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 63.20% of Center for Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: VWO (+$16M), VOO, EAGG, VBR, VB, GOOGL, GOOG, JCI, VGT, LLY.
- Started 56 new stock positions in WEC, DGRO, EXPI, KBWD, CODI, VIG, AGZ, ANGL, LULU, FDX.
- Reduced shares in these 10 stocks: QUAL, SGOV, IEFA, UNP, MSFT, IJH, VTI, RJF, VXUS, CVX.
- Sold out of its positions in ABBNY, Canadian Pacific Railway, CEQP, IPAY, FITB, IBB, EFAV, IXUS, SGOV, KMI. BATRA, BATRK, MBC, PEG, XTN, SPH, SYY, UIS, GDXJ, VONG, Arrival Group.
- Center for Financial Planning was a net buyer of stock by $17M.
- Center for Financial Planning has $476M in assets under management (AUM), dropping by 9.88%.
- Central Index Key (CIK): 0001803557
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Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 572 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Center for Financial Planning has 572 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Center for Financial Planning June 30, 2023 positions
- Download the Center for Financial Planning June 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) | 33.8 | $161M | 396k | 407.28 |
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| Ishares Tr Core Msci Eafe (IEFA) | 13.0 | $62M | 920k | 67.50 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 7.4 | $35M | 213k | 165.40 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.6 | $22M | 110k | 198.89 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.3 | $21M | +366% | 509k | 40.68 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.6 | $17M | -6% | 129k | 134.87 |
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| Microsoft Corporation (MSFT) | 2.2 | $10M | 30k | 340.54 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.1 | $9.8M | 19.00 | 517810.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.5 | $7.3M | 131k | 56.08 |
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| Apple (AAPL) | 1.2 | $5.5M | 28k | 193.97 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $4.7M | 14k | 341.00 |
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| Amazon (AMZN) | 0.7 | $3.2M | 25k | 130.36 |
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| Procter & Gamble Company (PG) | 0.6 | $3.0M | 20k | 151.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.7M | +8% | 23k | 120.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $2.6M | -2% | 6.0k | 443.29 |
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| Nextera Energy (NEE) | 0.5 | $2.6M | 35k | 74.20 |
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| Raymond James Financial (RJF) | 0.5 | $2.5M | -3% | 24k | 103.77 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.5M | 15k | 165.52 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.4M | 17k | 145.44 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $2.3M | 8.2k | 282.96 |
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| Chevron Corporation (CVX) | 0.4 | $2.1M | -3% | 14k | 157.35 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $2.1M | 4.0k | 521.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.0M | -7% | 7.5k | 261.48 |
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| Abbott Laboratories (ABT) | 0.4 | $1.9M | 18k | 109.02 |
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| Pepsi (PEP) | 0.4 | $1.9M | 10k | 185.22 |
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| Abbvie (ABBV) | 0.4 | $1.9M | 14k | 134.73 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.4 | $1.8M | +7% | 4.1k | 442.16 |
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| McKesson Corporation (MCK) | 0.4 | $1.7M | 4.1k | 427.31 |
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| Colgate-Palmolive Company (CL) | 0.4 | $1.7M | 22k | 77.04 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.7M | 16k | 107.25 |
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| Merck & Co (MRK) | 0.3 | $1.6M | 14k | 115.39 |
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| Stryker Corporation (SYK) | 0.3 | $1.6M | 5.3k | 305.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.6M | -6% | 7.3k | 220.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.6M | +4% | 11k | 142.10 |
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| salesforce (CRM) | 0.3 | $1.5M | 7.3k | 211.26 |
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| Motorola Solutions Com New (MSI) | 0.3 | $1.5M | 5.2k | 293.28 |
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| American Express Company (AXP) | 0.3 | $1.5M | 8.7k | 174.20 |
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| Cisco Systems (CSCO) | 0.3 | $1.5M | 29k | 51.74 |
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| Coca-Cola Company (KO) | 0.3 | $1.4M | 23k | 60.22 |
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| Illinois Tool Works (ITW) | 0.3 | $1.3M | 5.0k | 250.16 |
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| Ford Motor Company (F) | 0.3 | $1.2M | 79k | 15.13 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.2M | +3% | 5.8k | 202.70 |
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| Home Depot (HD) | 0.2 | $1.2M | 3.7k | 310.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.1M | 11k | 99.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.1M | -2% | 4.9k | 220.16 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.0M | -15% | 5.1k | 204.63 |
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| General Mills (GIS) | 0.2 | $973k | 13k | 76.70 |
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| Agree Realty Corporation (ADC) | 0.2 | $970k | 15k | 65.39 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $942k | 20k | 46.18 |
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| McDonald's Corporation (MCD) | 0.2 | $940k | -5% | 3.2k | 298.37 |
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| American Tower Reit (AMT) | 0.2 | $928k | 4.8k | 193.94 |
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| Omni (OMC) | 0.2 | $924k | 9.7k | 95.15 |
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| Broadcom (AVGO) | 0.2 | $916k | +3% | 1.1k | 867.43 |
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| Tesla Motors (TSLA) | 0.2 | $898k | 3.4k | 261.77 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $897k | 5.5k | 163.64 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $865k | +8% | 7.8k | 110.48 |
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| Eaton Corp SHS (ETN) | 0.2 | $864k | +2% | 4.3k | 201.12 |
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| 3M Company (MMM) | 0.2 | $823k | 8.2k | 100.09 |
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| S&p Global (SPGI) | 0.2 | $803k | 2.0k | 400.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $792k | +40% | 6.6k | 119.70 |
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| Danaher Corporation (DHR) | 0.2 | $756k | 3.2k | 240.00 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $741k | 5.3k | 140.80 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $728k | +104% | 15k | 47.17 |
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| Pfizer (PFE) | 0.1 | $662k | +3% | 18k | 36.68 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $661k | 2.9k | 229.74 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $657k | 16k | 40.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $655k | -4% | 3.5k | 187.27 |
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| Emerson Electric (EMR) | 0.1 | $651k | 7.2k | 90.39 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $638k | 8.7k | 73.03 |
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| Vanguard World Fds Energy Etf (VDE) | 0.1 | $610k | 5.4k | 112.89 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $587k | 12k | 48.16 |
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| Air Products & Chemicals (APD) | 0.1 | $583k | 1.9k | 299.53 |
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| Verizon Communications (VZ) | 0.1 | $560k | 15k | 37.19 |
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| UnitedHealth (UNH) | 0.1 | $553k | 1.2k | 480.64 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $547k | 5.8k | 95.09 |
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| United Parcel Service CL B (UPS) | 0.1 | $541k | 3.0k | 179.25 |
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| DTE Energy Company (DTE) | 0.1 | $541k | +4% | 4.9k | 110.01 |
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| Philip Morris International (PM) | 0.1 | $525k | 5.4k | 97.62 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $515k | 10k | 50.22 |
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| Wal-Mart Stores (WMT) | 0.1 | $485k | +2% | 3.1k | 157.18 |
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| Chubb (CB) | 0.1 | $468k | +4% | 2.4k | 192.57 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $463k | +2% | 4.0k | 116.61 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $456k | 13k | 34.50 |
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| Medtronic SHS (MDT) | 0.1 | $455k | 5.2k | 88.10 |
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| Dover Corporation (DOV) | 0.1 | $454k | 3.1k | 147.65 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $437k | +15% | 6.5k | 67.09 |
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| Progressive Corporation (PGR) | 0.1 | $432k | 3.3k | 132.37 |
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| Dana Holding Corporation (DAN) | 0.1 | $408k | 24k | 17.00 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $403k | 5.5k | 72.94 |
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| Rockwell Automation (ROK) | 0.1 | $399k | 1.2k | 329.45 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $398k | 8.1k | 48.94 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $393k | -7% | 1.9k | 204.68 |
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| Trane Technologies SHS (TT) | 0.1 | $389k | 2.0k | 191.27 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $379k | -7% | 5.2k | 72.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $368k | +2% | 3.8k | 97.94 |
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| Walt Disney Company (DIS) | 0.1 | $358k | 4.0k | 89.29 |
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| Devon Energy Corporation (DVN) | 0.1 | $349k | +5% | 7.2k | 48.34 |
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| Visa Com Cl A (V) | 0.1 | $343k | 1.4k | 237.49 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $339k | 8.2k | 41.55 |
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| Cme (CME) | 0.1 | $334k | 1.8k | 185.30 |
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| WPP Adr (WPP) | 0.1 | $322k | 6.2k | 52.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $321k | 721.00 | 445.71 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $317k | 3.2k | 97.96 |
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| International Business Machines (IBM) | 0.1 | $311k | -10% | 2.3k | 133.84 |
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| Darden Restaurants (DRI) | 0.1 | $307k | +2% | 1.8k | 167.08 |
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| Keysight Technologies (KEYS) | 0.1 | $303k | 1.8k | 167.45 |
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| Us Bancorp Del Com New (USB) | 0.1 | $298k | 9.0k | 33.04 |
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| Iqvia Holdings (IQV) | 0.1 | $295k | 1.3k | 224.77 |
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| Aon Shs Cl A (AON) | 0.1 | $295k | 853.00 | 345.20 |
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| Stanley Black & Decker (SWK) | 0.1 | $293k | 3.1k | 93.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $288k | +9% | 779.00 | 369.42 |
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| Edwards Lifesciences (EW) | 0.1 | $286k | 3.0k | 94.33 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $283k | 26k | 10.78 |
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| Altria (MO) | 0.1 | $282k | 6.2k | 45.30 |
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| Fiserv (FI) | 0.1 | $281k | 2.2k | 126.15 |
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| Netflix (NFLX) | 0.1 | $279k | 634.00 | 440.49 |
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| Henry Schein (HSIC) | 0.1 | $276k | 3.4k | 81.10 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $275k | 3.7k | 75.23 |
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| Intercontinental Exchange (ICE) | 0.1 | $272k | 2.4k | 113.08 |
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| L3harris Technologies (LHX) | 0.1 | $270k | 1.4k | 195.77 |
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| TJX Companies (TJX) | 0.1 | $269k | 3.2k | 84.79 |
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| Best Buy (BBY) | 0.1 | $252k | +2% | 3.1k | 81.95 |
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| At&t (T) | 0.1 | $251k | -6% | 16k | 15.95 |
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| Boeing Company (BA) | 0.0 | $237k | 1.1k | 211.16 |
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| Meta Platforms Cl A (META) | 0.0 | $235k | -3% | 820.00 | 286.98 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $234k | 849.00 | 275.18 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $229k | +8% | 2.1k | 108.87 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $227k | 1.2k | 196.38 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $215k | +23% | 1.8k | 122.58 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $207k | NEW | 3.0k | 68.14 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $198k | 2.3k | 86.54 |
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| NVIDIA Corporation (NVDA) | 0.0 | $196k | 464.00 | 423.02 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $194k | +44% | 1.8k | 106.07 |
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| Pioneer Natural Resources (PXD) | 0.0 | $189k | 912.00 | 207.18 |
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| Eli Lilly & Co. (LLY) | 0.0 | $188k | +100% | 400.00 | 468.98 |
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| LCNB (LCNB) | 0.0 | $187k | 13k | 14.76 |
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| Public Storage (PSA) | 0.0 | $186k | 636.00 | 291.88 |
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| Oracle Corporation (ORCL) | 0.0 | $182k | 1.5k | 119.09 |
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| Eversource Energy (ES) | 0.0 | $176k | -25% | 2.5k | 70.92 |
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| Halliburton Company (HAL) | 0.0 | $176k | 5.3k | 32.99 |
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| Allstate Corporation (ALL) | 0.0 | $175k | 1.6k | 109.04 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $175k | 379.00 | 460.38 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $173k | 714.00 | 242.66 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $171k | 2.2k | 77.19 |
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| Amgen (AMGN) | 0.0 | $167k | 750.00 | 222.02 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $158k | 922.00 | 171.83 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $158k | +136% | 2.2k | 72.69 |
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| Anthem (ELV) | 0.0 | $155k | 349.00 | 444.29 |
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| Steris Shs Usd (STE) | 0.0 | $152k | 675.00 | 224.98 |
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| PPG Industries (PPG) | 0.0 | $144k | 968.00 | 148.30 |
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| Nucor Corporation (NUE) | 0.0 | $135k | 822.00 | 163.98 |
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| HEICO Corporation (HEI) | 0.0 | $130k | 733.00 | 176.94 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $126k | 910.00 | 138.38 |
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| Costco Wholesale Corporation (COST) | 0.0 | $124k | 230.00 | 538.38 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $123k | +20% | 1.4k | 89.74 |
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| U.S. Physical Therapy (USPH) | 0.0 | $122k | 1.0k | 121.39 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $119k | +42% | 2.2k | 54.80 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $118k | 535.00 | 219.57 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $117k | 2.5k | 46.39 |
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| Southern Company (SO) | 0.0 | $117k | 1.7k | 70.25 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $116k | 1.4k | 83.56 |
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| Landstar System (LSTR) | 0.0 | $116k | 600.00 | 192.54 |
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| IDEXX Laboratories (IDXX) | 0.0 | $111k | 221.00 | 502.23 |
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| General Electric Com New (GE) | 0.0 | $109k | -13% | 990.00 | 109.85 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $108k | +92% | 1.5k | 72.63 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $108k | 1.5k | 70.48 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $107k | 1.2k | 92.97 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $105k | 1.4k | 75.57 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $104k | 2.1k | 49.56 |
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| Advanced Micro Devices (AMD) | 0.0 | $103k | 903.00 | 113.91 |
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $103k | 900.00 | 114.06 |
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| Oge Energy Corp (OGE) | 0.0 | $98k | 2.7k | 35.91 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $98k | 618.00 | 158.56 |
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| Bank of America Corporation (BAC) | 0.0 | $96k | 3.3k | 28.69 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $95k | 1.9k | 51.41 |
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| BP Sponsored Adr (BP) | 0.0 | $94k | 2.7k | 35.29 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $94k | 272.00 | 343.85 |
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| Carrier Global Corporation (CARR) | 0.0 | $91k | -2% | 1.8k | 49.71 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $88k | 258.00 | 341.94 |
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| Credit Acceptance (CACC) | 0.0 | $86k | 170.00 | 507.94 |
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| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.0 | $85k | NEW | 5.1k | 16.49 |
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| Clorox Company (CLX) | 0.0 | $83k | 523.00 | 159.04 |
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| Essex Property Trust (ESS) | 0.0 | $82k | 350.00 | 234.30 |
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| Enterprise Products Partners (EPD) | 0.0 | $78k | 3.0k | 26.35 |
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| Nfj Dividend Interest (NFJ) | 0.0 | $77k | NEW | 6.3k | 12.21 |
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| AFLAC Incorporated (AFL) | 0.0 | $77k | 1.1k | 69.80 |
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| Caci Intl Cl A (CACI) | 0.0 | $77k | 225.00 | 340.84 |
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| Bristol Myers Squibb (BMY) | 0.0 | $76k | -20% | 1.2k | 63.95 |
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| Compass Diversified Sh Ben Int (CODI) | 0.0 | $76k | NEW | 3.5k | 21.69 |
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| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.0 | $76k | NEW | 4.8k | 15.63 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $74k | 984.00 | 75.56 |
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| H&R Block (HRB) | 0.0 | $73k | 2.3k | 31.87 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $73k | 820.00 | 89.01 |
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| Voya Global Eq Div & Pr Opp (IGD) | 0.0 | $72k | NEW | 14k | 5.14 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $71k | 660.00 | 107.13 |
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| PPL Corporation (PPL) | 0.0 | $66k | 2.5k | 26.46 |
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| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $64k | NEW | 12k | 5.23 |
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| Caterpillar (CAT) | 0.0 | $62k | 250.00 | 246.05 |
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| CSX Corporation (CSX) | 0.0 | $61k | 1.8k | 34.10 |
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| J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE) | 0.0 | $61k | 1.2k | 50.16 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $61k | NEW | 982.00 | 62.09 |
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| Alta Equipment Group Common Stock (ALTG) | 0.0 | $61k | 3.5k | 17.33 |
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| FirstEnergy (FE) | 0.0 | $61k | -26% | 1.6k | 38.88 |
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| CVS Caremark Corporation (CVS) | 0.0 | $60k | 866.00 | 69.13 |
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| Consolidated Edison (ED) | 0.0 | $60k | 660.00 | 90.40 |
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| State Street Corporation (STT) | 0.0 | $59k | 800.00 | 73.18 |
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| Gentex Corporation (GNTX) | 0.0 | $59k | 2.0k | 29.26 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $57k | 588.00 | 97.46 |
|
|
| WD-40 Company (WDFC) | 0.0 | $57k | 300.00 | 188.65 |
|
|
| Uber Technologies (UBER) | 0.0 | $56k | 1.3k | 43.17 |
|
|
| Jabil Circuit (JBL) | 0.0 | $55k | 510.00 | 107.93 |
|
|
| Moody's Corporation (MCO) | 0.0 | $55k | 158.00 | 347.72 |
|
|
| Smartsheet Com Cl A (SMAR) | 0.0 | $55k | 1.4k | 38.26 |
|
|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 0.0 | $54k | NEW | 440.00 | 122.74 |
|
| Hp (HPQ) | 0.0 | $54k | 1.8k | 30.71 |
|
|
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $53k | 375.00 | 142.17 |
|
|
| Energizer Holdings (ENR) | 0.0 | $53k | 1.6k | 33.58 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $53k | 1.1k | 49.31 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $53k | NEW | 325.00 | 162.43 |
|
| Dow (DOW) | 0.0 | $53k | 990.00 | 53.26 |
|
|
| Intuit (INTU) | 0.0 | $53k | 115.00 | 458.19 |
|
|
| Intel Corporation (INTC) | 0.0 | $52k | +6% | 1.6k | 33.43 |
|
| EastGroup Properties (EGP) | 0.0 | $52k | 300.00 | 173.60 |
|
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $52k | 3.5k | 14.71 |
|
|
| Exelon Corporation (EXC) | 0.0 | $52k | 1.3k | 40.74 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $52k | NEW | 1.0k | 51.53 |
|
| Dex (DXCM) | 0.0 | $51k | NEW | 400.00 | 128.51 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $51k | 941.00 | 54.41 |
|
|
| Coherent Corp (COHR) | 0.0 | $51k | 1.0k | 50.98 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $51k | 1.0k | 49.12 |
|
|
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $50k | 800.00 | 62.32 |
|
|
| Dominion Resources (D) | 0.0 | $49k | 942.00 | 51.79 |
|
|
| Equinix (EQIX) | 0.0 | $49k | -19% | 62.00 | 783.95 |
|
| Southwest Airlines (LUV) | 0.0 | $48k | +17% | 1.3k | 36.21 |
|
| Automatic Data Processing (ADP) | 0.0 | $47k | +4% | 215.00 | 219.79 |
|
| Target Corporation (TGT) | 0.0 | $47k | -18% | 358.00 | 131.75 |
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $47k | 212.00 | 221.29 |
|
|
| Deere & Company (DE) | 0.0 | $47k | +666% | 115.00 | 405.19 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $46k | NEW | 319.00 | 144.25 |
|
| Honeywell International (HON) | 0.0 | $45k | +10% | 219.00 | 207.50 |
|
| Synchrony Financial (SYF) | 0.0 | $45k | 1.3k | 33.93 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $45k | NEW | 504.00 | 88.56 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $45k | 91.00 | 489.00 |
|
|
| Adtalem Global Ed (ATGE) | 0.0 | $44k | NEW | 1.3k | 34.34 |
|
| American Financial (AFG) | 0.0 | $43k | 363.00 | 118.75 |
|
|
| Dupont De Nemours (DD) | 0.0 | $43k | 602.00 | 71.44 |
|
|
| Westrock (WRK) | 0.0 | $43k | 1.5k | 29.07 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $43k | 931.00 | 45.76 |
|
|
| Qualcomm (QCOM) | 0.0 | $42k | 356.00 | 119.04 |
|
|
| AECOM Technology Corporation (ACM) | 0.0 | $42k | 500.00 | 84.69 |
|
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 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
- Center for Financial Planning 2020 Q1 filed May 11, 2020
- Center for Financial Planning 2019 Q4 filed Feb. 14, 2020