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 65.53% of Center for Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: VO (+$41M), VUG, VGT, VOO, AGG, SPDW, VWO, VB, ARTY, CACC.
- Started 32 new stock positions in BILI, DD, VONE, RVT, SPCX, IONQ, SNDL, XNDU, CPA, USMV.
- Reduced shares in these 10 stocks: DAL, AMAT, AMD, IEFA, STE, EFA, QUAL, BBY, ADI, NVDA.
- Sold out of its positions in AMX, CALY, Carnival Corporation, CX, CHTR, CLF, Dupont De Nemours, DY, URA, Honeywell International. KBH, MRVL, MTDR, MELI, MPWR, METCB, METC, REGN, SBAC, SM, USPH, UAA, VST, RIG.
- Center for Financial Planning was a net buyer of stock by $57M.
- Center for Financial Planning has $1.1B in assets under management (AUM), dropping by 11.68%.
- Central Index Key (CIK): 0001803557
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Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 666 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Center for Financial Planning has 666 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Center for Financial Planning June 30, 2026 positions
- Download the Center for Financial Planning June 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) | 35.3 | $377M | 549k | 686.81 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 10.0 | $107M | +2% | 1.1M | 98.98 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 7.9 | $84M | +3% | 1.7M | 50.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 7.3 | $78M | 257k | 303.12 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.1 | $55M | +304% | 678k | 80.57 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $42M | 434k | 96.58 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $35M | +2% | 592k | 59.69 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.8 | $20M | 90k | 219.43 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $14M | 19.00 | 748850.00 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $14M | 56k | 242.99 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $11M | 131k | 85.49 |
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| Microsoft Corporation (MSFT) | 0.9 | $9.8M | 26k | 373.02 |
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| Apple (AAPL) | 0.9 | $9.3M | 32k | 289.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.6M | 15k | 500.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $6.9M | 20k | 353.33 |
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| Amazon (AMZN) | 0.6 | $6.0M | 25k | 238.34 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $5.7M | 17k | 327.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $4.6M | +495% | 53k | 86.14 |
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| Abbvie (ABBV) | 0.4 | $4.4M | 17k | 251.63 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $4.4M | 28k | 154.29 |
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| Johnson & Johnson (JNJ) | 0.4 | $4.0M | 16k | 253.97 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $3.9M | +707% | 33k | 119.52 |
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| Broadcom (AVGO) | 0.4 | $3.8M | +2% | 10k | 377.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.8M | 49k | 77.11 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $3.7M | -3% | 10k | 365.69 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $3.2M | -2% | 65k | 49.78 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $3.2M | -2% | 4.3k | 746.75 |
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| Nextera Energy (NEE) | 0.3 | $3.0M | 35k | 87.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.9M | 7.9k | 370.04 |
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| Raymond James Financial (RJF) | 0.3 | $2.9M | 19k | 152.03 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.3 | $2.7M | 75k | 36.53 |
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| Procter & Gamble Company (PG) | 0.2 | $2.6M | -5% | 18k | 146.64 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.5M | 11k | 217.93 |
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| McKesson Corporation (MCK) | 0.2 | $2.5M | 3.3k | 755.60 |
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| First Tr Exchange-traded Ltd Dur Invt Etf (FSIG) | 0.2 | $2.4M | -5% | 125k | 18.86 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $2.3M | +13% | 49k | 47.41 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $2.2M | +2% | 5.3k | 415.29 |
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| American Express Company (AXP) | 0.2 | $2.2M | 6.4k | 338.25 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.0M | -4% | 15k | 136.72 |
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| Chevron Corporation (CVX) | 0.2 | $2.0M | 12k | 165.76 |
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| NVIDIA Corporation (NVDA) | 0.2 | $2.0M | -7% | 10k | 200.09 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $2.0M | 4.0k | 501.36 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $2.0M | 5.8k | 343.88 |
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| Colgate-Palmolive Company (CL) | 0.2 | $2.0M | 22k | 91.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.0M | 13k | 148.31 |
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| Coca-Cola Company (KO) | 0.2 | $1.9M | 23k | 81.27 |
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| Abbott Laboratories (ABT) | 0.2 | $1.8M | +15% | 20k | 90.74 |
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| Pepsi (PEP) | 0.2 | $1.8M | 13k | 135.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | 5.0k | 357.35 |
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| Home Depot (HD) | 0.2 | $1.7M | 4.9k | 352.71 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.7M | -6% | 4.0k | 426.17 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.7M | -15% | 3.0k | 580.91 |
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| Stryker Corporation (SYK) | 0.1 | $1.6M | 5.1k | 314.84 |
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| salesforce (CRM) | 0.1 | $1.6M | +6% | 10k | 156.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.6M | 2.1k | 748.89 |
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| Merck & Co (MRK) | 0.1 | $1.5M | 11k | 128.50 |
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| McDonald's Corporation (MCD) | 0.1 | $1.4M | 5.3k | 270.29 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.3M | -6% | 12k | 113.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | 1.8k | 736.41 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | +10% | 5.6k | 236.63 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.3M | 4.8k | 272.01 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.3M | 25k | 50.58 |
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| 3M Company (MMM) | 0.1 | $1.2M | 7.4k | 161.91 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.2M | -5% | 4.7k | 255.70 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | +8% | 995.00 | 1199.43 |
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| Tesla Motors (TSLA) | 0.1 | $1.2M | -6% | 2.8k | 420.60 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $1.1M | +14% | 14k | 81.94 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | -2% | 9.6k | 117.46 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | 15k | 71.25 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $1.1M | 20k | 54.03 |
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| Philip Morris International (PM) | 0.1 | $1.1M | -2% | 5.8k | 180.91 |
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| Illinois Tool Works (ITW) | 0.1 | $1.0M | 3.8k | 270.47 |
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| Ge Vernova (GEV) | 0.1 | $1.0M | -5% | 879.00 | 1174.86 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.0M | 21k | 48.25 |
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| DTE Energy Company (DTE) | 0.1 | $997k | -12% | 6.5k | 152.38 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $981k | 8.9k | 110.32 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $979k | +8% | 4.4k | 221.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $960k | 3.2k | 300.45 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.1 | $905k | +71% | 12k | 76.16 |
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| Emerson Electric (EMR) | 0.1 | $889k | 6.2k | 143.15 |
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| International Business Machines (IBM) | 0.1 | $879k | 3.1k | 281.25 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $873k | +55% | 2.9k | 299.01 |
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| American Tower Reit (AMT) | 0.1 | $857k | +3% | 5.2k | 163.57 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $834k | 6.1k | 136.68 |
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| Analog Devices (ADI) | 0.1 | $831k | -16% | 2.1k | 397.17 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $825k | 5.5k | 150.13 |
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| First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) | 0.1 | $807k | +24% | 27k | 29.72 |
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| Trane Technologies SHS (TT) | 0.1 | $750k | 1.5k | 491.13 |
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| Ford Motor Company (F) | 0.1 | $749k | 54k | 13.90 |
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| Omni (OMC) | 0.1 | $745k | +4% | 10k | 72.83 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $727k | 13k | 55.01 |
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| Chubb (CB) | 0.1 | $723k | -5% | 2.1k | 340.75 |
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| Meta Platforms Cl A (META) | 0.1 | $708k | -2% | 1.3k | 563.33 |
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| Visa Com Cl A (V) | 0.1 | $698k | 2.0k | 343.01 |
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| Progressive Corporation (PGR) | 0.1 | $693k | 3.2k | 218.45 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $692k | 20k | 34.81 |
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| Dover Corporation (DOV) | 0.1 | $689k | 3.1k | 224.28 |
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| Dana Holding Corporation (DAN) | 0.1 | $653k | 24k | 27.21 |
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| Delta Air Lines Com New (DAL) | 0.1 | $637k | -43% | 6.8k | 93.66 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT) | 0.1 | $626k | -5% | 18k | 34.84 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $624k | +8% | 3.3k | 189.73 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $601k | 2.4k | 252.23 |
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| Air Products & Chemicals (APD) | 0.1 | $586k | 2.0k | 293.18 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $569k | 3.9k | 146.11 |
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| Darden Restaurants (DRI) | 0.1 | $542k | 2.6k | 206.01 |
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| Applied Materials (AMAT) | 0.1 | $541k | -40% | 748.00 | 723.26 |
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| Danaher Corporation (DHR) | 0.0 | $527k | -9% | 2.8k | 190.48 |
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| Cummins (CMI) | 0.0 | $519k | -18% | 727.00 | 713.21 |
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| Verizon Communications (VZ) | 0.0 | $516k | +2% | 12k | 42.34 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $501k | 1.8k | 281.03 |
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| Morgan Stanley Etf Trust Eato Va Dura Etf (EVSD) | 0.0 | $499k | 9.8k | 50.85 |
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| Amgen (AMGN) | 0.0 | $489k | 1.3k | 362.24 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $486k | +18% | 2.4k | 205.02 |
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| Arista Networks Com Shs (ANET) | 0.0 | $470k | -14% | 2.8k | 169.88 |
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| Cme (CME) | 0.0 | $456k | -7% | 2.1k | 220.84 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $449k | 5.9k | 76.55 |
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| TJX Companies (TJX) | 0.0 | $446k | 2.9k | 151.50 |
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| Ge Aerospace Com New (GE) | 0.0 | $446k | 1.2k | 373.73 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $442k | -5% | 222.00 | 1989.44 |
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| Credit Acceptance (CACC) | 0.0 | $427k | +294% | 670.00 | 636.74 |
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| S&p Global (SPGI) | 0.0 | $406k | 998.00 | 407.26 |
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| Altria (MO) | 0.0 | $396k | 5.5k | 71.95 |
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| Allstate Corporation (ALL) | 0.0 | $393k | 1.7k | 238.01 |
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| Yum! Brands (YUM) | 0.0 | $393k | 2.5k | 159.85 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $385k | 22k | 17.73 |
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| Realty Income (O) | 0.0 | $385k | -14% | 6.2k | 61.96 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $379k | 3.5k | 107.62 |
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| Caterpillar (CAT) | 0.0 | $374k | 351.00 | 1064.90 |
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| Entergy Corporation (ETR) | 0.0 | $363k | 3.2k | 114.86 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $357k | -32% | 3.4k | 103.88 |
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| Walt Disney Company (DIS) | 0.0 | $354k | -5% | 3.7k | 96.26 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $351k | 2.4k | 146.71 |
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| Rockwell Automation (ROK) | 0.0 | $350k | 707.00 | 495.08 |
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| Netflix (NFLX) | 0.0 | $346k | -12% | 4.9k | 71.40 |
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| Edwards Lifesciences (EW) | 0.0 | $345k | +40% | 3.8k | 90.46 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $343k | 5.9k | 57.84 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) | 0.0 | $335k | 9.0k | 37.24 |
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| Pfizer (PFE) | 0.0 | $326k | 14k | 24.08 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $312k | 2.0k | 158.03 |
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| Manulife Finl Corp (MFC) | 0.0 | $303k | 7.5k | 40.51 |
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| General Mills (GIS) | 0.0 | $296k | -22% | 8.5k | 34.80 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.0 | $292k | 2.7k | 109.11 |
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| Henry Schein (HSIC) | 0.0 | $285k | 3.4k | 83.52 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $282k | 2.6k | 109.43 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $281k | 1.2k | 229.57 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $281k | 551.00 | 509.46 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $278k | 1.7k | 164.27 |
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| Diamondback Energy (FANG) | 0.0 | $273k | 1.6k | 175.82 |
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| Amphenol Corp Cl A (APH) | 0.0 | $271k | 1.5k | 176.32 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $266k | 722.00 | 368.38 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $266k | 675.00 | 393.96 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $266k | +270% | 2.1k | 124.17 |
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| Costco Wholesale Corporation (COST) | 0.0 | $264k | 282.00 | 935.47 |
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| Uber Technologies (UBER) | 0.0 | $259k | 3.6k | 72.16 |
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| Dex (DXCM) | 0.0 | $258k | +40% | 3.8k | 67.35 |
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| UnitedHealth (UNH) | 0.0 | $252k | -20% | 607.00 | 415.38 |
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| Service Corporation International (SCI) | 0.0 | $245k | +2063% | 3.2k | 75.96 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.0 | $244k | 3.5k | 69.50 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $244k | 1.6k | 152.18 |
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| At&t (T) | 0.0 | $243k | 12k | 20.70 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $243k | 7.1k | 34.00 |
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| Bank of America Corporation (BAC) | 0.0 | $240k | -9% | 4.2k | 56.98 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $234k | 2.3k | 102.25 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $232k | 2.2k | 107.50 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $225k | 3.3k | 68.41 |
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| LCNB (LCNB) | 0.0 | $223k | 13k | 17.59 |
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| Lululemon Athletica (LULU) | 0.0 | $220k | +27% | 1.9k | 114.18 |
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| Public Storage (PSA) | 0.0 | $218k | -6% | 686.00 | 318.31 |
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| Stanley Black & Decker (SWK) | 0.0 | $217k | 2.3k | 94.12 |
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| Aon Shs Cl A (AON) | 0.0 | $217k | 653.00 | 331.69 |
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| Wells Fargo & Company (WFC) | 0.0 | $211k | 2.6k | 82.64 |
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| Oracle Corporation (ORCL) | 0.0 | $209k | -22% | 1.4k | 146.55 |
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| Iqvia Holdings (IQV) | 0.0 | $191k | -28% | 986.00 | 193.22 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $190k | 2.6k | 72.90 |
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| Reddit Cl A (RDDT) | 0.0 | $189k | +4% | 1.1k | 173.58 |
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| Howmet Aerospace (HWM) | 0.0 | $188k | 700.00 | 268.86 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $186k | 356.00 | 522.39 |
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| Nucor Corporation (NUE) | 0.0 | $183k | 822.00 | 222.75 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $182k | 458.00 | 397.68 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $182k | 1.4k | 126.58 |
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| Jabil Circuit (JBL) | 0.0 | $181k | -10% | 470.00 | 385.48 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $180k | -6% | 1.9k | 96.43 |
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| Boeing Company (BA) | 0.0 | $180k | 829.00 | 216.47 |
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| Constellation Energy (CEG) | 0.0 | $179k | +26% | 722.00 | 248.37 |
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| Intel Corporation (INTC) | 0.0 | $174k | 1.2k | 139.59 |
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| Zoetis Cl A (ZTS) | 0.0 | $170k | -18% | 2.4k | 71.86 |
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| Halliburton Company (HAL) | 0.0 | $168k | 5.0k | 33.95 |
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| Newmont Mining Corporation (NEM) | 0.0 | $168k | 1.8k | 93.40 |
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| Us Bancorp Com New (USB) | 0.0 | $166k | -41% | 2.8k | 60.41 |
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| Best Buy (BBY) | 0.0 | $164k | -50% | 2.2k | 75.88 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $163k | -9% | 1.2k | 137.53 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $163k | 559.00 | 290.62 |
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| Dell Technologies CL C (DELL) | 0.0 | $161k | 373.00 | 431.46 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $160k | 1.9k | 83.75 |
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| Coherent Corp (COHR) | 0.0 | $158k | -20% | 400.00 | 394.47 |
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| Fidelity National Information Services (FIS) | 0.0 | $155k | -15% | 4.0k | 38.88 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $154k | 300.00 | 513.60 |
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| Vanguard Wellington Us Quality (VFQY) | 0.0 | $153k | 900.00 | 170.29 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $153k | 783.00 | 195.73 |
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| Cadence Design Systems (CDNS) | 0.0 | $149k | 397.00 | 375.32 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $148k | 3.1k | 47.94 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $145k | 736.00 | 197.60 |
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| Rbb Fund Trust Firs Eagl Ov Etf (FEOE) | 0.0 | $142k | 2.7k | 53.40 |
|
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $140k | 891.00 | 156.95 |
|
|
| Southern Company (SO) | 0.0 | $140k | 1.5k | 95.69 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $139k | 1.3k | 103.45 |
|
|
| State Street Corporation (STT) | 0.0 | $136k | 800.00 | 169.60 |
|
|
| Anthem (ELV) | 0.0 | $135k | 349.00 | 386.73 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $135k | -44% | 2.4k | 55.77 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $134k | -35% | 176.00 | 763.14 |
|
| Oge Energy Corp (OGE) | 0.0 | $133k | 2.7k | 48.66 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $132k | -6% | 1.4k | 94.57 |
|
| Ishares Tr Copper & Metals (ICOP) | 0.0 | $130k | 2.6k | 49.23 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $127k | 1.1k | 117.25 |
|
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $127k | 2.6k | 49.28 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $127k | -31% | 265.00 | 477.57 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $125k | 1.5k | 82.34 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $124k | 127.00 | 978.13 |
|
|
| Landstar System (LSTR) | 0.0 | $124k | 600.00 | 206.81 |
|
|
| Norfolk Southern (NSC) | 0.0 | $124k | 394.00 | 314.59 |
|
|
| Celestica (CLS) | 0.0 | $123k | -40% | 338.00 | 364.80 |
|
| Moody's Corporation (MCO) | 0.0 | $121k | 266.00 | 452.92 |
|
|
| Adtalem Global Ed (CVSA) | 0.0 | $117k | 935.00 | 124.66 |
|
|
| Synopsys (SNPS) | 0.0 | $115k | 258.00 | 446.07 |
|
|
| Unum (UNM) | 0.0 | $115k | +9% | 1.3k | 89.40 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $115k | 15k | 7.74 |
|
|
| Global X Fds 1 3 Mo T Bi Et (CLIP) | 0.0 | $113k | 1.1k | 100.34 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $111k | +18% | 1.5k | 73.35 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $108k | 1.3k | 82.84 |
|
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $108k | NEW | 605.00 | 178.59 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $108k | 205.00 | 526.44 |
|
|
| Eversource Energy (ES) | 0.0 | $108k | 1.5k | 72.27 |
|
|
| PPG Industries (PPG) | 0.0 | $105k | 868.00 | 121.29 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $104k | 225.00 | 463.26 |
|
|
| Medtronic SHS (MDT) | 0.0 | $103k | -17% | 1.3k | 78.23 |
|
| Corteva (CTVA) | 0.0 | $103k | 1.2k | 84.66 |
|
|
| Repligen Corporation (RGEN) | 0.0 | $103k | +52% | 755.00 | 136.44 |
|
| American Axle & Manufact. Holdings (DCH) | 0.0 | $103k | 19k | 5.42 |
|
|
| Essex Property Trust (ESS) | 0.0 | $102k | 350.00 | 291.59 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $100k | 294.00 | 341.02 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $100k | 528.00 | 189.62 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $98k | -60% | 4.0k | 24.55 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $98k | 660.00 | 147.73 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $96k | 1.7k | 57.62 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $96k | 588.00 | 163.67 |
|
|
| D-wave Quantum (QBTS) | 0.0 | $95k | +9% | 4.0k | 23.99 |
|
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.0 | $95k | 1.2k | 78.03 |
|
|
| Wisdomtree Tr Arti Int Inn Fd (WTAI) | 0.0 | $95k | 2.0k | 47.47 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $94k | 1.0k | 92.27 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $93k | 2.5k | 36.76 |
|
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 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
- Center for Financial Planning 2022 Q3 filed Oct. 14, 2022