42 |
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| S&p Global (SPGI) | 0.0 | $422k | +14% | 993.00 | 425.34 |
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| General Mills (GIS) | 0.0 | $409k | 11k | 37.22 |
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| Arista Networks Com Shs (ANET) | 0.0 | $399k | 3.3k | 122.78 |
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| Pfizer (PFE) | 0.0 | $384k | -7% | 14k | 28.08 |
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| Yum! Brands (YUM) | 0.0 | $382k | 2.5k | 155.47 |
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| Walt Disney Company (DIS) | 0.0 | $374k | 3.9k | 96.38 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $374k | 3.5k | 106.15 |
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| Altria (MO) | 0.0 | $363k | 5.5k | 65.99 |
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| Entergy Corporation (ETR) | 0.0 | $356k | 3.2k | 112.36 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $351k | 1.8k | 196.85 |
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| Zoetis Cl A (ZTS) | 0.0 | $345k | +1692% | 2.9k | 118.21 |
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| Allstate Corporation (ALL) | 0.0 | $343k | -14% | 1.7k | 207.38 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $342k | 5.9k | 57.64 |
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| At&t (T) | 0.0 | $341k | -4% | 12k | 28.99 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $340k | 22k | 15.65 |
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| Ge Aerospace Com New (GE) | 0.0 | $333k | -3% | 1.2k | 283.77 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $327k | 541.00 | 604.39 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $325k | +2% | 2.4k | 134.64 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $322k | 6.9k | 46.53 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $311k | -10% | 722.00 | 430.29 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $309k | -8% | 234.00 | 1320.83 |
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| Diamondback Energy (FANG) | 0.0 | $307k | 1.6k | 197.81 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) | 0.0 | $302k | 9.0k | 33.62 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $293k | -2% | 2.0k | 148.10 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $289k | +4% | 10k | 28.71 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $285k | -2% | 2.6k | 110.36 |
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| Costco Wholesale Corporation (COST) | 0.0 | $280k | -3% | 281.00 | 996.43 |
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| Best Buy (BBY) | 0.0 | $277k | +4% | 4.3k | 64.20 |
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| Oracle Corporation (ORCL) | 0.0 | $272k | 1.8k | 147.11 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $265k | 1.2k | 216.58 |
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| Uber Technologies (UBER) | 0.0 | $259k | +25% | 3.6k | 71.93 |
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| Manulife Finl Corp (MFC) | 0.0 | $258k | +8% | 7.5k | 34.44 |
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| Rockwell Automation (ROK) | 0.0 | $254k | -7% | 707.00 | 358.88 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $253k | 2.7k | 94.58 |
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| Henry Schein (HSIC) | 0.0 | $251k | 3.4k | 73.70 |
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| Caterpillar (CAT) | 0.0 | $249k | -3% | 351.00 | 708.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $247k | +2% | 578.00 | 426.40 |
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| Us Bancorp Com New (USB) | 0.0 | $246k | -54% | 4.7k | 52.01 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $241k | 1.7k | 142.43 |
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| Iqvia Holdings (IQV) | 0.0 | $234k | 1.4k | 170.54 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $234k | 1.6k | 145.94 |
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| Lululemon Athletica (LULU) | 0.0 | $231k | +65% | 1.5k | 153.10 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $229k | 7.1k | 32.01 |
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| Bank of America Corporation (BAC) | 0.0 | $226k | 4.6k | 48.75 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $225k | 3.5k | 64.36 |
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| Fidelity National Information Services (FIS) | 0.0 | $221k | +2% | 4.7k | 46.91 |
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| Edwards Lifesciences (EW) | 0.0 | $218k | +42% | 2.7k | 80.08 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $216k | 2.3k | 94.56 |
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| Steris Shs Usd (STE) | 0.0 | $213k | 962.00 | 221.13 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $212k | -18% | 2.2k | 98.38 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $212k | 675.00 | 313.81 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $211k | 458.00 | 460.99 |
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| Aon Shs Cl A (AON) | 0.0 | $211k | 653.00 | 322.78 |
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| UnitedHealth (UNH) | 0.0 | $205k | -35% | 759.00 | 270.44 |
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| Wells Fargo & Company (WFC) | 0.0 | $204k | 2.6k | 79.61 |
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| Public Storage (PSA) | 0.0 | $199k | 736.00 | 270.88 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $199k | 4.3k | 45.87 |
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| LCNB (LCNB) | 0.0 | $197k | 13k | 15.59 |
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| Newmont Mining Corporation (NEM) | 0.0 | $195k | +1700% | 1.8k | 108.25 |
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| Amphenol Corp Cl A (APH) | 0.0 | $194k | 1.5k | 126.35 |
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| Halliburton Company (HAL) | 0.0 | $193k | -13% | 5.0k | 38.99 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $188k | -2% | 1.4k | 130.94 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $187k | +388% | 3.3k | 56.79 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $178k | -19% | 2.0k | 88.70 |
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| Dex (DXCM) | 0.0 | $171k | 2.7k | 62.80 |
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| Boeing Company (BA) | 0.0 | $165k | 829.00 | 199.03 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $165k | 356.00 | 463.19 |
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| Stanley Black & Decker (SWK) | 0.0 | $164k | 2.3k | 71.06 |
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| Howmet Aerospace (HWM) | 0.0 | $161k | 700.00 | 230.46 |
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| Celestica (CLS) | 0.0 | $160k | 567.00 | 281.68 |
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| Constellation Energy (CEG) | 0.0 | $159k | +293% | 570.00 | 279.25 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $155k | 783.00 | 198.14 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $150k | 300.00 | 499.66 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $149k | -3% | 1.3k | 113.11 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $143k | 1.9k | 75.10 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $142k | 1.5k | 95.44 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $142k | +300% | 2.6k | 54.65 |
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| Southern Company (SO) | 0.0 | $141k | -5% | 1.5k | 96.49 |
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| Jabil Circuit (JBL) | 0.0 | $140k | 527.00 | 265.63 |
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| Reddit Cl A (RDDT) | 0.0 | $140k | +126% | 1.0k | 134.65 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $139k | 559.00 | 248.84 |
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| Nucor Corporation (NUE) | 0.0 | $139k | 822.00 | 169.10 |
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| Medtronic SHS (MDT) | 0.0 | $138k | -68% | 1.6k | 86.65 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $138k | +1346% | 940.00 | 146.28 |
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| Digital World Acquisition Co Class A (DJT) | 0.0 | $137k | 15k | 9.28 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $136k | 736.00 | 184.28 |
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $134k | 900.00 | 149.23 |
|
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| Rbb Fund Trust First Eagle Over (FEOE) | 0.0 | $134k | NEW | 2.7k | 50.46 |
|
| Oge Energy Corp (OGE) | 0.0 | $131k | 2.7k | 47.96 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $130k | +6% | 385.00 | 337.95 |
|
| Ishares Tr Copper & Metals (ICOP) | 0.0 | $126k | NEW | 2.6k | 47.58 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $123k | +15% | 891.00 | 138.32 |
|
| Caci Intl Cl A (CACI) | 0.0 | $122k | 225.00 | 543.87 |
|
|
| Intuit (INTU) | 0.0 | $122k | 283.00 | 432.38 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $119k | -3% | 1.1k | 109.71 |
|
| Coherent Corp (COHR) | 0.0 | $119k | 500.00 | 238.21 |
|
|
| Moody's Corporation (MCO) | 0.0 | $118k | 270.00 | 436.25 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $115k | 205.00 | 561.89 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $114k | +176% | 127.00 | 895.24 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $113k | +44% | 3.1k | 36.75 |
|
| Norfolk Southern (NSC) | 0.0 | $113k | -4% | 394.00 | 287.00 |
|
| Global X Fds 1-3 Month T-bill (CLIP) | 0.0 | $113k | 1.1k | 100.36 |
|
|
| American Axle & Manufact. Holdings (DCH) | 0.0 | $113k | -5% | 19k | 5.93 |
|
| Cadence Design Systems (CDNS) | 0.0 | $110k | 397.00 | 277.87 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $109k | 2.6k | 42.54 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $108k | 1.5k | 71.13 |
|
|
| Adtalem Global Ed (CVSA) | 0.0 | $108k | +175% | 935.00 | 115.25 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $107k | 274.00 | 390.41 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $105k | 2.2k | 48.78 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $104k | NEW | 528.00 | 197.22 |
|
| Eversource Energy (ES) | 0.0 | $103k | -9% | 1.5k | 69.28 |
|
| Synopsys (SNPS) | 0.0 | $102k | 258.00 | 396.48 |
|
|
| Anthem (ELV) | 0.0 | $102k | 349.00 | 292.75 |
|
|
| Corteva (CTVA) | 0.0 | $102k | 1.2k | 83.68 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $101k | -7% | 1.7k | 60.65 |
|
| State Street Corporation (STT) | 0.0 | $101k | 800.00 | 126.56 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $96k | 1.3k | 71.82 |
|
|
| Landstar System (LSTR) | 0.0 | $96k | 600.00 | 160.31 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $96k | 1.0k | 93.98 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $96k | 2.5k | 37.84 |
|
|
| PPL Corporation (PPL) | 0.0 | $95k | 2.5k | 38.20 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $94k | 2.1k | 44.62 |
|
|
| Block Cl A (XYZ) | 0.0 | $94k | -8% | 1.6k | 60.18 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $93k | -5% | 1.3k | 69.74 |
|
| PPG Industries (PPG) | 0.0 | $93k | -10% | 868.00 | 106.88 |
|
| Venture Global Com Cl A (VG) | 0.0 | $91k | 5.8k | 15.76 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $90k | 1.8k | 50.14 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $90k | +9% | 515.00 | 174.61 |
|
| Devon Energy Corporation (DVN) | 0.0 | $89k | +25% | 1.8k | 50.32 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $88k | 660.00 | 132.50 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $86k | -4% | 1.1k | 80.95 |
|
| ConocoPhillips (COP) | 0.0 | $86k | +6% | 654.00 | 132.00 |
|
| Unum (UNM) | 0.0 | $86k | -4% | 1.2k | 73.03 |
|
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 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
- Center for Financial Planning 2022 Q3 filed Oct. 14, 2022
- Center for Financial Planning 2022 Q2 filed Aug. 12, 2022